Outperforming Portfolio Compass - UK Large-Cap equity Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for UK Large-Cap funds (year to date analysis as of 30th September, 2022) ?

Our analysis is the only one to highlight the key indicators that gives a fair view of current active/passive fund environment. We are also the first to be able to provide an active/passive fund allocation recommendation on UK Large-Cap funds for a fair view and efficient decision..

Current year to date key indicators

% outperforming: % of active funds outperforming their passive fund benchmark
Spread: active vs. passive fund performance spread

Source: Morningstar and BSD Investing data from 30 September 2012 to 30 September 2022. Past performance is no guarantee of future results.

To discover the full report
you need to be a subscriber :

Already have an account ? Please log in

Research Library

ESG funds

All funds

Select your report

Type

Flows & AuM Performances Other

Focus

Global Universe

Year

Strategy

Region

262 results

Type	Active & Passive funds universe	Region	Strategy	Period
Performances	US value funds	America	Value	2023-06-30
Outperforming Portfolio Compass - US value equity Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for US value funds (year to date analysis as of 30th June, 2023) ? Our analysis is the only one to highlight the key indicators that gives a fair view of current active/passive fund environment. We are also the first to be able to provide an active/passive fund allocation recommendation on US value funds for a fair view and efficient decision.. Current year to date key indicators % outperforming: % of active funds outperforming their passive fund benchmark Spread: active vs. passive fund performance spread Source: Morningstar and BSD Investing data from 30 June 2013 to 30 June 2023. Past performance is no guarantee of future results. To discover the full report you need to be a subscriber : subscribe Already have an account ? Please log in
Performances	US value funds	America	Value	2021-12-31
Outperforming Portfolio Compass - US value equity Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for US value funds (yearly analysis as of 31st December, 2021) ? Our analysis is the only one to highlight the key indicators that gives a fair view of current active/passive fund environment. We are also the first to be able to provide an active/passive fund allocation recommendation on US value funds for a fair view and efficient decision.. Current yearly key indicators % outperforming: % of active funds outperforming their passive fund benchmark Spread: active vs. passive fund performance spread Source: Morningstar and BSD Investing data from 31 December 2011 to 31 December 2021. Past performance is no guarantee of future results. To discover the full report you need to be a subscriber : subscribe Already have an account ? Please log in
Performances	US value funds	America	Value	2022-06-30
Outperforming Portfolio Compass - US value equity Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for US value funds (year to date analysis as of 30th June, 2022) ? Our analysis is the only one to highlight the key indicators that gives a fair view of current active/passive fund environment. We are also the first to be able to provide an active/passive fund allocation recommendation on US value funds for a fair view and efficient decision.. Current year to date key indicators % outperforming: % of active funds outperforming their passive fund benchmark Spread: active vs. passive fund performance spread Source: Morningstar and BSD Investing data from 30 June 2012 to 30 June 2022. Past performance is no guarantee of future results. To discover the full report you need to be a subscriber : subscribe Already have an account ? Please log in
Performances	US value funds	America	Value	2022-09-30
Outperforming Portfolio Compass - US value equity Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for US value funds (year to date analysis as of 30th September, 2022) ? Our analysis is the only one to highlight the key indicators that gives a fair view of current active/passive fund environment. We are also the first to be able to provide an active/passive fund allocation recommendation on US value funds for a fair view and efficient decision.. Current year to date key indicators % outperforming: % of active funds outperforming their passive fund benchmark Spread: active vs. passive fund performance spread Source: Morningstar and BSD Investing data from 30 September 2012 to 30 September 2022. Past performance is no guarantee of future results. To discover the full report you need to be a subscriber : subscribe Already have an account ? Please log in
Performances	US value funds	America	Value	2022-12-31
Outperforming Portfolio Compass - US value equity Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for US value funds (yearly analysis as of 31st December, 2022) ? Our analysis is the only one to highlight the key indicators that gives a fair view of current active/passive fund environment. We are also the first to be able to provide an active/passive fund allocation recommendation on US value funds for a fair view and efficient decision.. Current yearly key indicators % outperforming: % of active funds outperforming their passive fund benchmark Spread: active vs. passive fund performance spread Source: Morningstar and BSD Investing data from 31 December 2012 to 31 December 2022. Past performance is no guarantee of future results. To discover the full report you need to be a subscriber : subscribe Already have an account ? Please log in
Performances	US value funds	America	Value	2023-03-31
Outperforming Portfolio Compass - US value equity Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for US value funds (quarterly analysis as of 31st March, 2023) ? Our analysis is the only one to highlight the key indicators that gives a fair view of current active/passive fund environment. We are also the first to be able to provide an active/passive fund allocation recommendation on US value funds for a fair view and efficient decision.. Current quarterly key indicators % outperforming: % of active funds outperforming their passive fund benchmark Spread: active vs. passive fund performance spread Source: Morningstar and BSD Investing data from 31 March 2013 to 31 March 2023. Past performance is no guarantee of future results. To discover the full report you need to be a subscriber : subscribe Already have an account ? Please log in
Performances	US investment-grade bond funds	America	Investment-grade	2021-09-30
Outperforming Portfolio Compass - US investment-grade bond Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for US investment-grade bond funds (year to date analysis as of 30th September, 2021) ? Our analysis is the only one to highlight the key indicators that gives a fair view of current active/passive fund environment. We are also the first to be able to provide an active/passive fund allocation recommendation on US investment-grade bond funds for a fair view and efficient decision.. Current year to date key indicators % outperforming: % of active funds outperforming their passive fund benchmark Spread: active vs. passive fund performance spread Source: Morningstar and BSD Investing data from 30 September 2011 to 30 September 2021. Past performance is no guarantee of future results. To discover the full report you need to be a subscriber : subscribe Already have an account ? Please log in
Performances	US Large-Cap funds	America	Large caps	2021-09-30
Outperforming Portfolio Compass - US Large-Cap equity Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for US Large-Cap funds (year to date analysis as of 30th September, 2021) ? Our analysis is the only one to highlight the key indicators that gives a fair view of current active/passive fund environment. We are also the first to be able to provide an active/passive fund allocation recommendation on US Large-Cap funds for a fair view and efficient decision.. Current year to date key indicators % outperforming: % of active funds outperforming their passive fund benchmark Spread: active vs. passive fund performance spread Source: Morningstar and BSD Investing data from 30 September 2011 to 30 September 2021. Past performance is no guarantee of future results. To discover the full report you need to be a subscriber : subscribe Already have an account ? Please log in
Performances	US Small-Cap funds	America	Small caps	2021-09-30
Outperforming Portfolio Compass - US Small-Cap equity Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for US Small-Cap funds (year to date analysis as of 30th September, 2021) ? Our analysis is the only one to highlight the key indicators that gives a fair view of current active/passive fund environment. We are also the first to be able to provide an active/passive fund allocation recommendation on US Small-Cap funds for a fair view and efficient decision.. Current year to date key indicators % outperforming: % of active funds outperforming their passive fund benchmark Spread: active vs. passive fund performance spread Source: Morningstar and BSD Investing data from 30 September 2011 to 30 September 2021. Past performance is no guarantee of future results. To discover the full report you need to be a subscriber : subscribe Already have an account ? Please log in
Performances	US value funds	America	Value	2021-09-30
Outperforming Portfolio Compass - US value equity Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for US value funds (year to date analysis as of 30th September, 2021) ? Our analysis is the only one to highlight the key indicators that gives a fair view of current active/passive fund environment. We are also the first to be able to provide an active/passive fund allocation recommendation on US value funds for a fair view and efficient decision.. Current year to date key indicators % outperforming: % of active funds outperforming their passive fund benchmark Spread: active vs. passive fund performance spread Source: Morningstar and BSD Investing data from 30 September 2011 to 30 September 2021. Past performance is no guarantee of future results. To discover the full report you need to be a subscriber : subscribe Already have an account ? Please log in