Persistence of Australian Active Funds

June 2020 Content provided by S&P Dow Jones Indices Research Paper: Persistence Scorecard – Australia While comparing returns against a benchmark is a common practice to evaluate the performance of active funds, performance persistence is an additional test of the fund managers’ skills at overcoming different market environments. In this report, we measured the performance…

When to be In the Stock Market and When to be Out

March 2020 Real-money Case Study on How to Decide When to be In the Stock Market and When to be Out This recorded webinar discusses a rules-based investment strategy and process, used by self-directed investors in the stock market, that handsomely outperformed the market and investing professionals during 2019 and Q1 2020. While taking similar…

Should your SMSF have a managed account?

February 2018 Bryan Ashenden, Head of Literacy and Advocacy at BT Financial Group.  Even for the most astute investors and SMSF trustees, acronyms and naming conventions in the investment industry can be confusing. Many investors are aware of the difference between direct investing (usually into equities) or investing into a managed fund, where you have…

Why did the majority of A-REIT funds outperform in the past 12 months?

October 2017 In the mid-year 2017 S&P Indices Versus Active (SPIVA®) Australia Scorecard (available here), the majority of Australian funds underperformed their respective benchmarks across most categories, similar to previous scorecards. More than 80% of Australian Mid- and Small-Cap funds underperformed the S&P/ASX Mid-Small over the past 12 months. In contrast, A-REIT (Australian Real Estate Investment…

Index Literacy – Who’s Behind the Index? (Chapter 2)

July 2017 An index provider is a specialized firm that is dedicated to creating and calculating market indices and licensing its intellectual capital as the basis of passive products. Click here to download the full article.  This series explores indices-related topics ranging from the basics of indices and their applications to the core concepts of…

Index Literacy – An Investor’s Guide to Indices (Chapter 1)

March 2017 Whether you’re looking to track a market’s performance, evaluate your portfolio, or invest in index-linked investment products, indices are indispensable financial tools. Click here to download the full article.  This series will explore 101-level topics ranging from the basics of indices and their applications to the core concepts of passive investing, and will feature…

Index Literacy – Index Access Via Products (Chapter 3)

January 2017 Index-linked investment products make passive investing possible as they come in many shapes and forms. Click here to download the full article.  This series explores indices-related topics ranging from the basics of indices and their applications to the core concepts of passive investing, and will feature the following chapters; Chapter 1: Defining an…

Indexing 101: Three Reasons to Consider Index Funds

November 2016 Priscilla Luk, Senior Director, Global Research & Design, S+P Global Index-based investing involves choosing investment products that track or mirror a market or segments of a market, such as the S&P/ASX 200. The goal of investing with an index-linked product is to achieve the same return as the index, thereby achieving pure exposure…