Tactical Passive
Flexible, low-cost investing across global markets.
Designed to deliver long-term capital growth through passive funds that track selected countries and regions.
We adjust portfolio allocations based on our assessment of where opportunities may exist, using a disciplined approach to tactical asset allocation.
Expert wealth management
Tactical Passive
Flexible, low-cost investing across global markets.
Designed to deliver long-term capital growth through passive funds that track selected countries and regions.
We adjust portfolio allocations based on our assessment of where opportunities may exist, using a disciplined approach to tactical asset allocation.
Expert wealth management
“Disciplined asset allocation applied to low-cost investing.”
What it aims to provide
The Tactical Passive range aims to deliver long-term capital growth by investing in funds that passively track market indices from countries and regions we believe offer potential for growth, including opportunities that may emerge over shorter periods.
How we build it
We assess global markets to identify countries and regions that we believe may be undervalued or offer growth potential at a particular point in time.
We then invest in low-cost passive funds that track the indices of those selected markets. The strategy focuses on identifying regional or national opportunities through asset allocation decisions.
This approach is often referred to as tactical asset allocation.
The Tactical Passive range could be right for you if
- You want to aim for returns above the benchmark but prefer not to rely on traditional active fund management
- You want a low-cost portfolio that invests across global markets
It may not be suitable for you if
- You are uncomfortable with the possibility that asset allocation decisions may result in returns below the benchmark