"Active Investing Strategy vs Passive Investing Strategy"

ACTIVE FUNDS UNDERPERFORM THE "MARKET"

According to the SPIVA report, there are relatively few ACTIVE* equity investment fund managers who are able to outperform PASSIVE** funds, over any given time period, either short-term or long-term.

*Active funds are those where the managers buy stocks that they believe will perform the best.

**Passive funds are those where the managers buy the shares according to the reference index (such as the S&P 500).

WHAT IS THE SPIVA* REPORT?

Research report published semi-annually by S&P Dow Jones Indices comparing the performance of active equity funds against their respective benchmarks.

*Source: https://www.spglobal.com/spdji/en/research-insights/spiva/

See below the results of mid-2022 edition, except US, Canada and Australia (end-2022).

In Brazil (S&P BMI Brazil index, similar to iBovespa):

In the last 12 months:

57.54% of funds underperformed the S&P Brazil BMI.

In the last 3 years:

96.20% of funds underperformed the S&P Brazil BMI.

In the last 5 years:

78.86% of funds underperformed the S&P Brazil BMI.

In the last 10 years:

88.49% of funds underperformed the S&P Brazil BMI.

In the US (S&P 500 index):

In the last 3 years:

74.27% of funds underperformed the S&P 500.

In the last 5 years:

86.51% of funds underperformed the S&P 500.

In the last 10 years:

91.41% of funds underperformed the S&P 500.

In the last 15 years:

93.40% of funds underperformed the S&P 500.

In Europe (S&P Europe 350 index):

In the last 12 months:

88.84% of funds underperformed the S&P Europe 350.

In the last 3 years:

79.81% of funds underperformed the S&P Europe 350.

In the last 5 years:

87.77% of funds underperformed the S&P Europe 350.

In the last 10 years:

87.81% of funds underperformed the S&P Europe 350.

In Canada (S&P/TSX Composite index):

In the last 12 months:

51.90% of funds underperformed the S&P/TSX Composite.

In the last 3 years:

83.80% of funds underperformed the S&P/TSX Composite.

In the last 5 years:

93.20% of funds underperformed the S&P/TSX Composite.

In the last 10 years:

84.90% of funds underperformed the S&P/TSX Composite.

In Australia (S&P/ASX 200 index):

In the last 3 years:

65.32% of funds underperformed the S&P/ASX 200.

In the last 5 years:

81.18% of funds underperformed the S&P/ASX 200.

In the last 10 years:

78.22% of funds underperformed the S&P/ASX 200.

In the last 15 years:

83.57% of funds underperformed the S&P/ASX 200.

In Japan (S&P/TOPIX 150 index):

In the last 12 months:

75.65% of funds underperformed the S&P/TOPIX 150.

In the last 3 years:

76.40% of funds underperformed the S&P/TOPIX 150.

In the last 5 years:

83.94% of funds underperformed the S&P/TOPIX 150.

In the last 10 years:

86.18% of funds underperformed the S&P/TOPIX 150.

In Mexico (S&P/BMV IRT index):

In the last 12 months:

67.39% of funds underperformed the S&P/BMV IRT.

In the last 3 years:

78.72% of funds underperformed the S&P/BMV IRT.

In the last 5 years:

79.55% of funds underperformed the S&P/BMV IRT.

In the last 10 years:

77.50% of funds underperformed the S&P/BMV IRT.

In the Middle East and North Africa (S&P Pan Arab Composite index):

In the last 12 months:

52.17% of funds underperformed the S&P Pan Arab Composite.

In the last 3 years:

63.33% of funds underperformed the S&P Pan Arab Composite.

In the last 5 years:

91.18% of funds underperformed the S&P Pan Arab Composite.

In the last 10 years:

91.43% of funds underperformed the S&P Pan Arab Composite.

In South Africa (S&P South Africa DSW Capped index):

In the last 12 months:

40.10% of funds underperformed the S&P South Africa DSW Capped.

In the last 3 years:

39.39% of funds underperformed the S&P South Africa DSW Capped.

In the last 5 years:

51.90% of funds underperformed the S&P South Africa DSW Capped.

In the last 10 years:

72.26% of funds underperformed the S&P South Africa DSW Capped.

In Chile (S&P Chile BMI index):

In the last 12 months:

91.67% of funds underperformed the S&P Chile BMI.

In the last 3 years:

79.49% of funds underperformed the S&P Chile BMI.

In the last 5 years:

95.12% of funds underperformed the S&P Chile BMI.

In the last 10 years:

97.83% of funds underperformed the S&P Chile BMI.

In India (S&P BSE 100 index):

In the last 12 months:

90.91% of funds underperformed the S&P BSE 100.

In the last 3 years:

83.87% of funds underperformed the S&P BSE 100.

In the last 5 years:

89.06% of funds underperformed the S&P BSE 100.

In the last 10 years:

67.36% of funds underperformed the S&P BSE 100.

WHO WE ARE:

TRENDSET Financial Education.

www.trendsetconsulting.com/en
Hamilton, New Zealand
whatsapp: +64 212284022

arthur@trendset.com.br

"Active Investing Strategy vs Passive Investing Strategy"

ACTIVE FUNDS UNDERPERFORM THE "MARKET"

WHAT IS THE SPIVA* REPORT?

In Brazil (S&P BMI Brazil index, similar to iBovespa):

In the last 12 months:

In the last 3 years:

In the last 5 years:

In the last 10 years:

In the US (S&P 500 index):

In the last 3 years:

In the last 5 years:

In the last 10 years:

In the last 15 years:

In Europe (S&P Europe 350 index):

In the last 12 months:

In the last 3 years:

In the last 5 years:

In the last 10 years:

In Canada (S&P/TSX Composite index):

In the last 12 months:

In the last 3 years:

In the last 5 years:

In the last 10 years:

In Australia (S&P/ASX 200 index):

In the last 3 years:

In the last 5 years:

In the last 10 years:

In the last 15 years:

In Japan (S&P/TOPIX 150 index):

In the last 12 months:

In the last 3 years:

In the last 5 years:

In the last 10 years:

In Mexico (S&P/BMV IRT index):

In the last 12 months:

In the last 3 years:

In the last 5 years:

In the last 10 years:

In the Middle East and North Africa (S&P Pan Arab Composite index):

In the last 12 months:

In the last 3 years:

In the last 5 years:

In the last 10 years:

In South Africa (S&P South Africa DSW Capped index):

In the last 12 months:

In the last 3 years:

In the last 5 years:

In the last 10 years:

In Chile (S&P Chile BMI index):

In the last 12 months:

In the last 3 years:

In the last 5 years:

In the last 10 years:

In India (S&P BSE 100 index):

In the last 12 months:

In the last 3 years:

In the last 5 years:

In the last 10 years:

WHO WE ARE:

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