Invest in Efficiency
Active Management with Passive Efficiency
The advantages of Passive Underlyings
7 solutions for different profiles
Choose from seven strategies, with expected equity exposure ranging from 15% to 90¹.
Active management
Asset allocation is managed through sophisticated modeling techniques and calibrated daily to adapt to evolving market conditions.
Tax efficiency
Strategic rebalancing is structured to reduce the impact of capital gains taxation.
Lower costs
Management expenses are optimized by leveraging the efficiency of the underlying passive investment instruments.
Choose from 7portfolios with increasing exposure
With Wirex Passive Underlyings, you can select from seven portfolios featuring gradually increasing equity exposure, designed to match different risk profiles and investment objectives.
This approach blends the expertise of active management with the efficiency of passive instruments. The Passive Underlyings fund range offers broad diversification, optimized cost structures, and tax advantages, supported by proprietary algorithms and advanced quantitative methodologies aimed at identifying opportunities across global markets with discipline and precision.
Passive Underlyings 3 – Wallet 1
Actively managed fund of funds using underlying passive instruments, targeting 15% equity exposure while maintaining a conservative, balanced risk-return profile.
*15% expected equity exposure: As per the Prospectus, the maximum equity exposure of Passive Underlyings 3 is 25%.
Passive Underlyings 4 – Wallet 2
Actively managed fund of funds with passive underlying instruments, targeting 20% equity exposure while keeping a balanced, conservative risk-return profile.
*20% expected equity exposure: according to the prospectus, the maximum equity allocation for this wallet is 30%.
Passive Underlyings 5 – Wallet 3
Actively managed fund of funds with passive underlying instruments, targeting 30% equity exposure while maintaining a balanced, conservative risk-return profile.
*30% expected equity exposure: according to the prospectus, the maximum equity allocation for this wallet is 40%.
Passive Underlyings 6 – Wallet 4
Actively managed fund of funds with passive underlying instruments, targeting 40% equity exposure while maintaining a moderate, balanced risk-return profile.
*40% expected equity exposure: according to the prospectus, the maximum equity allocation for this wallet is 55%.
Passive Underlyings 7 – Wallet 5
Actively managed fund of funds with passive underlying instruments, targeting 60% equity exposure while maintaining a moderate, balanced risk-return profile.
*60% expected equity exposure: according to the prospectus, the maximum equity allocation for this wallet is 65%.
Passive Underlyings 8 – Wallet 6
Actively managed fund of funds with passive underlying instruments, targeting 85% equity exposure while maintaining a more aggressive risk-return profile.
*85% expected equity exposure: according to the prospectus, the maximum equity allocation for this wallet is 100%.
Passive Underlyings 9 – Wallet 7
Actively managed fund of funds with passive underlying instruments, targeting 90% equity exposure while maintaining a more aggressive risk-return profile.
*90% expected equity exposure: according to the prospectus, the maximum equity allocation for this wallet is 100%.
Automatically Optimized Investment Strategy
Cost Efficiency
Benefit from a highly competitive structure with no performance fees and full transparency on portfolio composition.
Advanced Technology
Leverage sophisticated analytical models processing extensive data sets, supported by innovative programming tools to enhance decision-making.
Dedicated Quantitative Management
Investment strategies are built on in-depth quantitative analysis of up to 50 years of historical market data, combined with systematic portfolio rebalancing to maintain alignment with target allocations.
Questions? We're here to help
What does Active Management mean?
Active management seeks to outperform a reference benchmark by adopting a flexible asset allocation approach. The portfolio manager adjusts asset weights according to market outlooks and analytical insights, concentrating on sectors and securities with the strongest potential to generate above-average returns.
Wirex Passive Underlyings portfolios are built through the selection of appropriate instruments based on advanced quantitative analysis. They are rebalanced daily using proprietary algorithms and data-driven models, with the objective of optimizing performance for each defined risk profile across European and U.S. markets.
