Tag Archives: S&P/ASX 200 A-REIT
Tucking in to the SPIVA Australia Mid-Year 2022 Scorecard
The semiannual S&P Indices Versus Active (SPIVA®) Scorecard1 measures the performance of actively managed funds against their corresponding benchmarks in various markets around the world. The latest Australian edition, the SPIVA Australia Mid-Year 2022 Scorecard, provides a number of interesting insights about the performance of active versus passive across active fund categories. Although the long-term…
- Categories Equities, Fixed Income
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2022, Active, active management, Active vs. Passive, ASX, Australia, Australian bonds, Australian equities, Benedek Voros, IIS, Index Investment Strategy, Mid-Year 2022, Passive, passive investing, REIT, S&P Developed Ex-Australia LargeMidCap, S&P/ASX 200, S&P/ASX Australian Fixed Interest 0+ Index, S&P/ASX Mid-Small, SPIVA, SPIVA Australia
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- Equities, Fixed Income
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- 2022, Active, active management, Active vs. Passive, ASX, Australia, Australian bonds, Australian equities, Benedek Voros, IIS, Index Investment Strategy, Mid-Year 2022, Passive, passive investing, REIT, S&P Developed Ex-Australia LargeMidCap, S&P/ASX 200, S&P/ASX Australian Fixed Interest 0+ Index, S&P/ASX Mid-Small, SPIVA, SPIVA Australia
Why Did the Majority of A-REIT Funds Outperform in the Past 12 Months?
In the mid-year 2017 SPIVA® Australia Scorecard, 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 funds stood out as the best-performing category versus their benchmark, the…
- Categories Equities, Fixed Income
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- Equities, Fixed Income
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