SOLID INDICES.

FLUID ALLOCATIONS.

The Passive Allocator investment strategy uses low-cost ETFs to build a multi-asset portfolio, based on asset class momentum.

Available as a UCITS regulated mutual fund.

Institutional Investors can allocate direct via Managed Accounts.

Get in touch by filling in your details below

INVESTMENT STRATEGY DETAILS

WHY PASSIVE ALLOCATOR

No complex opaque strategies

NO SINGLE STOCKS

No leverage

No ILliquid assets

No discretionary Market Timing

Yearly Returns

Momentum based Asset Allocation has proven to outperform a Buy and Hold index of 60% Stocks and 40% bonds

Monthly Drawdown Comparison

Using momentum as an allocation tool greatly increases sharpe ratios by reducing drawdowns. During times of market stress, the Passive Allocator strategy has successfully rebalanced out of risky assets.

Long term Backtest

Since 1990, our rebalancing strategy outperforms a 60/40 Benchmark on a risk adjusted basis.

Yearly Returns

Momentum based Asset Allocation has proven to outperform a Buy and Hold index of 60% Stocks and 40% bonds

Monthly Drawdown Comparison

During times of market stress, the Passive Allocator strategy has successfully rebalanced out of risky assets in the past.

Long term Backtest

Since 1990, our rebalancing strategy outperforms a 60/40 Benchmark on a risk adjusted basis.

Fund Identifiers

Want to know more?

2 + 6 =