Passive Asset Management

There is a debate on whether Active Fund Managers can add value to a portfolio over the longer term and, if they do, whether this outperformance is greater than the additional cost of active management.

Whilst Advanta have a general belief that a portfolio of specialist Active Fund Managers will outperform their benchmark index over the medium to long term, we accept that there is an argument for Passive Investment Management. For this reason, we offer five passive portfolios using the same Asset Allocation Strategy we have developed for our Active Fund Management option.

The portfolios are suited to clients who are either sensitive to fund management fees or have a belief in Passive Fund Management. The Total Expense Ratio (TER) for these portfolios is generally 0.22% to 0.24% per annum

Book an appointment