Passive Model Portfolio Providers

PeterM · December 2016

Does anyone have any recommendations for DFMs who offer Passive Model Portfolios?

We currently use Parmenion but would like to have an alternative.

Jamie_Barnes · December 2016

Couldn't be able to recommend any as we don't use them here but i know Thesis is a DFM that offers passive models. 7IM offer passive funds that are broadly similar to their active DFM offering, only passively allocated so that's another alternative angle.

Jona · December 2016

Speak with Evidence Based Investments (www.ebip.co.uk) and their Vantage service - might be just what you are after.

richallum · December 2016

We use 7IM a lot. Not traditional passive portfolios but a good alternative.

PeterM · December 2016

Thanks guys.

I will check these out.

We are also going to have a look at AJ Bell's Model Portfolios as these are in passives.

Jona · December 2016

Re AJBell. We had used these guys for a low cost platform and passive buy and hold approach. However, in this circumstance the old adage of "if you pay peanuts..." could not be truer.

Their admin and functionality is atrocious (in our opinion) compared to other low cost providers out there.

LewysRichards · December 2016

Morningstar offer passive model portfolios on the Aviva platform. I believe they are made up of 80% passive funds and 20% active, and the charges are capped at 0.50%pa (not including platform charges). However, they were only launched in May this year, so you may want more performance history before using them.

Nathan · March 2017

Have you looked at the Vanguard Lifestrategies and the L&G's Multi-Index Portfolios?

Passive Model Portfolio Providers

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