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?

2456716

Comments

  • SonOf
    SonOf Posts: 2,631 Forumite
    1,000 Posts Fourth Anniversary
    I have no restriction on active or passive. Sometimes it will hold more passive, sometimes more active. I prefer to be open-minded and make a decision on a case by case basis and not be close-minded to bias on one or the other.
    I know woodford is/was popular but personally wouldn't invest in his now, after the recent press.

    There have been warnings of Woodfords fund since 2017. Its not a recent issue. It just that the things being warned about happened recently.
  • Amoux
    Amoux Posts: 71 Forumite
    Eighth Anniversary 10 Posts Name Dropper
    100% Passive.
    Globally diversified but 100% equities (so very volatile)
  • Linton
    Linton Posts: 18,344 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Hung up my suit!
    edited 9 July 2019 at 5:05PM
    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?

    My active investments spread over 3 separate portfolios....

    Shares and ITs:
    Blackrock Frontier Trust
    Chesnara
    European Assets Trust
    Fidelity Asian Values PLC
    Jupiter European Opportunities Trust
    New River Retail
    Princess Private Equity
    RIT
    Ruffer Investment Trust
    Worldwide Healthcare

    Funds:
    Artemis Global Growth I
    Baillie Gifford Japan SC B
    BMO US Smaller Companies C Inc
    JPM Nat Res C
    Jupiter Strategic Bond I Acc
    L&G High Income Trust I Inc
    Marlborough Special Situations P Acc
    Premier Fortfolio Managers Global Infrastructure C Inc
    Schroder Asian Inc Max Z
    Schroder High Yield Opportunities Z Inc
    Schroder Income Max Inc Z
    Schroder QEP US Core Acc
    Threadneedle Emerging Bonds I Inc
    Threadneedle Euro Small Co Z
    Trojan O Acc


    I am not against passive funds. I am for appropriate funds to meet ones objectives and implement ones strategy. A fund's performance primarily depends on what it invests in. My strategy requires careful management of the portfolio asset allocation (what the funds invest in) with respect to geography, sector and company size for equities. This is not possible with market capitalisation (company size) weighted funds such as most of those based on indexes.

    People with a different strategy or no strategy at all may decide on a different choice of funds and fund type.
  • aroominyork
    aroominyork Posts: 3,519 Forumite
    Part of the Furniture 1,000 Posts Name Dropper
    Prism wrote: »
    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.
    Legg Mason Japan, eh? Then we need three categories: passive, active and hyperactive.
  • EdSwippet
    EdSwippet Posts: 1,671 Forumite
    Part of the Furniture 1,000 Posts Name Dropper
    100% passive. Globally diversified, and 60:40 stocks/bonds. All OEICs or unit trusts, from HSBC, Vanguard, BlackRock, Fidelity, and Legal&General. Truly skimpy charges, sub-0.15% weighted. Accumulation units inside ISAs and SIPPs, so virtually no need to ever fiddle with it. If I were to fall into a coma for the next decade the entire thing would run perfectly well on its own.
  • Reaper
    Reaper Posts: 7,356 Forumite
    Part of the Furniture 1,000 Posts Name Dropper Photogenic
    90% active
  • LobsterMemory
    LobsterMemory Posts: 439 Forumite
    Third Anniversary 100 Posts Name Dropper
    Active: 3.4%
    Passive: 0%
  • ruperts
    ruperts Posts: 3,673 Forumite
    Tenth Anniversary 1,000 Posts Name Dropper
    100% passive at this moment in time. Started off my investing journey with 100% active and gradually switched over. The last active fund I held was Woodford which luckily I sold out of in 2018.

    Before that I held Aberdeen Emerging Markets which was all the rage at the time but did no better for me than an EM tracker. Early on I also held AXA Framlington Global Technology which has done well, but as my pot grew larger I didn't want to be over-exposed to technology companies given they already make up a big chunk of the indexes, so I sold and missed most of its gains.

    So having flirted a bit with managed funds over the years with below market results, I'm now more than happy being 100% passive and being able to sleep at night not wondering if I've made the right choices.
  • Linton
    Linton Posts: 18,344 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Hung up my suit!
    Active: 3.4%
    Passive: 0%


    and the other 96.6%?....................
  • LobsterMemory
    LobsterMemory Posts: 439 Forumite
    Third Anniversary 100 Posts Name Dropper
    Roughly

    UK Shares 47.6%
    UK Gilts 16%
    UK Property Shares 15%
    EU Shares 10%
    US Shares 8%
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
  • 245.1K Work, Benefits & Business
  • 600.7K 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.