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How we Invest

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Active vs Passive Performance Calculator


Passive funds may be cheaper than active funds according to the Passive Portfolio Cost Calculator but how does their performance net of fees compare? In order to answer this question we have taken the relative return (net performance minus benchmark) of a universe of active funds over the five years to the end of June 2013 and compared the median fund in each asset class with the relative return (net performance minus benchmark) of a passive fund used by Pan Asset.

The result below is our Active vs Passive Performance Calculator. Just input an asset allocation and portfolio size in the grey cells. The table at the bottom shows you the weighted average relative return of this portfolio over 1, 3 and 5 years, comparing a portfolio of median active managers and passive funds selected by Pan Asset. The bottom row shows what this difference in performance would have been in pounds and pence.

 

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