Passive Portfolios

Diversified access to equities, fixed income, and alternative assets backed by our innovative trend-following analysis, economic research, and technology.

Our Passive Portfolios provides investors efficient, low-cost access to global markets. Built for long-term capital growth, they combine equities, fixed income, and alternative assets within a disciplined framework that emphasises transparency, value and suitability under Consumer Duty.

By integrating innovative trend-following analysis with robust economic research, we position each portfolio to capture opportunities while staying aligned to client objectives and risk tolerance.

Reduced fees

Both reduced DFM investment management fees and lower cost passive index tracking funds for growth.
Buy and hold

Invests in an internationally diversified blend of passive equity, fixed income, and index-tracking alternative funds held on a buy and hold basis.
Focused on capital growth

Assists accumulation strategies focused on long-term capital growth.

Active Oversight

Although described as “passive,” these portfolios are never left on autopilot. We apply a buy-and-hold philosophy with ongoing monitoring of allocations, market data and sentiment. Where appropriate, we refine positioning so portfolios remain consistent with market conditions and clients’ long-term goals.

Diversification & Asset Allocation

We construct portfolios to balance growth with resilience across three core building blocks:

Equities

Asset allocation within equities is carefully structured, weighing differences between indices such as equally weighted, currency-hedged, mid-cap, large-cap, and small-cap exposures to achieve balanced, cost-efficient exposure across markets.

Fixed Income

Broad exposure to government and corporate bonds, with careful attention to duration, credit quality and government-debt exposure to manage risk and avoid unnecessary concentration or sensitivity to interest-rate changes.

Alternatives

Diversifiers such as property that can behave differently from equities and bonds, helping to smooth returns when traditional markets become more closely correlated.

This approach combines broad diversification with disciplined oversight, aiming to deliver capital growth while keeping costs among the lowest available.

Fund Selection

Each fund is chosen as a building block of the portfolio. We screen low-cost tracker funds using tools such as Morningstar and FE Analytics. Only funds meeting our standards for efficiency, diversification, and suitability are selected. We also apply our trend-following analysis and economic research to confirm that each fund continues to align with market conditions and portfolio objectives.

Why Choose Our Passive Portfolios

We construct portfolios to balance growth with resilience across three core building blocks:

Low-cost exposure to global equities, bonds and alternatives

Innovative research and technology underpin decision-making

Broad diversification to manage risk through changing markets

Active oversight to keep portfolios on track with long-term objectives

A simple, disciplined way to grow wealth or pensions with confidence.

Our Passive Range Is Suitable For

Investors seeking an efficient, transparent strategy for long-term capital growth

Pension savers who want a low-cost, diversified approach

Clients who value active monitoring alongside the benefits of index-tracking investments

Discover More

Interested in our Passive Portfolios? To request factsheets, quarterly reports, performance information, or to discuss how these portfolios can support your goals, please contact us.

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