THE SYSTEMATIC DECLINE OF ACTIVE FUNDS
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        THE SYSTEMATIC DECLINE OF ACTIVE FUNDS

  Prescient Asset Management   Q3 of 2023 | 2 years ago

Active funds have been subjected to continuous waves of attack from passive alternatives, and the gist of the argument is that they are in some way inferior to their passive peers. The reasoning is mixed, but the argument’s primary drivers are historic under-performance over the past five years, lower fees and fund costs, and high tracking errors vs what investors are expecting – i.e., you invest in “SA equities”, but often get a completely different animal with an active approach, with returns drifting away from the markets.


SA - MA - I
SA - E - G
SA - E - LC
G - MA - F
SA - IB - VT
G - E - G
SA - MA - F
R - MA - F
SA - RE - G
SA - MA - HE
Did You Know ?

JSE listed the first Active Managed ETF , CoreShares Income AMETF in 2023.

As of 2023, the ownership of M&G Investments (prev. Prudential) is as follows:M&G Pls=50.12%; Staff=28.08%; Thesele Group=21.8% .

Asset manager Sygnia is a product of a management buyout in a larger transaction that was involving Cadiz buying African Harvest Fund Managers.

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Disclaimer
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.