Cost-effective way to invest – useful for clients who are worried about cost and potential for underperformance of active strategies
Clients find tracker funds easy to understand
Can be useful in some well-developed markets where active management may be hard to justify
Less likely to be affected by a manager’s response to market conditions, as funds are selected in line with the EValue model
Within the Architas Multi-Asset Passive range a number of the funds* have now been helping clients to try and meet their objectives for over 10 years.
This makes these funds among the longest running funds in the IA Volatility Managed sector.
Passive funds are simple to explain to clients, and can be an attractively low-cost way to invest.
Instead of matching one market benchmark, our multi-manager funds are diversified across a variety of passively managed underlying funds, including different sectors, asset classes and regions.
Passive by nature, diversified by design.
Our strategic asset allocation is provided by EValue, which models the best asset class mix for each risk profile, based on expected risk and return. Our team builds the portfolios using a range of passive investments, such as trackers and exchange-traded funds.
We are proud of the risk-adjusted returns we have been able to deliver for our clients over the past 10 years. You can analyse the performance of the Passive fund range in detail in our new adviser tools (desktop and tablet only).
The value of investments and any income from them can fall as well as rise and is not guaranteed, which means you could get back less than you invested. Past performance is not a guarantee of future returns.
*The Architas Multi-Asset Passive Intermediate, Architas Multi-Asset Passive Moderate and Architas Multi-Asset Passive Progressive funds were all launched on 5 November 2008
Get updates to your inbox
Simply enter your name, company and email address to get our insights, thought leadership, market commentaries, event invitations and fund updates straight to your inbox.