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 48.19%
    Fixed Interest 38.24%
    Cash 13.57%
  • 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 61.09%
    Fixed Interest 27.42%
    Cash 11.49%
  • 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 73.76%
    Fixed Interest 18.68%
    Cash 7.56%