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Swedes beat Scandinavian peers on active fund management

Whereas Swedish stock pickers on average beat their benchmark better than their Scandinavian peers, only around half of the active equity funds returned more than their benchmark despite "once-in-a-decade opportunity".

Photo: Thomas Borberg

Swedish active equity funds had the highest year-to-date success rate among Nordic peers in a recent barometer released by Morningstar. The Morningstar Active-Passive Barometer measures the performance of Europe-domiciled active funds against passive peers in their respective Morningstar categories.

Whilst active equity funds in Sweden scored a year-to-date success rate of 53.8 percent, their peers in Norway scored 49 percent and Denmark 23.7 percent. Finland and Iceland funds are not included in the semi-annually published barometer.

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