Active funds achieve most consistent three year returns since 2008

IA North American most consistent sector

James Baxter-Derrington
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Q2 2020 saw IA sectors largely return to positive growth
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Q2 2020 saw IA sectors largely return to positive growth

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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