PASSIVE FUNDS

Expert Analysis

Active and passive investment strategies have been battling for investors’ attention for many years but the tough conditions in markets currently make a strong case for a...

Funds management

With just one day to go before the 2023 Fund Manager of the Year awards, Money Management spoke to the finalists of Passive - Equity Fund of the Year....

Features

Vanguard’s Aidan Geysen explains how advisers can determine the right mix between active and passive funds for a client’s portfolio and how they can help a client meet th...

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Funds management

Investors in passive emerging markets funds could find themselves unknowingly investing in companies with poor ESG standards, according to Stewart Investors manager Jack ...

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Funds management

The ability to manage the downside when markets fall is limited in passive investments, according to a small cap boutique manager....

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Funds management

Australian broad cap equities prove a pretty strong case for active management, with only one exchange-traded fund sitting in the top quartile for the year to last month’...

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Funds management

October’s market correction saw Australian broad-cap funds slide and a new leader-board established. ...

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Funds management

Active funds investing solely in Chinese equities have delivered solid returns over the last 12 months, according to FE Analytics....

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Funds management

Active funds have outperformed some of their passive peers investing in Australian equities, according to Money Management’s analysis based on FE Analytics’ data....

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Features

As there is a large degree of replication amongst large equity funds, and similarity in performance, there is a case to use both active and passive strategies, Julian Bea...

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Funds management

Stockspot says financial advisers should be doing their homework at the end of the financial year, as over 70 per cent of active funds are under performing. ...

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month 2 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month 2 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month 3 weeks ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

6 days 22 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

3 weeks 5 days ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

3 weeks 4 days ago