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closet trackers
SallyG
Posts: 850 Forumite
http://www.trustnet.com/News/564091/everyone-has-missed-the-real-enemy-in-the-passive-vs-active-debate/3/1/
"Over the coming weeks, FE Trustnet will research the funds in some of the most popular IMA sectors to identify those that look like closet trackers - and seek an explanation from the managers behind them."
"Over the coming weeks, FE Trustnet will research the funds in some of the most popular IMA sectors to identify those that look like closet trackers - and seek an explanation from the managers behind them."
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Comments
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https://www.premierfunds.co.uk/media/58892/kill-the-filler-november-2014.pdf
"Executive Summary
This paper poses a simple question: why should funds that are 60% ‘passive’ be classed as ‘active’ when their performance is judged?"
"£58 billion of investors’ money is held in UK equity funds that can be classed as closet trackers—this is 29% of the total. The UK equity sector is notably worse than other IMA sectors. In the Japan sector, for example, only 3.2% of fund holders’ wealth is held in closet trackers."0 -
I'm glad this is being looked at now - I've always questioned the value of funds which do this
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