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    • Filo25
    • By Filo25 9th Jan 18, 11:27 AM
    • 1,250Posts
    • 1,870Thanks
    A question for those who are at least partially Active investors
    • #1
    • 9th Jan 18, 11:27 AM
    A question for those who are at least partially Active investors 9th Jan 18 at 11:27 AM
    For those who do hold at least partially hold some active funds in their portfolio, I was wondering how you split your portfolio between Active and Passive or a combination of the 2 for the following, I am guessing the US at least will see more passive investment but wondering if there are other areas where passive tends to do particularly well v Active and vice versa.

    Particularly towards a portfolio split based on geographical split and market cap.

    So looking at US/UK/Europe/Japan/Asia Pac/EM and Frontier Markets on geography.

    And Large v Small/Mid Cap or value funds if you hold any.

    Partly out of interest and partly as I am still tweaking my final allocation for my upcoming SIPP transfers, and am interested in the views of those who are much more experienced than myself!

Page 1
    • chrisgg
    • By chrisgg 9th Jan 18, 12:26 PM
    • 43 Posts
    • 28 Thanks
    • #2
    • 9th Jan 18, 12:26 PM
    • #2
    • 9th Jan 18, 12:26 PM
    I hold trackers for US large cap, robotics and health care. The rest of my portfolio is in active at the moment, though I have previously held global equity trackers and FTSE 250 tracker. I think a blend of active and passive is quite a good way of doing things, and trackers are a good way of cheaply accessing large cap equity.
    • Prism
    • By Prism 9th Jan 18, 1:32 PM
    • 111 Posts
    • 79 Thanks
    • #3
    • 9th Jan 18, 1:32 PM
    • #3
    • 9th Jan 18, 1:32 PM
    I am pretty much the same as Chris. I have passives in global tech and global health care. These average to about 75% US which means they pretty much fall under the US for passive guideline.

    I also have a passive for global robotics as I figure that there aren't any fund manager experts for this kind of stuff. I also have a tiny holding in Polar's new active robotics fund to keep an eye on it. I don't expect it to beat the passive fund.

    I would go passive for the US too but I have Fundsmith which covers me there.
    • Linton
    • By Linton 9th Jan 18, 1:37 PM
    • 8,846 Posts
    • 8,879 Thanks
    • #4
    • 9th Jan 18, 1:37 PM
    • #4
    • 9th Jan 18, 1:37 PM
    Whether a fund is passive or not is totally irrelevent when I choose a fund to fill a gap in my portfolio. The main citerion is what the fund invests in and then check that the performance is reasonably good and consistent. Since trackers by definition are generally no better than moderate performers and there are fewer of them in any sector than actives I probably wont pick one. But that is no reason to make a decision either way in advance of doing some analysis.

    At the moment I dont hold any passive funds but have noticed that there are some potentially interesting US Small Cap trackers.

    Without having thought about it much I am somewhat suspicious of ETFs, particularly those that dont operate by full replication. Since numerically most passive's are ETFs (and I guess all ETFs are passives) there is a natural bias towards actives.
    • BananaRepublic
    • By BananaRepublic 9th Jan 18, 3:16 PM
    • 1,034 Posts
    • 761 Thanks
    • #5
    • 9th Jan 18, 3:16 PM
    • #5
    • 9th Jan 18, 3:16 PM
    I think along almost the same lines as Linton, though I do have a small proportion of passives. That's more laziness on my part as I should really move them. They are the results of a transfer in from a company pension scheme to my SIPP.
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