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Showing 1 - 5 of 5 results for "Passive Barometer"

Active managers face selection test: Morningstar

VINNY VUCAGO  |  THURSDAY, 24 SEP 2026
... strategies generally outperforming across most Australian investment categories. Morningstar's 2026 Australia Active/ Passive Barometer, covering more than 800 Australian domiciled managed funds and ETFs across nine categories to June 2026, found passive ...

Passive strategies show 'higher survivorship' over active: Morningstar

RIDDHIMA TALWANI  |  FRIDAY, 14 NOV 2025
... actively managed counterparts across major segments over the past year, according to Morningstar's latest Active/Passive Barometer. The study spanned over 800 open-ended strategies in Australia across nine categories including large-blend, mid/small ...

Active managers outperform in limited asset classes, fall short in survivorship

KARREN VERGARA  |  MONDAY, 18 NOV 2024
... equity income and bonds, but the latter has better survivorship rates, according to Morningstar's latest Active/Passive Barometer report. The analysis of more than 800 open-ended strategies domiciled in Australia over trailing three-, five-, and 10-year ...

A-REIT strategies outperform G-REITs

CHLOE WALKER  |  MONDAY, 13 NOV 2023
... their global counterparts have struggled. Morningstar's latest analysis, based on Morningstar's inaugural Active/Passive Barometer, used a sample size of 27 active and seven passive A-REIT strategies, and 16 active and five passive global real estate ...

Active funds outperform passive strategies - sometimes

ANDREW MCKEAN  |  MONDAY, 6 NOV 2023
... dominant in markets with representative indexes. According to the research house's inaugural Australian Active/Passive Barometer, active funds in the Australian mid/small blend category consistently outperform passive counterparts over three, five, and ...
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