Q2 2025 Passive Portfolio Update: What the Market Isn’t Telling You—And How Slow & Steady Wins BIG

Q2 2025 Passive Portfolio Update: What the Market Isn’t Telling You—And How Slow & Steady Wins BIG

New purchase: £65.50

Buy 0.146 units @ £450.08

Target allocation: 5%

UK gilts

Vanguard UK Government Bond Index – OCF 0.12%

Fund identifier: IE00B1S75374

New purchase: £301.30

Buy 2.259 units @ £133.39

Target allocation: 23%

Global inflation-linked bonds

Royal London Short Duration Global Index-Linked Fund – OCF 0.27%

Fund identifier: GB00BD050F05

New purchase: £222.70

Buy 205.443 units @ £1.08

Dividends reinvested: £167 (Buy another 154.06 units)

Target allocation: 17%

New investment contribution = £1,310

Trading cost = £0

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