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Showing 1 - 10 of 23 results for "SPIVA"

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 ...

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 ...
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