Seven in ten active managers lose to passives in 2022

'Annus horribilis for active equity funds'

clock • 2 min read

Just 27% of active funds have beaten a passive alternative this year, according to data from AJ Bell.

This is down from 34% of active managers who performed better than passive rivals in 2021. When it comes to outperforming a tracker fund the figures are even worse for active UK managers.  Just 13% of UK active equity funds outperformed a passive alternative in 2022, with higher mid and small-cap exposure negatively impacting the managed funds. This was the worst performing sector except Asia Pacific ex Japan, where only 12% of active fund managers outperformed versus passives. UK equity funds leak a further £1bn in November as investor confidence tanks The average UK active ...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Investment

Event Voice: Stepping out of cash into the Credit Sweet Spot

Event Voice: Stepping out of cash into the Credit Sweet Spot

Peter Marsland, Fixed Income Investment Specialist, from Aberdeen discusses the Short Dated Enhanced Income Fund at the June Fixed Income Market Focus.

Peter Marsland, Fixed Income Investment Specialist
clock 08 July 2025 • 4 min read
Investors undergo 'buyers' strike' in June sending order values to two year low

Investors undergo 'buyers' strike' in June sending order values to two year low

Middle East conflict did not deter investors

Eve Maddock-Jones
clock 08 July 2025 • 2 min read
The big questions around re-evaluating risk for the retail investment industry

The big questions around re-evaluating risk for the retail investment industry

Discussions at Global Investment Management Summit

Katrina Lloyd
clock 08 July 2025 • 8 min read
Trustpilot