Financial experts have long debated whether investors should go down the active or the passive route when it comes to selecting their investments. The benefit of passive funds can largely be put down to the lower fees they charge over their active counterparts. On the contrary, the benefit of an active fund is that, while more expensive, it offers the possibility of outperforming the benchmark and returning greater profits to the investor.
Charles Younes
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A recent study by Ben Carlson showed “the only one of the [US-based] three major asset classes that’s up this year is actually cash”. Carlson has found out that “it’s only happened 10 times in 92 years”. I decided to apply the same analysis to UK-based investors, who have not benefited from several interest rates hikes in 2018.