Passive investing

ETFs can help protect returns from the dent made by active fund fees

Fund fees have fallen overall, but passive investments still offer the best defence against erosion of returns, writes Jose Garcia-Zarate.

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How helpful will the inclusion of ETFs in fund sectors be for investors?

The IA has launched a consultation on the potential inclusion of ETFs in its 37 fund sectors.

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The most popular tracker funds and ETFs of 2018

We reveal the most popular low-cost passive investments of the year.

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With markets taking a dive, should passive investors reconsider?

Passive funds have done well during years of buoyancy, but Tom Bailey asks whether investors need smarter strategies for a more volatile future.

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Thematic ETFs: accurate predictors of the future or false prophets?

Thematic ETFs are good at grabbing the imaginations of investors, but their speculative nature and individual idiosyncrasies need to be understood.

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Do shares outperform bonds? That depends on whether you are a good or bad investor

While it is true that equities outperform bonds in aggregate, the unequal performance of shares means not all equity portfolios will.

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Tactical Asset Allocator: opportunities for dip buyers after October sell-off

The reversal of the sudden technology stock slide that sank stock markets in early October should help revive equity and bond values.

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Active funds fail to keep pace with passive fee cost cuts

Despite the steady downward trend in active fees, passive investment funds have cut fees much more aggressively, with average fees being cut by 28% over the same time period.

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Why ETFs with a ‘style’ bias should come with a health warning

Smart beta funds, which aim to deliver returns above a like-for-like index, come with risks that investors should not overlook.

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