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25 March 2021

Focusing on the fund benchmark & on fund performance over its life time make a huge difference

 

We show below the impact of calculating the % of active funds outperforming with & without these focuses. At BSD Investing, we strongly believe that this should be taken into account to have a fair view and to take efficient allocation decision.

without
without the focus
7%
with
with the focus
37%
without
20%
with
46%
without
17%
with
50%

Sources: BSD Investing calculations, % of active funds outperforming passive over 10 years, Morningstar data from 31 Dec 2010 to 31 Dec 2020. For more information see BSD Investing approach.

"Finding the right benchmark is a key question to assess fund performance."

Thierry Roncalli, head of quantitative research Amundi

Marlene Hassine Konqui