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Active v Passive Funds - Some Tests
Tom Bards
Posted: 27 March 2018 15:50:41(UTC)

Joined: 28/06/2017(UTC)
Posts: 69

Was thanked: 85 time(s) in 44 post(s)
Was considering buying a S & P 500 index tracker yesterday and while looking at that I also looked at the active American focused funds on HL. It was interesting considering the US market is always looked at as one that is very hard to beat for active managers.

Baillie Gifford American especially has significantly outperformed the S&P in the last year with a 26% return while UBS S&P 500 Index has achieved a negative return in the same time frame. Looking at the other active funds, most have returned on low side (5% or under). I wonder how Baillie Gifford has managed to achieve such a high return in the notoriously difficult US market.

King Lodos
Posted: 27 March 2018 16:14:52(UTC)

Joined: 05/01/2016(UTC)
Posts: 2,767

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Everything Baillie Gifford are in right now seems to go straight to the top of the league tables .. EM, China, US, Tech, etc.

They're on the right side of the big trend at the moment – Tech doubled the S&P500 return in 2017, so it's been a good place to be .. Whether it's down to luck or skill will be seen when Tech stops being the easy money trade
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