Active versus passive emerging market funds

ipsofacto investor article for investors chronicle

David Liddell talkes to Emma Agyemang from Investors Chronicle.

He states ‘Active funds can also be useful when investing in emerging markets as these are often under-researched . . . . This means their investment teams are able to use local knowledge and their research capabilities to find hidden gems.

Investment trusts in particular can take long-term bets on these as they do not have to sell assets to meet investor redemptions.

But the ability to invest strategically and with conviction can also be a major drawback for active funds if their managers’ views are wrong. And as active funds are more expensive than passive funds investors can end up paying more for a poorly performing fund that does not beat the index.

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