Blend
Summary of strategy
The Blend portfolios combine both active and passive investment strategies to offer a cost-effective balance between performance and charges. They incorporate active funds for potential outperformance in areas like equities and fixed income, while using passive funds such as index trackers to reduce overall costs and enhance efficiency. This approach suits investors seeking diversification in management styles, with strategic asset allocation providing a foundation for long-term risk-adjusted returns, supplemented by tactical adjustments for market opportunities or risk mitigation. The portfolios maintain broad exposure across asset classes, ensuring resilience and consistency.
DIM Fee – 0.10%
OCF
*as of October 2025
For more information on the Slater MPS contact: Distribution@slaterinvestments.com