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...Of the 1,462 active Global Equity funds managed out of Europe, only 18 per cent beat their low-cost passively managed counterparts over three years after fees....
...JPMorgan has carved out a dominant position in Europe’s nascent market for actively managed exchange traded funds, far surpassing the level in its US home market where it manages the largest such vehicle...
...A rival macro hedge fund managed by Chris Rokos, a co-founder of Brevan Howard, gained 9 per cent last year, and made a billion dollars at the start of this year betting that US interest rates would not...
...By contrast, actively managed mutual funds lost $469bn to investor redemptions....
...His firm managed more than £10bn for investors at its peak. “I have spent the last five years reflecting on the reasons why,” he said....
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...At a meeting held last month, the firm proposed to its board of trustees for Pimco Funds that it consider converting its $141mn Mortgage-Backed Securities Fund from a mutual fund into an ETF, the filing...
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...Fund providers in Europe that until recently saw little threat to their business model of selling actively managed mutual funds appear to be changing their tune....
...But, in Europe, passively managed sustainable fund strategies, including exchange traded funds, held up well....
...In its annual white paper to parliament on the country’s two main wealth funds — the smaller domestic Government Pension Fund Norway and Government Pension Fund Global (which is managed by NBIM) — the Norwegian...
...Over 20 years, more than 90 per cent of actively-managed equity funds in every sector underperformed their benchmark....
...Before joining the New Zealand Super Fund in 2019, Gilmore was chief investment strategist at Australia’s Future Fund, another sovereign wealth fund where he managed portfolio strategy and overlays as well...
...US fund assets will be passively managed by 2027, the French government presses the UK to help fill a multibillion-pound hole in nuclear projects, and Israel is creating a buffer zone within Gaza....
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...Passively managed funds under management have climbed 80 per cent since 2017 to £325.4bn, according to the Investment Association. That makes up 23 per cent of the total of £1.4tn....
...Passively managed US mutual funds and exchange traded funds have for the first time amassed more money than their actively managed counterparts, thanks in large part to years of strong inflows into the increasingly...
...The FCA findings — which are preliminary and are being challenged by Woodford and WIM — come five years after Woodford’s fund was suspended and closed, which at its peak managed more than £10bn....
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