Active Global funds matched the benchmark, returning 10.23% on average in H1 2025, with 45.5% of funds outperforming.
Value strategies led by a wide margin, with 80.7% outperforming and beating Aggressive Growth by nearly 6%.
High Active funds dominated performance, with 39 of the top 40 performers showing active share above 75%.
Tech, Financials, and Industrials drove returns, while stock selection in names like Microsoft, MercadoLibre, and Spotify helped at the margin.
For more analysis, data or information on active investor positioning in your market, please get in touch with me on steven.holden@copleyfundresearch.com
Related Posts
