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Growth vs Value

Stocks and Shares ISA , Choosing funds for ISA's, risk factors for funds etc
Investment strategy discussions not dealt with elsewhere.
moneybagz
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Growth vs Value

#293719

Postby moneybagz » March 24th, 2020, 2:02 pm

Hi,

I'm considering introducing some IT's into my portfolio which is globally diversified and largely passive. I've analysed the changes form the x-ray tool on morningstar and I've discovered that the introduction of IT's moves the portfolio from value to growth.

Should a diversified portfolio ideally be a blend of both growth and value?

90% of the IT's I'm considering are growth focussed - does this explain the outperformance of IT's over passives, during the past 10 years, rather than the managers skill?

Many Thanks

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