Morningstar IM’s Preskett: How tight is the fee differential between active and passive?
Where does sentiment lie in terms of the ongoing active/passive debate?
Where does sentiment lie in terms of the ongoing active/passive debate?
Part of the £5.5bn Research Enhanced Index platform
Things have picked up for active managers after a ‘bleak 2022’
Fundsmith Equity was the only active fund in the top 10 list
But Royal London was hit hardest as investors pulled over £4bn from active strategies in March
Despite Hargreaves Lansdown analysis being ‘a bit damning’ for active funds
Clear preference for trackers in Global, UK All Companies and Sterling Corporate Bond sectors
Active managers boast about being a better option in tough times but Q1 performance has been shaky
Thematic ETFs are proving popular but reopening trade is seen as an opportunity for active management
Baillie Gifford is an ‘outlier’ in a market where active managers’ fees are ‘unjustifiably high’ compared with passive counterparts
Investors are behaving like fund managers by trading active funds opportunistically and ‘buying and holding’ index trackers
Record 72 managers awarded ‘Alpha’ ratings by FE Investments a year after Covid pandemic decimated markets