Active funds outperform trackers over last decade

Professional Adviser
clock

Research from the WM Company shows that in 2001, actively managed pension funds outperformed tracker...

Research from the WM Company shows that in 2001, actively managed pension funds outperformed tracker funds in most of the major markets. In the 10-year period to the end of 2001, active funds outperformed passive funds in five of the years. The worst underperformance over those 10 years for active funds were in 1997 and 1998. A comparison of returns showed that the median index portfolio returned a loss of 13% in 2001, and a loss of 5.2% in 2000. The median active fund returned a loss of 12.8% in 2001 and a loss of 3.3%. However, over the 10-year period, while both active and tracker f...

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 uncategorised

Building Society-owned Newcastle Financial Advisers acquires Openwork firm

First of a number of acquisitions

Hannah Godfrey
clock 09 December 2019 • 1 min read

Bond managers fear hedges being undermined as liquidity dries up

The recent sell off in the bond market and growing liquidity issues have forced bond investors to use similar hedging techniques, undermining their effectiveness and causing concerns about how much downside protection funds really have.

Anna Fedorova
clock 03 July 2013 •

Police launch investigation into mortgage middleman fined £1m

West Midlands Police have launched a fraud investigation into a Birmingham financier over his role in sale and rent back agreements.

clock 25 June 2013 •