Response to a listener’s challenge on index and active share funds

  • One of his examples argues against him
  • The other is a questionable choice
  • The issue of US vs NZ data
  • Long terms prove nothing
  • Why fees matter
  • Another reader asks what if everyone did index investing

Mary Holm is a freelance journalist, a director of Financial Services Complaints Ltd (FSCL), a seminar presenter and a bestselling author on personal finance. From 2011 to 2019 she was a founding director of the Financial Markets Authority. Her opinions are personal, and do not reflect the position of any organisation in which she holds office. Mary’s advice is of a general nature, and she is not responsible for any loss that any reader may suffer from following it.