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Passive portfolios hold equity and bond tracker funds on a buy and hold basis to seek capital growth at a low cost.
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Growth portfolios hold a blend of active and passive equity and bond assets on a buy and hold basis to seek capital growth.
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Guardian portfolios hold low-cost equity and bond assets to capture upside growth and aim to manage volatility to protect portfolio values from downside losses.
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Fusion portfolios hold a combination of passive and active funds to capture upside growth and aim to protect portfolio values from downside losses.
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Green Path portfolios hold equity and bond assets to take a positive approach to responsible investment.
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Heritage portfolios hold actively managed investment trusts to gain greater capital growth over the longer term.
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