Tactical Passive

A dynamic view on investment opportunities, 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.
Feeling Secure (Crop 4, PIM Tactical Rocket)

Maximising investment opportunities

Our Tactical Passive solution takes a dynamic approach to asset allocation, supporting advisers who want to capture potential nearer term investment upside for their clients, or act to give them downside protection. We look at aspects such as current valuations, monetary policy, behavioural trends and the macro-economic outlook to consider the potential impact of current conditions and tilt the portfolios accordingly.

Costs and charges

Our Tactical Passive charges 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

A headshot of Jasper Thornton-Boelman

Clients in our Tactical solution benefit from the full breadth of the investment team’s expertise, with both fund selection and asset allocation actively managed for current conditions.

Jasper Thornton-Boelman
Investment Director

Speak to us and find out how we can help your business thrive.