Peter Sleep

Buying a passive fund does not mean taking a passive approach

There is no hiding it, really – putting together a portfolio that is right for you is complicated, even if you use tracker funds or exchange traded funds, which are often misleadingly called ‘passive’ investments.

It takes considerable work and research to find an investment portfolio you are happy with and that meets your needs. It can help a lot if you speak to a financial planner, but even then, some preparation is recommended.