Passives account for 10% of adviser platform assets - Platforum

Younger investors more likely to hold passives

Victoria McKeever
clock • 3 min read

Adviser platforms now hold a tenth of their assets in passive investments, with 9% in tracker funds but just 1% in exchange-traded funds (ETFs), research from Platforum has found.

In contrast, direct-to-consumer (D2C) platforms hold 8% of their assets in passives but with a higher proportion in ETFs - the split being 5% in tracker funds and 3% in ETFs. While few advisers (6%) had clients without any passives in their portfolios, Platforum said passives had not yet become the dominant type of fund. More than half of advisers invested a fifth (20%) or less of clients' portfolios in passives and fewer than one in seven advisers (15%) invested more than half of clients' portfolios in passives. Younger investors were also more likely to invest in passives, according...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

AJ Bell posts record rise in platform flows as AUA hits £108.7bn

AJ Bell posts record rise in platform flows as AUA hits £108.7bn

Net flows up 42%

Cristian Angeloni
clock 23 April 2026 • 2 min read
Why advisers should adopt Gaudi's 'my client is not in a hurry' approach

Why advisers should adopt Gaudi's 'my client is not in a hurry' approach

Dan Brocklebank makes keynote speech at PA360

Isabel Baxter
clock 23 April 2026 • 2 min read
Four Asian investment lessons in the face of turmoil

Four Asian investment lessons in the face of turmoil

South Korea, Vietnam and Indonesia have suffered some of the biggest falls since the start of the war

Gabriel Sacks
clock 23 April 2026 • 4 min read