Since the launch of the first index fund in 1976, passive investing has proven to be a successful investment strategy for both institutional and retail investors. The first of its kind, the Vanguard 500 Index fund, has delivered an annualised rate of return of 10.01% totalling to a return of over 1,500% since 1989. Whilst good in absolute terms, in relative terms because of fees it has underperformed the index, with the S&P 500 delivering an annualised return of 10.12% over the same period. Alth ....
09 Jul 2018
Go big or go home
Sign up to access
Get access to our full offering from over 30 providers
Get access to our full offering from over 30 providers
Go big or go home
Finsbury Growth & Income Trust PLC (FGT:LON), 812 | European Opportunities Trust PLC GBP (EOT:LON), 846 | Scottish Mortgage Investment Trust Plc (SMT:LON), 810 | Alliance Trust PLC (ATST:LON), 1,200
- Published:
09 Jul 2018 -
Author:
William Heathcoat Amory -
Pages:
5
Since the launch of the first index fund in 1976, passive investing has proven to be a successful investment strategy for both institutional and retail investors. The first of its kind, the Vanguard 500 Index fund, has delivered an annualised rate of return of 10.01% totalling to a return of over 1,500% since 1989. Whilst good in absolute terms, in relative terms because of fees it has underperformed the index, with the S&P 500 delivering an annualised return of 10.12% over the same period. Alth ....