Active Funds Are Scoring In The Great Rotation

Active Funds Are Scoring In The Great Rotation

Most passive funds are momentum plays — and momentum has stalled this year.

Active global funds break records in first half of year

A record 51% of actively managed funds in the Investment Association (IA) Global sector outperformed a passive alternative in the first half of 2025, according to research from AJ Bell. According to AJ Bell’s Manager versus Machine report, which analyses over 1,000 funds across seven key IA sectors, it was the first time since it launched the report in 2021 that global active funds had approached anywhere near a 50%-win rate versus their active …

AJ Bell: Manager versus Machine H1 2025 - Trump makes (some) active funds great again - Wealth DFM

AJ Bell’s H1 2025 Manager vs Machine analysis has been released, offering the usual interesting insights into how active funds are comparing to their passive cousins and indeed how passive funds are comparing to their relative benchmarks. This latest report is showing Active funds breaking records in H1 2025, both positive and negative.  In fact, just 30% of active funds beat a comparable index tracker over the last ten years, a record low for t…

Manager versus machine H1 2025: Trump makes (some) active funds great again - IFA Magazine

AJ Bell’s H1 2025 Manager vs Machine analysis has been released, offering the usual interesting insights into how active funds are comparing to their passive cousins and indeed how passive funds are comparing to their relative benchmarks. This latest report is showing Active funds breaking records in H1 2025, both positive and negative.  In fact, just 30% of active funds beat a comparable index tracker over the last ten years, a record low for t…

Manager versus Machine H1 2025: Trump makes (some) active funds great again