Passive Investments

Helping our clients achieve their investment goals

We are wedded to the belief that a passive investment philosophy is the best way to help our clients achieve their investment goals.

Passive investing involves choosing assets that best suit the risk you need to take over a particular time scale and selecting a portfolio of index tracking funds that match your needs.

Here are some of the reasons why we use passive funds:

  • Passive funds do not have the high costs of Managed or Single Fund Managers.
  • Passive funds reinvest dividends back into the plan rather than sacrificing them in order to chase performance.
  • Passive funds do not incur unnecessary charges caused by switching.
  • We are not looking to buy the needle in the haystack (i.e. the fund which can outperform an Index), our philosophy is to buy the whole haystack.

Are you ready to start your
financial journey?