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PASSIVE INVESTING – GOING UNDER THE BONNET (HARD DRIVE)! 40FUND BLENDING – INDEX STYLE.Schroder Income MaximiserJupiter Merlin IncomeStandard Life Inv GARSM&G Property PortfolioCazenove UK Smaller Co’s
PASSIVE INVESTING – GOING UNDER THE BONNET (HARD DRIVE)! 41FUND BLENDING – INDEX STYLE.Schroder Income Maximiser• Index funds – dividends?• Sells growth for incomeJupiter Merlin Income• Reduces portfolio cost• Complimentary income storyStandard Life Inv GARS• Reduces portfolio cost• Enhances UK exposureCazenove UK Smaller Co’s• Index dominated by large cap• Offers balance and exposureM&G Property Portfolio• No Direct commercial property index fund• Bricks & mortar rather than equities
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presentation - Legal & General

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