What % of your portfolio are active vs passive funds?

lpgm · 9 July 2019 at 5:56PM

43% active : 57% passive

Prism · 9 July 2019 at 6:01PM

aroominyork wrote: »

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 · 9 July 2019 at 6:03PM

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 · 9 July 2019 at 6:10PM

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 · 9 July 2019 at 6:36PM

100% passive

Novice_investor101 · 9 July 2019 at 6:43PM

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 · 9 July 2019 at 6:52PM

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 · 9 July 2019 at 8:27PM

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 · 9 July 2019 at 9:08PM

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 · 9 July 2019 at 9:08PM

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

What % of your portfolio are active vs passive funds?

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