That latter kind of fund is called an actively managed fund
The insight behind Cremers' Active Fee is that when actively managed funds
hold stocks that are also held by their benchmark, that fund's investors could get that same exposure by simply buying that index, at a cost that presumably would be substantially lower than that of the actively managed fund
bond managers can beat the benchmark, but it may take a higher level of skill to overcome the actively managed fund
The average actively managed fund
has a turnover ratio of nearly 90 percent.
The average ongoing management expense of an actively managed fund
is about one percentage point more than those for passively managed funds like the index funds in Tier Two.
"Your best chance is to invest through an actively managed fund
, where someone is picking stocks.
The former is an actively managed fund
with a 150% annual portfolio turnover rate.
A EXISTING customers will be able to invest more but in the longer term a closed fund may not do as well as an actively managed fund
. Take advice as soon as possible.
Here you would be looking perhaps at a proven track record and perhaps charges although this should really be low on your priority list as cheap costs don't necessarily mean good value in the long term for an actively managed fund
JP Morgan Asset Management has announced the launch of fixed-income EFT, JPMorgan Ultra-Short Municipal ETF (JMST), an actively managed fund
that focuses on tax-exempt yield and invests in municipal securities with less interest rate sensitivity, the company said.
Among actively managed fund
categories, taxable bond funds were the clear winner.
Mawazeen is an actively managed fund
that may be suitable for investors looking to make an asset allocation into global equity and fixed income markets, and benefit from potential enhanced risk adjusted returns.