The number of passive and blended managed portfolios in the sector has been on the rise since Morningstar published its inaugural research on the UK managed portfolio landscape in 2022.
Since then, the proportion of portfolios labelled ‘active’ has declined from 61% to 48%.
Morningstar director of manager research departs after 14 years
Analysis of funds on a look-through basis has shown the number of wholly active portfolios is lower still, Morningstar found, while fewer than 15% of managed portfolios in Morningstar’s database shun index funds entirely.
Passive funds continue t…
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