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I've been about 50-50 regional active funds and indices for most of the last decade. For the last few years, the active funds have been principally Baillie Giff
by EliRivers 7y ago
I've been about 50-50 regional active funds and indices for most of the last decade. For the last few years, the active funds have been principally Baillie Gifford Japanese Smaller and Baillie Gifford American. I generally get into them alongside dull index funds in the same region; I'm into HSBC American Index C and Fidelity Index Japan, for example.
Generally, when I feel a region is looking good, I get into a mix of index and broad actively managed (with a liking for smaller companies). Reasoning... not much beyond thus far it seems to have worked out well. Those active funds have certainly outstripped the indicies, but with such a small sample size, I'm not so much datum as noise.
I wonder if there's a middle-place to be found between plain dull index, and mad-as-a-hatter active managed.