The long-held consensus that hard-nosed funds offer a much more reliable route to outperformance than ethical or socially responsible alternatives is crumbling.
While Woodford’s argument may be theoretically sound, when UK domestic stocks will recover is unknown and unknowable.
Passive funds tracking bespoke indices biased to specific market factors have gained traction. Are they worth the extra cost, asks David Prosser.
Passive investors can’t take a back seat with their analysis, says Peter Sleep.
The financial watchdog says it plans to publish statistics on active funds that have provided long-term underperformance.
The bounce-back of Money Observer Rated Funds savaged at the end of last year has been remarkable, with 86 funds beating the MSCI World index benchmark.
According to BMO’s FundWatch survey, the IA UK Smaller Companies fund sector has the highest percentage of funds that beat their peers on a regular basis.
Taking a core/satellite approach to fund portfolio construction is sensible. Paul Hookway looks at the options for different markets and assets.
What are the various scenarios and possible options for self-invested personal pension investors as retirement nears?