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Passive - Total Global Assets Funds?

Sobryma
Sobryma Posts: 271 Forumite
Does anyone know if there are any funds which are completely passive and just track the global world assets? i.e. multi asset but simply tracking worldwide equities, bonds, maybe property in their actual world weightings etc. Ideally non ETF as would need to access through ARC and ETF's would require an IFA.

The nearest I have seen are Vanguard Global Stock and Global Bond funds or HSBC World Index funds, but then you would be taking an active decision on mix and assets.

Comments

  • dunstonh
    dunstonh Posts: 120,213 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Combo Breaker
    It is impossible to be completely passive on multi-asset. The decision on asset mix would be a management decision. I dont know if its sensible to have an asset mix based on asset mix spread as the objectives would be different. For example, an insurance company typically uses investments of low volatility to support many of its products. Someone building to retirement typically is heavy in equities. So, what use would a fund that gives you a split of these based on total holdings around the world be of use?

    Most multi-asset funds (passive or managed) or split on the basis of risk/volatility.
    I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.
  • Sobryma
    Sobryma Posts: 271 Forumite
    dunstonh wrote: »
    It is impossible to be completely passive on multi-asset. The decision on asset mix would be a management decision. I dont know if its sensible to have an asset mix based on asset mix spread as the objectives would be different. For example, an insurance company typically uses investments of low volatility to support many of its products. Someone building to retirement typically is heavy in equities. So, what use would a fund that gives you a split of these based on total holdings around the world be of use?

    Most multi-asset funds (passive or managed) or split on the basis of risk/volatility.

    Thanks, will look to HSBC, Architas or maybe abandon multi asset and just go for Vanguard LS.
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