Market Insight
Low-Cost and Active Thinking: Index+ Turns 3
This Article was Written by: Chris Proudfoot - Fundhouse
Market Insights, Model Portfolios
In this article we discuss:
- The benefits and limitations of passive versus active investing
- Fundhouse’s Index Plus approach, combining low-cost passive funds with active asset allocation
- Seeking greater portfolio control and diversification
- A review of the strategy’s first three years
- The importance of balancing cost efficiency with deliberate portfolio construction
To read the full article, including our views and model portfolio positioning, please register/login to our adviser portal here.
Speak to the team: mps@fundhouse.co.uk.
Risk Warning
This article is provided for information purposes only. All material(s) have been obtained from sources believed to be reliable, but accuracy is not guaranteed. The views and opinions expressed are the views of Fundhouse and are subject to change based on market and other conditions. Fundhouse is the trading name of Fundhouse Bespoke Limited. Fundhouse provides investment management services to professional clients and does not provide financial advice. Importantly, this note does not represent investment advice, and any reader should always speak to their financial adviser before making any investment decisions. Please note that the value of any investment may go down as well as up, and you may lose capital when investing, and the value of your investments may not always increase. Please ensure that you are comfortable bearing financial losses and that you are comfortable taking a long-term investment view of five years or more.
More Fundhouse Articles...
