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Charles Stanley Pan Asset

Calculators

Have you ever wondered how much investment costs are eating into your fund each year?

active vs passive portfolios

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.

Actively managed funds can be expensive – but how much would you save by investing passively instead? Find out with the Passive Portfolio Cost Calculator (PPC). Do passive funds perform better or worse than active funds? Find out with the Passive vs Active Performance calculator (PAP).

Read our latest White Paper, the Passive Fund Premium, an investigation into the performance of active and passive funds, or previous research papers The Governance Revolution and Passive Investing for Pension Fund Trustees

Our Services

PAP Calculator

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

PPC Calculator

Have you ever wondered how much investment costs are eating into your fund each year? Actively managed funds can be expensive – but how much would you save by investing passively instead? Find out with the Passive Portfolio Cost Calculator

CONTACT US

Charles Stanley Pan Asset
55 Bishopsgate
London
EC2N 3AS

020 7799 5454

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