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On the Money
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Implications of Spiva study for NZ retail investors

ANALYSIS: Including a look at how pension funds, both locally and overseas, choose between the active and passive alternatives.

The Spiva data show that passive investing by owning a low-cost, highly diversified fund is the way to go.

Two weeks ago, we covered the S&P Dow Jones Indices (Spiva) Australia Scorecard and noted its important finding that, over 15 years, about 77% of New Zealand fund managers underperformed the ‘essentially, buy and hold everything’ strategy of an index fund. Today in the third and final ‘Spiva

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Brent Sheather Sun, 12 May 2024
Contact the Writer: brent@cpam.co.nz
News tip? Question? Typo? Let us know: editor@nbr.co.nz
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Implications of Spiva study for NZ retail investors
On the Money,
103978
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