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Showing 1 - 8 of 8 results for "SPIVA Australia"

Aussie active equity managers lack persistent outperformance: SPIVA

KARREN VERGARA  |  WEDNESDAY, 13 MAY 2026
... 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, none of the ...

Fewer global equity managers underperform: SPIVA

KARREN VERGARA  |  TUESDAY, 9 SEP 2025
... 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 to ...

Most Australian actively managed funds lag the index

ANDREW MCKEAN  |  WEDNESDAY, 13 SEP 2023
... 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 against ...

Rising number of active funds underperforming: SPIVA

ANDREW MCKEAN  |  FRIDAY, 9 SEP 2022
... Versus Active Funds (SPIVA) Australia Scorecard. However, although long-term performance statistics are poor, the SPIVA Australia scorecard said the first half of 2022 contained some bright spots for active managers. "In the first half of 2022, outperformance ...

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 ...

Fund managers adapt to market pain

KANIKA SOOD  |  THURSDAY, 21 MAY 2020
... 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 but as the year ...

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
... 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% of these ...
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