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Showing 11 - 20 of 29 results for "SPIVA"

ETFs, smart beta grow in popularity

CASSANDRA BALDINI  |  FRIDAY, 16 SEP 2022
... explained that, despite market volatility, fund managers aren't taking an active approach. "By way of example, the June 2022 SPIVA scorecard by S&P Dow Jones revealed 31.8% of Australian equity mid and small cap funds beat their benchmark indices in ...

Rising number of active funds underperforming: SPIVA

ANDREW MCKEAN  |  FRIDAY, 9 SEP 2022
... underperform in every reported category over longer-term horizons, according to the biannual S&P Indices Versus Active Funds (SPIVA) Australia Scorecard. However, although long-term performance statistics are poor, the SPIVA Australia scorecard said ...

A solution to active fund underperformance

ANDREW MCKEAN  |  FRIDAY, 12 AUG 2022
... continue to invest in active funds, saying underperformance by active managers is not a recent phenomenon. According to the SPIVA scorecard produced by the S&P Dow Jones Indices, over the last 15 years almost 84% of actively managed Australian equity ...

Active funds continue underperformance

ELIZABETH MCARTHUR  |  WEDNESDAY, 16 MAR 2022
S&P Dow Jones Indices SPIVA Australia Scorecard has revealed just over half of Australian equities funds beat their benchmarks last year, with active funds underperforming. Last year, just over half of Australian funds in the Equity General and Equity ...

The other side of the ETP growth story

ELIZABETH MCARTHUR  |  WEDNESDAY, 5 MAY 2021
... in unit trusts, the ETFs resulted in a 60% reduction of fees across the portfolio. Yates also pointed to the latest S&P SPIVA report which found that even when the markets were down during COVID-19 volatility, Aussie equities active managers largely ...

Active manager performance slumps: SPIVA

KARREN VERGARA  |  TUESDAY, 29 SEP 2020
... has wiped out the performance gains of active fund managers against their respective benchmarks, according to the latest SPIVA scorecard. S&P Dow Jones Indices' SPIVA scorecard, touted as the "de facto scorekeeper of the ongoing active versus passive ...

Fund managers adapt to market pain

KANIKA SOOD  |  THURSDAY, 21 MAY 2020
... equities fund managers steadily improved in performance relative to benchmark from January to March, according to an updated SPIVA Australia Scorecard from S&P. In January, only 21.6% of Australian equities (general category) funds beat the benchmarks ...

No time to look back

ELIZA BAVIN  |  FRIDAY, 27 MAR 2020
In rough times it can seem beneficial to look back at past experiences and think 'If I got through that, I can get through this', but if you ask the fund managers and traders of the world, the consensus is this time does not compare to 1987 ...

Mid and small-caps outperform in 2019

ALLY SELBY  |  TUESDAY, 3 MAR 2020
S&P Dow Jones Indices has released its annual SPIVA Australia Scorecard; a report measuring the performance of active funds against their respective benchmark indices - and mid and small-caps have come out on top. Surveying returns from 829 Australian ...

Market cap funds disappoint investors: Report

KARREN VERGARA  |  TUESDAY, 5 MAR 2019
... recorded relatively poor performance compared to the prior year. This is according to the latest S&P Dow Jones Indices' SPIVA Australia Scorecard, which showed nearly 87% of Australian equity funds could not beat their designated benchmarks. About 4% ...