ASPIM Growth

It takes a true partnership to help clients achieve their goals. Combining the best of financial planning, investment management and client service.

ASPIM Index

The index portfolios are for investors who are looking to invest in a diversified range of assets and markets worldwide through passive vehicles.

Key benefits

10 portfolios, risk profiled 2-11
Multi-asset portfolios
Actively managed

Fees

DFM fee 0.15%
Ongoing charge (OCF) 0.27%

*at 31.10.2025. Based on ASPIM Index 5. See factsheet for latest OCFs.

Strategic asset allocation

ASPIM Index 2

ASPIM Index 3

ASPIM Index 4

ASPIM Index 5

ASPIM Index 6

ASPIM Index 7

ASPIM Index 8

ASPIM Index 9

ASPIM Index 10

ASPIM Index Equity

Equity

Fixed interest

Alternatives

Cash

For illustrative purposes only. The Strategic Asset Allocation (SAA) is reviewed and updated annually. Data at 30.11.2024. Please refer to the latest factsheet for the current asset allocation.

ASPIM Growth

ASPIM Index