To ensure clients continue to get optimal investment outcomes we are continually seeking out reliable research and in the last few weeks the 30 June 2015 SPIVA Scorecard was released. This is a regular paper which compares the historical results of Australian and international equity managers to benchmark returns.
In the latest report the evidence continues to highlight a significantly large % of “expertly” (actively) managed Australian and international portfolios underperform benchmark indices (S&P / ASX 200 accumulation index and MSCI World Ex Australia respectively) as follows:
| % UNDERPERFORMING benchmark
(or par value) |
||
| Time Period to 30 June 2015 | Australian Active
‘Large Caps’ |
International Active
‘Large Caps’ |
| 5 Years | 71% | 90% |
| 3 Years | 55% | 85% |
| 1 Year | 53% | 67% |
To view the full report please go here: http://goo.gl/xNKynj