Sentences with phrase «outperformance against the benchmark»

The index was launched on Sept. 11, 2008, showing a seven - year live track record of consistent outperformance against the benchmark, the S&P China A BMI (see Exhibit 3).

This is important because when one participates in an active mutual fund, the statistical odds of continued outperformance against the benchmark are not high.

Not exact matches

Schroders Global Alpha Plus is a concentrated strategy which targets outperformance of 5.0 % per annum (gross of fees), against the benchmark.

However, when we benchmark the GMO fund against the appropriate passively managed benchmark (the DFA Emerging Markets Value Fund) the large outperformance (5.28 percent per annum) becomes a large underperformance (4.05 percent per annum).

If fund owners do not calculate their manager's outperformance, or «alpha,» against the correct benchmark, they are at great risk of paying active fees for performance that could have been obtained passively.