Humans strike back in AJ Bell’s ‘Manager versus Machine’
Things have picked up for active managers after a ‘bleak 2022’
Active Versus Passive
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Tracker funds dominate AJ Bell retail investor portfolios in H1 2023
Fundsmith Equity was the only active fund in the top 10 list
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Fundsmith hit with outflows as active funds cede ground to passives
But Royal London was hit hardest as investors pulled over £4bn from active strategies in March
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Don’t count out active management amid land grab by passives
Despite Hargreaves Lansdown analysis being ‘a bit damning’ for active funds
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Passive funds more resilient than active rivals as investors prioritise cost and agility
Clear preference for trackers in Global, UK All Companies and Sterling Corporate Bond sectors
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Will active funds have an edge over passives in the next bear market?
Active managers boast about being a better option in tough times but Q1 performance has been shaky
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Active holds back passive deluge as reopening trade gives managers chance to shine
Thematic ETFs are proving popular but reopening trade is seen as an opportunity for active management
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Active equity funds still charging too much despite 15% drop in annual fees in four years
Baillie Gifford is an ‘outlier’ in a market where active managers’ fees are ‘unjustifiably high’ compared with passive counterparts
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Passive funds leave active in the dust as net inflows surge to $23.5bn in two years
Investors are behaving like fund managers by trading active funds opportunistically and ‘buying and holding’ index trackers
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Charles Younes: Why 2020 was the year active management demonstrated its value
Record 72 managers awarded ‘Alpha’ ratings by FE Investments a year after Covid pandemic decimated markets
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Christopher Bishun: How has Vanguard Lifestrategy performed compared to active alternatives?
Brooks Macdonald’s investment solutions director examines returns from the start of the coronavirus outbreak
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FE: Will active multi-asset funds ever get their mojo back?
Passive portfolios dominate performance tables for risk-targeted funds