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AJ Bell Passive Funds
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allocator3844
Posted: 23 January 2025 21:11:11(UTC)
#81

Joined: 27/10/2020(UTC)
Posts: 190

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Was thanked: 280 time(s) in 99 post(s)
The recent alteration of the A J Bell Moderately Aggressive fund makes me feel more comfortable re the reduction of China / EM. Still overweight EM and UK but combined with VG60 / HSBCGS Bal and a sprinkling of S&P500 (10%) has balanced my 5 year + portfolio nicely.
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2 users thanked allocator3844 for this post.
Helen L on 23/01/2025(UTC), Cm258 on 23/01/2025(UTC)
Cm258
Posted: 24 January 2025 07:50:21(UTC)
#82

Joined: 30/07/2022(UTC)
Posts: 458
Anyone able to see what portfolios, as per below, looks like performance wise over the past 5 years?

60/40

Fixed asset allocations, using passive products:
- 25% Vanguard Life Strategy 60
- 25% Fidelity Multi Asset Allocator Growth

Actively managed asset allocations, using passive products:
- 25% HSBC Global Strategy Balanced
- 25% VT AJ Bell Balanced

80/20

Fixed asset allocations, using passive products:
- 25% Vanguard Life Strategy 80
- 25% Fidelity Multi Asset Allocator Adventurous

Actively managed asset allocations, using passive products:
- 25% HSBC Global Strategy Dynamic
- 25% VT AJ Bell Adventurous
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