Passive
Summary of strategy
The Passive portfolios invest primarily in index-tracking funds, such as ETFs and tracker funds, aiming to mirror market performance at the lowest possible cost. They are designed for investors who prefer a long-term, cost-efficient approach with minimal intervention or active management, relying on broad market exposure for returns. Diversification is achieved through strategic asset allocation across global equities, bonds, and alternatives, with automatic rebalancing to maintain alignment with risk profiles. This style avoids tactical adjustments, focusing instead on low volatility and consistent tracking of benchmarks for predictable outcomes.
DIM Fee – 0.10%
OCF
*as of October 2025
For more information on the Slater MPS contact Distribution@slaterinvestments.com