High active share key to beating passives as value rally stalls
Just a quarter of active funds outperformed their passive counterparts in Q2
Active Share
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Henderson fine prompts calls for funds to disclose active share
Industry mixed on whether FCA governance changes will help tackle closet tracking
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Better returns come in contrarian, uncorrelated packages
What is the solution to constructing the perfect equity portfolio? Invest across a number of small funds with different specialisms, with high conviction and active share, says Willis Towers Watson (WTW).
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PA ANALYSIS: Time running out for Europe’s closet trackers
With returns from European equities distinctly harder to come by than during the QE inspired climb last year, active funds falling short in active share terms are going to find investors less forgiving.
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PA OPINION: Active share trend ‘misunderstood and misused’
‘Active share’ is fast becoming fund management’s equivalent to the selfie stick. A fashionable parade of vanity that’s damn annoying for everyone else out of the picture.
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Bullish Baillie Gifford Japan
Baillie Giffords Japan Trust has released its active share figure for the first time.
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Baillie Gifford joins active share push
Baillie Gifford has said it will publish the active share figure on its retail fund factsheets from 28 February.
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Active share neither silver nor bullet shaped
Robin Geffens call for the Financial Conduct Authority to make the disclosure of active share mandatory is the latest shout in what is a growing clamour for better ways to provide evidence of what he refers to as truly active management.