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The Myth About Passive Investing

Over the last 10 years, the skill of fund managers has increasingly been called into question, and an ever-growing number of investors, advisers and investment analysts now see a passive investment approach as a better option. In this feature, we show why active investing actually deliver greater returns than their passive counterparts despite continued claims to the contrary.

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  • Why active funds still outshine their passive rivals 
  • Find out the 1, 3 & 5-year growth of 134 passive funds  1 and 5 star
  • See where each passive fund ranked in their sector for performance.

Are Passive Funds Better Than Active?

In this report, we detail the findings from our study of passive funds during the 1, 3 & 5 years to October 2017. We found that 100% of the top performing funds in each sector within the IA universe were actively managed. In the 1 year period up to October 2017, we also found that 59.7% of passive funds delivered growth that was below the sector average and over 5 years this margin was even greater as some 68.75% of passive funds underperformed their sector average.  

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  • The performance rating for over 100 passive funds
  • The 1, 3 & 5-year growth and sector ranking of each fund 
  • See how each passive funds' performance fared alongside their actively managed rivals.

Yodelar Investor Magazine

Access up-to-date fund manager reviews and fund manager league tables, best performing fund reports, top portfolio reports, and much more every month as part of the Yodelar Subscription. Subscribe today and get instant access to all for £1.

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  • Fund manager league tables & fund manager reviews
  • Fund performance tables on all funds
  • 1-5 star performance rating applied to each fund according to sector

Get A Free Analysis of Your Portfolio

Submit your portfolio for a complimentary analysis. Our new business team will analyse each fund you invest in, and identify how they rank for performance alongside all other competing same sector funds. Get a comprehensive quality review of your overall portfolio. It all starts here, and it all starts free.

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  • Detailed Fund rating (1-5 star)
  • Overall Portfolio Analysis (1,3 & 5 yrs)
  • Top Portfolio Comparison