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Showing 1 - 10 of 29 results for "SPIVA"

Aussie active equity managers lack persistent outperformance: SPIVA

KARREN VERGARA  |  WEDNESDAY, 13 MAY 2026
... struggle to persistently outperform in the medium term as those that shone four years ago failed to triumph in 2025, the new SPIVA Australia persistence scorecard reveals. Among the Australian equity funds that were ranked in the top quartile in 2021 ...

Active equity managers underwhelm in 2025: SPIVA

KARREN VERGARA  |  TUESDAY, 17 MAR 2026
While 2025 was ripe for stock picking and active fund managers thanks to dispersion widening, according to the latest SPIVA Scorecard, the majority still failed to beat the benchmark. Australian active managers' performance in 2025 proved to be "underwhelming," ...

Fewer global equity managers underperform: SPIVA

KARREN VERGARA  |  TUESDAY, 9 SEP 2025
... trailing their benchmarks, marking a substantial improvement from the 71% long-run underperformance rate, according the SPIVA Australia Scorecard half-year analysis. Fifty-four percent of global equity general funds trailed the benchmark in the six months ...

Sliver of Aussie global equity managers beat index: SPIVA

KARREN VERGARA  |  TUESDAY, 25 MAR 2025
... Australian global equity fund managers outperformed the benchmark, making 2024 one of the worst years for performance, the latest SPIVA Scorecard shows. Last year saw 85% of active global equity funds struggle to keep pace over the one-year period - ...

Global equity, AREIT managers biggest underperformers: S&P Dow Jones

KARREN VERGARA  |  TUESDAY, 29 OCT 2024
... period. Over 10 and 15 years, 75% and 71% underperformed respectively. The results echo the world stage in S&P's latest SPIVA Scorecard where most global equity funds domiciled in the US, Europe, Japan, and Canada underperformed the S&P World Index ...

'Challenging period' for active managers

ELIZA BAVIN  |  WEDNESDAY, 9 OCT 2024
The S&P Dow Jones SPIVA Global Scorecard has revealed another tough year for active management in 2024. Initially covering just US-domiciled funds, nine regional year-end scorecards now cover active performance in funds operating in markets in Australia ...

Large-cap equity funds continue underperformance: SPIVA

KARREN VERGARA  |  FRIDAY, 1 MAR 2024
... equity fund managers turned in their second-worst year of underperformance as 77% failed to beat their benchmark, the latest SPIVA study shows. Aussie large-cap managers suffered their worst-performing period in 2023 - not since 2018 when 86% of them ...

Most Australian actively managed funds lag the index

ANDREW MCKEAN  |  WEDNESDAY, 13 SEP 2023
... the first half of 2023, 55% of Australian equity funds underperformed the S&P/ASX 200 index, according to the S&P Global SPIVA Australia Scorecard. But the S&P Global SPIVA Australia Scorecard - which measures the performance of actively managed funds ...

Active fund outperformance mostly short-lived: SPIVA

ANDREW MCKEAN  |  WEDNESDAY, 31 MAY 2023
The S&P Indices Versus Active (SPIVA) Persistence Scorecard has shown a staggering number of Australian actively managed funds failed to outperform over five consecutive years. According to the report, nearly no actively managed equity, A-REIT and fixed ...

Active fund managers historically underperform: SPIVA

KARREN VERGARA  |  WEDNESDAY, 15 MAR 2023
... actively managed Australian equity funds are underperforming in the short term and across every time horizon, the latest SPIVA Scorecard reveals. Nearly 79% of active fund managers focused on Aussie equities underperformed the S&P/ASX 200 benchmark in ...
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