We’d like to remind Forumites to please avoid political debate on the Forum.

This is to keep it a safe and useful space for MoneySaving discussions. Threads that are – or become – political in nature may be removed in line with the Forum’s rules. Thank you for your understanding.

📨 Have you signed up to the Forum's new Email Digest yet? Get a selection of trending threads sent straight to your inbox daily, weekly or monthly!

What % of your portfolio are active vs passive funds?

Obviously passive are generally cheaper to hold.
«13456716

Comments

  • ColdIron
    ColdIron Posts: 9,991 Forumite
    Part of the Furniture 1,000 Posts Hung up my suit! Name Dropper
    Fair's fair. What are yours?
  • 70 passive, 30 active
  • Prism
    Prism Posts: 3,852 Forumite
    Seventh Anniversary 1,000 Posts Name Dropper
    At the moment 100% active. Over the last few years I have had up to 30% passive (sector funds)
  • talexuser
    talexuser Posts: 3,540 Forumite
    Part of the Furniture 1,000 Posts Name Dropper
    Outside the ISA 25% passive, inside the ISA 0%.
  • Linton
    Linton Posts: 18,343 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Hung up my suit!
    100% active.
  • quirkydeptless
    quirkydeptless Posts: 1,225 Forumite
    Sixth Anniversary 1,000 Posts Name Dropper Photogenic
    100% active
    Retired 1st July 2021.
    This is not investment advice.
    Your money may go "down and up and down and up and down and up and down ... down and up and down and up and down and up and down ... I got all tricked up and came up to this thing, lookin' so fire hot, a twenty out of ten..."
  • TBC15
    TBC15 Posts: 1,500 Forumite
    Part of the Furniture 1,000 Posts Name Dropper
    100% active
  • Can anyone share some of their active funds so I can look at the funds/charges? What ones are most popular?

    I know woodford is/was popular but personally wouldn't invest in his now, after the recent press.

    And are you against passive funds? Or just believe active will outperform them?
  • bowlhead99
    bowlhead99 Posts: 12,295 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Post of the Month
    My largest pot is my SIPP, which is currently under 10% passive.
  • Prism
    Prism Posts: 3,852 Forumite
    Seventh Anniversary 1,000 Posts Name Dropper
    For me its the usual suspects (Fundsmith, Lindsell Train GE) and a few smaller ones (Legg Mason Japan, Merian UK mid cap, Smithson). I am not against passive funds and have used them for sector exposure (tech and health) and US exposure over the years. At the moment I don't need them though and do better through active funds.
This discussion has been closed.
Meet your Ambassadors

🚀 Getting Started

Hi new member!

Our Getting Started Guide will help you get the most out of the Forum

Categories

  • All Categories
  • 352K Banking & Borrowing
  • 253.5K Reduce Debt & Boost Income
  • 454.2K Spending & Discounts
  • 245K Work, Benefits & Business
  • 600.6K Mortgages, Homes & Bills
  • 177.4K Life & Family
  • 258.8K Travel & Transport
  • 1.5M Hobbies & Leisure
  • 16.2K Discuss & Feedback
  • 37.6K Read-Only Boards

Is this how you want to be seen?

We see you are using a default avatar. It takes only a few seconds to pick a picture.