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What % of your portfolio are active vs passive funds?

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  • lpgm
    lpgm Posts: 359 Forumite
    Part of the Furniture 100 Posts Combo Breaker
    43% active : 57% passive
  • Prism
    Prism Posts: 3,852 Forumite
    Seventh Anniversary 1,000 Posts Name Dropper
    Legg Mason Japan, eh? Then we need three categories: passive, active and hyperactive.

    Yes agreed. I am 2 and a half years in at the moment and although its made me just shy of 60% in that time its not a relaxing ride - its only about 5% of my equities though. I bought it on a large dip and will probably sell it in the next couple of years. Then I will be 50 and there are surely rules about that kind of stuff at that age!
  • Aminatidi
    Aminatidi Posts: 588 Forumite
    Sixth Anniversary 500 Posts Name Dropper
    edited 9 July 2019 at 6:11PM
    100% active.

    ISA:
    * Capital Gearing Trust
    * Finsbury Growth & Income Trust
    * Fundsmith
    * Lindsell Train Global Equity

    General Account:
    * CG Absolute Return
    * Troy Trojan
    * Seneca Diversified Income
    * VT RM Alternative Income
    * Ruffer Investment Company
    * Lindsell Train Global Equity
  • TBC15
    TBC15 Posts: 1,500 Forumite
    Part of the Furniture 1,000 Posts Name Dropper
    Active

    AXA Framlington Global Technology Z Acc_________________________15.51%
    First State Greater China Growth B GBP Acc________________________1.69%
    Fundsmith Equity I Acc________________________________________ _30.12%
    LF Blue Whale Growth R Acc GBP_________________________________18.45%
    Lindsell Train Global Equity B GBP______________________________17.50%
    Liontrust UK Smaller Companies I Inc______________________________9.54%
    Stewart Investors Indian Subcontinent Sustainability B GBP_______7.19%
  • Radiantsoul
    Radiantsoul Posts: 2,096 Forumite
    Part of the Furniture 1,000 Posts Combo Breaker
    100% passive
  • 100% passive in my LISA & S/S isa.
    My only active funds is/are Artemis Global Growth & a property fund which holds direct property so I'm counting that as active, both in my pension alongside 3 other passive funds.
  • Audaxer
    Audaxer Posts: 3,547 Forumite
    Eighth Anniversary 1,000 Posts Name Dropper
    Linton wrote: »
    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.
    I am roughly 50% passive (VLS) and 50% active (income portfolio).

    Linton, I know that your 3 portfolios have different objectives, but I was just wondering, overall what average total return percentage would you expect or hope for going forward.
  • gm0
    gm0 Posts: 1,243 Forumite
    Seventh Anniversary 1,000 Posts Name Dropper
    100% passive at present

    Reviewing now - Brexit/sterling/home market + business cycle mind games

    Global equities ethical tracker (tracks FTSE 4 Good Global) -
    White label but L&G aka LGIM fund underneath

    It was a proxy I picked due to a limited fund selection for global equities prior to moving platform. I like the concept of ethical but am not persuaded by the definition of "sin" stocks so that's not the main reason why I chose it - wanted passive global equities as a holding fund to reduce my UK exposure

    A bit obscure - so I am probably sat on some risk I don't fully understand as well as the general risk/reward/volatility of holding given equity weight.
  • Linton
    Linton Posts: 18,343 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Hung up my suit!
    Audaxer wrote: »
    I am roughly 50% passive (VLS) and 50% active (income portfolio).

    Linton, I know that your 3 portfolios have different objectives, but I was just wondering, overall what average total return percentage would you expect or hope for going forward.


    I dont hope for or expect any particular % return. Like baking a loaf all one can do is to provide the right ingredients, what actually happens is out of ones hands. The financial plan determines the base requirements for the set of portfolios as a whole which are to halve investment capital values in real terms over the next 25 years and to generate a steady income of £12K per year in current real terms. An analysis of actual performance against these requirements determines the % of wealth allocated to each portfolio and to major discretionary spending.



    OK, I do have a fun target for the growth portfolio to outperform VLS100, but that is for personal satisfaction rather than financial necessity.
  • Drp8713
    Drp8713 Posts: 902 Forumite
    Ninth Anniversary 500 Posts
    edited 9 July 2019 at 9:14PM
    Stock name % Weight
    1 iShares Core MSCI World UCITS ETF 37.8%
    2 FINSBURY GROWTH & INCOME TRUST 12.1%
    3 SCOTTISH MORTGAGE INVESTMENT TST 11.7%
    4 FUNDSMITH EMERGING EQUITIES TR 11.5%
    5 RIT CAPITAL PARTNERS 11.2%
    6 SMITHSON INVESTMENT TRUST 9.7%
    7 Fundsmith Equity Class I 5.9%

    Just under 40% at the moment. I have reduced the number of holdings increasing the passive, as I only have £50k invested it wasnt worth the effort.

    Now its just global equities 60%, 20% in smaller cos and EM, 10% UK for a bit of home bias and 10% RIT for a bit of wealth preservation
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