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Deverell gets into detail of fund performance

Deverell gets into detail of fund performance

Cheshire-based Equilibrium Asset Management has conducted a nationwide study comparing the performance of actively and passively managed funds, and discovered that charges can make a vital difference.

The study analysed seven UK fund sectors over a 12-month period. It found pricing discounts often determined whether the average active fund outperformed or underperformed an index tracker.

Equilibrium investment manager Mike Deverell (pictured) said: ‘The research shows there are three main factors investors need to pay attention to: fund charges, the sectors they are investing in and the level of risk.

‘Those who say they will only ever go passive, or will only consider active funds, are simply being prejudiced and not looking at the full facts.’

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