Active or passive management style

There is a long running debate in investment circles as to whether it is better to invest in Active funds, where the managers use their skill to choose the underlying investments, or Passive strategies such as Exchange Traded Funds (ETFs), where the fund typically invests proportionately across all the companies in an index such as the FTSE100.

Active funds tend to be slightly more expensive than passive ones and we are always mindful of the cost of investing for our clients. Relatively few active managers consistently beat the index after charges, but some do and add significant value. In our experience, there are also stages of the market cycle where one style will outperform the other and other times where the advantage will be reversed.

We work with our clients to establish whether an active or passive investment management style will best suit their circumstances and preferences – we can accommodate either style or it can be a combination of the two.

Whether your preference is discretionary or advisory investment management, an active or passive investment style, Thomson Tyndall’s highly qualified and experienced investment managers can accommodate and partner with you to maximise your investments and meet your financial goals.

The value of investments may fall as well as rise and you may not get back what you put in.

 

“Within each asset class we are agnostic as to instrument and make use of collective funds, ETFs, investment trusts and individual stocks and shares to optimise liquidity and minimise cost.”

Rahim Mohamed, Investment Manager