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25 Apr 2018

Analysing active & passive performance

Finding the right blend between active and passive in your portfolio wasn’t easy in 2017. A chaotic first few months suggest it won’t be any easier this year, but our annual analysis of the performance of 5,500+ European-domiciled active funds could help you put your money to work more effectively. Last year’s study shows active managers fared better in 2017 than in previous years – albeit their results were no better than the long-term average. The key highlights from the study include:

  • More than half (56%) of all active managers underperformed
  • Equity managers demonstrated the strongest improvement, with 47% outperforming
  • Fixed income managers also recaptured some lost ground, with 39% outdoing their benchmarks
  • Over 10 years the numbers are still disappointing however

 

Read the report