Passive Portfolios

  • Passive Cautious Growth

    Passive C

    The investment objective of the Parallel Passive Cautious Growth Portfolio is to achieve capital growth over the medium term (5 years plus). The Portfolio consists of a range of low-cost passive instruments (including tracker funds and exchange traded funds) to provide diversity across regions and asset classes. Although the portfolio may have a bias towards equity holdings this will be limited to 60%.

    Asset Allocation

    Equities 52.00%
    Fixed Interest 38.00%
    Property 3.00%
    Cash 7.00%
  • Passive Balanced Growth

    Passive D

    The investment objective of the Parallel Passive Balanced Growth Portfolio is to achieve capital growth over the medium term (5 years plus). The Portfolio consists of a range of low-cost passive instruments (including tracker funds and exchange traded funds) to provide diversity across regions and asset classes. Although the portfolio may have a bias towards equity holdings this will be limited to 85%.

    Asset Allocation

    Equities 64.00%
    Fixed Interest 29.00%
    Property 4.00%
    Cash 3.00%
  • Passive Adventurous Growth

    Passive E

    The investment objective of the Parallel Passive Adventurous Growth Portfolio is to achieve capital growth over the medium to longer term (5-10 years). The Portfolio consists of a range of low-cost passive instruments (including tracker funds and exchange traded funds) to provide diversity across regions and asset classes. To meet its objective the Portfolio is expected to maintain a bias towards equity holdings, which could account for 100%, and therefore display high levels of volatility.

    Asset Allocation

    Equities 76.00%
    Fixed Interest 19.00%
    Property 5.00%