Active funds achieve most consistent three year returns since 2008

IA North American most consistent sector

James Baxter-Derrington
clock • 2 min read

Actively managed funds have delivered their greatest consistency of top quartile returns over three years since 2008, according to the latest BMO Global Asset Management Multi-Manager Fund Watch survey.

The BMO MM Consistency Ratio, which details top-quartile returns over three years, saw 5% of funds deliver consistent top performance over three years to the end of Q2 2020, up from 3.9% in Q1. BMO Fund Watch Survey: 2.4% of funds manage consistent top-quartile gains over last decade With 54 of 1,089 eligible funds achieving this performance, the end of June saw a much greater ratio than the typical historic range of approximately 2-4%. Most consistent of all was the IA North American sector, in which 12.6% of funds delivered top-quartile returns over three years, followed by IA Em...

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