Strategic Passive

Our passive, risk centric investment solution with due diligence that’s anything but passive.

For financial professionals only
Please note:
  • The content of this page is only suitable regulated financial advisers.
  • Past performance isn't an indicator of future returns and investors could get back less than they put in.
  • This content of this page is intended as general information and shouldn't be viewed as a personal recommendation.
  • There's also no guarantee that investment solution or funds will meet their objectives.
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Built to track the benchmark

PIM Strategic Passive is a risk centric investment solution that adopts a strategic approach to asset allocation - it offers a complete range (from 1 to 10) of risk graded portfolios and is diversified across 13 asset classes. And whilst it invests in predominantly passive funds, our due diligence process and asset allocation optimisation is anything but. To find out more about our approach to Passive investing, click below.

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Costs and charges

Our charges for passively managed funds are simple and transparent. For our custody fee, when the total value of your client’s assets falls into a given band, they pay that charge for all their money, not just the proportion in that band.

DFM charge0.12%
Dealing charge (for fund switches and rebalance purchases)0.45% (≈0.05% p.a.)*
Parmenion SIPP charge£18+VAT per quarter

*Assumes a 12% turnover rate - for guidance only, actual turnover may be more or less than this amount

Custody band†Charge
£0 - £299,999.990.30%
£300,000.00 - £599,999.990.25%
£600,000.00 - £1,499,999.990.20%
£1,500,000.00 +0.15%

†A minimum monthly custody charge of £5 per client applies. Cliff edge structure.

Here’s what your client might pay

For a £100,000 non-SIPP portfolio in Risk Grade 5, and an OCF as of the 31st March 2024

CustodyDFM ChargeDealing*OCFTotal

*Assuming a 12% turnover rate - for guidance only, actual turnover may be more or less than this amount

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PIM Strategic Passive provides clients with cost effective access to a globally diversified portfolio

Harry Garrett
Investment Director

If you’d like to chat to us about PIM Strategic Passive or our wider proposition, please get in touch.