Is there any point investing in the US actively?
Active funds don’t come close to the high returns of the index trackers, with many multi-asset managers cutting their active exposure all together
Trackers
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LSEG report: Most active funds are underperforming their benchmarks
Only 35% of active funds beat their benchmark over the past 12 months, and ESG portfolios were even worse off
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Generation next: Elston’s Qiao on bouncing bonds and ‘true active’ investing
Elston Consulting fund selector Jackie Qiao discusses how she sees active funds evolving over the next decade
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IA funds attract £6bn inflows in 2023 despite June redemptions
£1bn pulled from funds in June, including a net £858m from UK equities
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HANetf rolls out European Green Deal offering
Fund tracks Societe Generale’s SGI European Green Deal index
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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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Hargreaves adds L&G passive ESG strategy to Wealth Shortlist
It could represent a ‘low-cost starting point for a portfolio aiming to deliver long-term growth in a responsible way’
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Virgin tracker fails to lure Isa flows as it drops 1% fee
Highlighting how expensive it was in the first place may not have helped
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Virgin silent on 1% tracker as it inks Aberdeen Standard deal
Changes unlikely to be forthcoming until at least Q2
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Costly trackers enjoy last hurrah before FCA value for money changes
Virgin charges investors 1% for a tracker fund that fell more than 10% in 2018
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PA ANALYSIS: Why SRI trackers have outperformed
Some sustainable index trackers have outperformed their plain vanilla peers since they were established a few years ago, while others haven’t.
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IBOSS slashes active holdings; brings down OCFs
Boutique multi-manager IBOSS AM has dramatically cut its portfolios’ exposure to active managers, reducing its OCFs in the process.