Baseline Index
A simple approach to global investing.
Designed to deliver long-term capital growth by tracking global equity and bond markets.
We combine a small number of index funds in proportions aligned with defined risk levels, creating straightforward portfolios designed to reflect market performance.
Expert wealth management
Baseline Index
A simple approach to global investing.
Designed to deliver long-term capital growth by tracking global equity and bond markets.
We combine a small number of index funds in proportions aligned with defined risk levels, creating straightforward portfolios designed to reflect market performance.
Expert wealth management
“Stripped back investing, built to track global markets.”
What it aims to provide
The Baseline Index range aims to deliver long-term capital growth by investing in the two global markets used in our benchmarks.
How we build it
Each portfolio selects index-tracking funds from the whole market and then blends them to match the benchmark.
The objective is simple: to deliver performance as close to that of the benchmark as possible.
The Baseline Index range could be right for you if
- You want a simple way to invest in global equity and bond markets
- You do not believe it is necessary to pay for active investment management
It may not be suitable for you if
- You prefer a passive approach and are not seeking active investment decisions within your portfolio
- You want active management or investment judgement applied within your portfolio