Top Story
Rlam switches two funds to passive, removes trail
AMC has fallen to 20bps, down from a previous AMC of 1 per cent.
About
With the incoming Retail Distribution Review bringing renewed focus onto investment management charges, attention has once again turned to the debate between active and passive strategies and which is best for different clients.
News
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Active management pitched as best strategy for fixed income
Wealth manager sees no sign of sell-off in bond market, says corporate space key to finding returns
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Which? research suggests active managers fail to beat market
Active versus passive debate continues as consumer group weighs in with new findings
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Cofunds reports post-RDR passives boom
Passives funds with “active overlay” to see strong inflows following success of Schroders fund with 35bps AMC.
Analysis & Opinion
Advisers should apply same rigour to passive as active
Advertorial: The misconception that all index funds are, by and large, the same is misleading.
Tracker funds: Same stocks, different costs
Trackers are becoming more popular, but are they as cheap as they seem? Charlotte Richards finds out in the Passive Investing special report
Stockpicking report raises questions for passive advocates
A new report raises important issues in relation to the passive v active debate.
Recent Articles
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Monkey see, monkey do: Outperforming simians and bitcoins
During the past week, my mind has been expanded by two things: a joke about monkeys and bitcoins.
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UK managers burying £1bn costs in ‘bundled’ commissions
Active managers scooping up five times the amount necessary to carry out dealing, company claims.
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Clean fee class cost revelations could benefit passives
Of course, clean never necessarily meant cheap, but it did suggest that pure fund charges would fall.
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FSA closes door on passive-only IFA propositions
Passive investments were not deemed a “relevant market” so an IFA must always begin with the whole of the market.
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Beta investing: Combining active and passive
Advertorial: HSBC’s head of EMEA wholesale discusses his firm’s approach focusing on achieving beta returns.