Passive Portfolios
A diversified blend of equity and bond index tracking funds focused on capital growth at a low cost.
Our Passive portfolios are buy and hold model portfolios which invest only in low-cost index tracking funds. The portfolios use a traditional diversified asset allocation model that is further refined through our unique trend and market sentiment indicators on a quarterly basis. The portfolios provide capital growth across global equity and bond markets.
Our seven Passive portfolios bring together low-cost index tracking funds from leading fund management groups covering all the major global markets. This portfolio range provides diversity of assets and seeks capital growth across global equity and bond markets at a low cost to the investor.
The Passive portfolios are designed to assist in efficient, reliable, very low-cost investment and pension accumulation strategies.
Management Fee
0.15%
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.
Our investment portfolios are available on the following leading platforms
Contact Us
Please contact us for more information about any of our investment strategies.