"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 end-2022 edition, except US, Australia, Mexico, Brazil and Chile: mid-2023.

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

In the last 12 months:

76.05% of funds underperformed the S&P Brazil BMI.

In the last 3 years:

76.56% of funds underperformed the S&P Brazil BMI.

In the last 5 years:

74.55% of funds underperformed the S&P Brazil BMI.

In the last 10 years:

92.31% of funds underperformed the S&P Brazil BMI.

In the US (S&P 500 index):

In the last 3 years:

79.80% of funds underperformed the S&P 500.

In the last 5 years:

86.58% of funds underperformed the S&P 500.

In the last 10 years:

85.61% of funds underperformed the S&P 500.

In the last 15 years:

92.19% of funds underperformed the S&P 500.

In Europe (S&P Europe 350 index):

In the last 12 months:

86.67% of funds underperformed the S&P Europe 350.

In the last 3 years:

83.01% of funds underperformed the S&P Europe 350.

In the last 5 years:

91.19% of funds underperformed the S&P Europe 350.

In the last 10 years:

89.70% 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:

57.43% of funds underperformed the S&P/ASX 200.

In the last 5 years:

80.86% of funds underperformed the S&P/ASX 200.

In the last 10 years:

79.14% of funds underperformed the S&P/ASX 200.

In the last 15 years:

80.89% of funds underperformed the S&P/ASX 200.

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

In the last 12 months:

67.76% of funds underperformed the S&P/TOPIX 150.

In the last 3 years:

77.23% of funds underperformed the S&P/TOPIX 150.

In the last 5 years:

90.40% of funds underperformed the S&P/TOPIX 150.

In the last 10 years:

81.94% of funds underperformed the S&P/TOPIX 150.

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

In the last 12 months:

67.44% of funds underperformed the S&P/BMV IRT.

In the last 3 years:

70.13% of funds underperformed the S&P/BMV IRT.

In the last 5 years:

77.27% of funds underperformed the S&P/BMV IRT.

In the last 10 years:

85.00% 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:

18.18% of funds underperformed the S&P Pan Arab Composite.

In the last 3 years:

58.62% of funds underperformed the S&P Pan Arab Composite.

In the last 5 years:

68.97% of funds underperformed the S&P Pan Arab Composite.

In the last 10 years:

90.91% of funds underperformed the S&P Pan Arab Composite.

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

In the last 12 months:

47.50% of funds underperformed the S&P South Africa DSW Capped.

In the last 3 years:

45.37% of funds underperformed the S&P South Africa DSW Capped.

In the last 5 years:

49.76% of funds underperformed the S&P South Africa DSW Capped.

In the last 10 years:

69.78% of funds underperformed the S&P South Africa DSW Capped.

In Chile (S&P Chile BMI index):

In the last 12 months:

24.39% of funds underperformed the S&P Chile BMI.

In the last 3 years:

68.89% of funds underperformed the S&P Chile BMI.

In the last 5 years:

67.35% of funds underperformed the S&P Chile BMI.

In the last 10 years:

93.02% of funds underperformed the S&P Chile BMI.

In India (S&P BSE 100 index):

In the last 12 months:

87.50% of funds underperformed the S&P BSE 100.

In the last 3 years:

96.67% of funds underperformed the S&P BSE 100.

In the last 5 years:

93.75% of funds underperformed the S&P BSE 100.

In the last 10 years:

67.91% of funds underperformed the S&P BSE 100.

WHO WE ARE:

TRENDSET Financial Education.

www.trendsetconsulting.com/en
Hamilton, New Zealand
+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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