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As the global markets started to recover, the S&P/ASX 200 gained 17.2% in 2021. Did active managers find opportunities to outperform in this market environment?
The SPIVA Australia Scorecard reports on the performance of Australian active funds against their respective benchmark indices over different time periods. In this scorecard, we evaluate the returns of Australian large-cap equity funds, Australian mid-small cap equity funds, international equity funds, Australian bond funds, and Australian A-REIT funds.
In 2021, more than one-half of the funds in the Australian Equity General and Australian Equity Mid- and Small-Cap categories beat their respective benchmarks, though the majority of funds in the International Equity General, Australian Bonds, and Australian Equity A-REIT categories recorded smaller returns than their respective benchmarks.
To find out more information and download S&P Dow Jones Indices Year-End SPIVA Australia 2021 report please visit their webpage here.
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