active v passive

Active funds beat passives this year, but not over last decade

Active global and US funds posted their best performance against comparable index trackers in the first half of the year, but UK funds did less well, according to the latest AJ Bell Manager versus Machine report.
Only 33% of active funds outperform passive

Only a third, 33%, of active funds have outperformed passive alternatives over 10 years and just 31% of active funds outperformed passive funds in 2024.
Study reveals shift from active v passive debate as larger firms use both
Female fund managers failing to grow in number in UK
AJ Bell launches new ‘Pactive’ portfolio service
Fund buyers favour active management, survey reveals
Active funds ‘fail to impress’, says Morningstar
Active equity managers fight back

Key Links