For people who think that investing should be nimble yet low cost.
What it aims to provide
Our Tactical Passive range aims to provide long-term capital growth by investing in funds that passively track market indices from countries and regions we believe have the potential for growth – including over the relatively short term.
How we build it
We make decisions about which countries and regions we believe are under-valued or offer potential for growth at any given time. We then buy passive, low-cost index funds that track these countries and regions. We are trying to spot regional or national opportunities. This approach is sometimes called tactical asset allocation.
The Tactical Passive range could be right for you if
- you want to aim for above-benchmark returns, but you don’t believe in traditional active fund management
- you want a low-cost, globally diversified portfolio.
It is not for you if
- you can’t accept the chance of below benchmark performance if our asset allocation decisions do not do better than the market.
Click the link below to download the June 2024 Tactical Passive Factsheets
Our portfolios are only available through professional financial planners.
To speak to someone call 020 7702 4488 or email enquiries@mkc-invest.com.