Ratings agency RSMR has launched its Passive Plus managed portfolio service range aimed at advisers who prefer the simplicity and charging structure of passive funds.
The five portfolios - Cautious, Prudent, Balance, Growth, and Dynamic - are comprised mainly of RSMR-rated passive funds with targeted exposure to actives for diversification. "The passive plus strategy has worked really well for advisers and their clients in a variety of markets," head of MPS Stewart Smith said. "The exposure to RSMR-rated active funds, sitting alongside the larger exposure to passive funds, is targeted where it can add value." The funds within the portfolios come from a range of groups including Fidelity, HSBC, iShares, Legal & General and Vanguard. Invesco UK fu...
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