Institutional-grade asset allocation
Vanguard’s global models guide the portfolio, providing a strong and forward-thinking allocation approach that looks at long-term value.
Fairstone Passive Powered by Vanguard provides a global, multi-asset portfolio range managed in partnership with Vanguard Asset Management. By using Vanguard’s low-cost passive indexing strategies across equities and fixed income, this approach ensures cost-efficient management while offering long-term growth potential.
Vanguard’s global models guide the portfolio, providing a strong and forward-thinking allocation approach that looks at long-term value.
Fairstone leverages its size to secure institutional
pricing, passing the savings directly to you for cost effective investing.
Designed to match your risk profile, these portfolios are built to stay within your comfort zone, even in changing market conditions.
The portfolio is made up of passive funds, designed to track the market rather than outperform it, helping keep fees low.
Our Model Portfolio Service offers a carefully constructed range of portfolios designed to suit a variety of risk profiles. While each portfolio is built using the same underlying investments, they differ in how those investments are weighted to meet specific risk targets. This means the core building blocks remain consistent, but the overall level of risk, ranging from cautious to adventurous, is tailored to meet different client needs.
It's important to speak with a financial adviser to ensure your chosen portfolio matches your personal goals and attitude to risk. Selecting the right level of risk is a key step in building a long-term investment strategy that works for you.
Explore the factsheets below to learn more about each portfolio's objectives, asset allocation, and performance data.
| Risk level: | 3 |
| Range: | Partner |
| Investment Management Charge: (IMC) |
0.20% |
| Ongoing charge: (OCF) |
0.08-0.09% |
| Risk level: | 4 |
| Range: | Partner |
| Investment Management Charge: (IMC) |
0.20% |
| Ongoing charge: (OCF) |
0.08-0.09% |
| Risk level: | 5 |
| Range: | Partner |
| Investment Management Charge: (IMC) |
0.20% |
| Ongoing charge: (OCF) |
0.08-0.09% |
| Risk level: | 6 |
| Range: | Partner |
| Investment Management Charge: (IMC) |
0.20% |
| Ongoing charge: (OCF) |
0.08-0.09% |
| Risk level: | 7 |
| Range: | Partner |
| Investment Management Charge: (IMC) |
0.20% |
| Ongoing charge: (OCF) |
0.08-0.09% |
| Risk level: | 8 |
| Range: | Partner |
| Investment Management Charge: (IMC) |
0.20% |
| Ongoing charge: (OCF) |
0.08-0.09% |
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