The latest passive-funds news for investment advisers and wealth managers

Companies

Tatton AM launches range of passive funds as AUM surpasses £20bn

Net flows double from last year

13 November 2024 • 1 min read

Investment

Partner Insight: Active Management Can Unlock Hidden Yield

Active managers can exploit opportunities created by passive trading and extract further yield from the market, say Fidelity’s Kris Atkinson and Shamil Gohil.

29 April 2024 • 5 min read

Bonds

Less than a fifth of European active equity funds beat passive peers over a decade

Morningstar Active/Passive Barometer

14 March 2024 • 3 min read

Funds

ETFs gain ground on passive mutual funds as total inflows top £2bn

LSEG Lipper UK Fund Flows report

21 February 2024 • 1 min read

Bonds

Morningstar: Over 60% of active bond managers outperform passive rivals

Versus 36% of active equity managers

11 October 2023 • 2 min read

Bonds

Has passive bond investing been a smart choice?

Bad year for risk assets

12 April 2023 • 4 min read

Equities

Industry Voice: Myths and Misconceptions in the Active vs. Passive Debate

T.Rowe Price's Joshua Nelson discusses why you should look deeper to sort fact from fiction

15 December 2022 • 5 min read

ESG

Think tank warns fossil fuel ownership makes passive funds 'holders of last resort'

40% of all fund ownership in the sector

19 April 2022 • 2 min read

Unit trusts/OEICs

AJ Bell and S&P: Only 50% of sterling-denominated funds survived over last decade

Older funds charging more

04 April 2022 • 2 min read

ETFs

Calastone: Index equity funds suffer worst outflows on record as inflation fears loom

Outflows of £709m

03 November 2021 • 3 min read