Passive trumps active in latest Morningstar Barometer

Active funds have struggled to outperform

clock • 1 min read
Dimitar Boyadzhiev is senior manager research analyst at Morningstar
Image:

Dimitar Boyadzhiev is senior manager research analyst at Morningstar

Active funds outperformed their average passive peer in just five of the 54 Morningstar equity categories, the latest European Active/Passive Barometer has shown.

The semi-annual study, that measures the performance of Europe-domiciled active funds against passive peers in their respective Morningstar categories, found the long-term success rates of European active...

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