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Financial Happenings Blog
Monday, August 30 2010
The latest semi-annual Standard & Poor's Index Versus Active Funds (SPIVA) scorecard for Australia has been published and does not provide any better news for active fund managers.  The key findings were:
  • For the 5 years to the end of June, more than 60% of all active funds underperformed relative to their benchmarks.
  • The S&P ASX200 has outperformed approximately 65% of active Australian equity funds over the 5 years. (72% over the past 12 months)
  • 70% of Australian equity small-cap funds out-performed the S&P ASX200 Small Ordinaries (Our preferred Dimensional Small Company Trust beat this index by 4.40% over the 5 year period.)
  • Over a 5 year period the MSCI World ex Australia index has outperformed more than 77% of actively managed funds. (57% over the past year.)
  • The S&P ASX 200 A-REIT index has outperformed more than 62% of active A-REIT funds over the past 5 years. (Outperforming 88% of active funds over the past year.)

Yet again the evidence clearly shows that active managers fail to outperform.  To read the full report please click on the following link -
SPIVA scorecard.



Posted by: AT 07:42 pm   |  Permalink   |  Email
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