Data hub
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Crunching the biggest trends down into figures
Index tracking:
The facts
outflows
from US
active funds
in 2008
$259bn
$205bn
1%
of active
managers
beat the
market over
the long term
on a risk- and
cost-adjusted
basis
0
– number of Dutch active
funds that beat the market
in the five years to 2016
1.7%
44
different types of fee may
contribute to total fund charges
figure
FE TRUSTNET
40%
of pension returns could be wiped
out by paying 2% a year in charges
rather than 1%
of funds in the IA
universe made top-
quartile returns in
each of the last three
12-month periods
inflows
into US
passive funds
in 2008
5%
– total trading
volume in markets
accounted for by
index investing
The ongoing
charges of the
most expensive
active fund in
the IA North
America sector
are 58x as much
as the cheapest
passive
Source: The Evidence-Based Investor; David Blake, Cass Business School; BMO Global Asset Management;
Standard & Poor’s; Ritholtz Wealth Management; Work & Pensions Committee; Vanguard; Bloomberg; FE
trustnet.com