The Contemporary Active range is designed to deliver long-term capital growth. It seeks to achieve this at a lower overall cost than the Classic Active range by combining actively managed funds with passive (index-tracking) funds.

We begin by identifying the markets or sectors where we believe actively managed funds may have the strongest potential to outperform. Following our research process, we select actively managed funds that we believe have the potential to deliver above-average results.

In areas where we believe active management may be less likely to add value, we invest in simple, low-cost tracker funds instead.

This approach creates a pragmatic combination of active and passive investments within a single managed portfolio.

• You are seeking long-term capital growth  
• You want to aim for returns above the benchmark  
• You believe combining active management with index-tracking funds may help achieve this  
• You prefer a portfolio that blends different investment approaches  
• You want a strategy that costs less than the Classic Active range while still aiming to outperform its benchmark