AuM & Flows Compass Worldwide Active/Passive funds - 2021

Are you interested in all the information to have a clear view on active/passive AuM & Flows for European domiciled funds (year to date analysis as of 31st December, 2021) ?
Tous les éléments sont dans l'analyse suivante :
- In Europe in 2021 active funds dominated the flows
- In 2021 active fund flows dominated at €616bn vs passive for €206bn funds. Total fund flows have seen an increase by 111% vs H2 of 2020. Equity active fund flows were above those of passive at €245bn vs €123bn respectively. This is in line with H2 of 2020. Total equity fund flows in 2021 were up 86% vs H2 of 2020. Total equity funds witnessed yearly record inflows over 5 years. Even in fixed income active funds dominated the flows with €196bn vs €80bn for passive funds. This is in line with H2 of 2020. Total fixed income fund flows were up 85% vs H2 of 2020.
- Passive funds still account for a limited part of the total in Europe mutual funds asset under management (22%). The percentage is higher for equity at 32%. Both active and passive fund assets have shown a strong increase compared to 2008 +10% p.a. and +19% p.a. respectively. In 2021 the trend is accelerating with +18% for active funds and +29% for passive funds. Active fund assets reach €9.7trn vs €2.7trn for passive funds. European mutual fund assets are up 20% vs 2020 and represent 29% of mutual funds worldwide.
Pour découvrir l'analyse complète
vous devez être abonné
200 résultats
Type | Univers de fonds actifs & passifs | Région | Stratégie | Période | Download | ||
---|---|---|---|---|---|---|---|
Flows & AuM | All worldwide funds | Global | 2021-12-31 | ||||
Are you interested in all the information to have a clear view on active/passive AuM & Flows for European domiciled funds (year to date analysis as of 31st December, 2021) ? Active & Passive AuM & Flows overview for Worldwide domiciled funds (year to date analysis as of 31st December, 2021)
To discover the full report
|
|||||||
Flows & AuM | All worldwide funds | Global | 2022-12-31 | ||||
Are you interested in all the information to have a clear view on active/passive AuM & Flows for European domiciled funds (year to date analysis as of 31st December, 2022) ? Active & Passive AuM & Flows overview for Worldwide domiciled funds (year to date analysis as of 31st December, 2022)
To discover the full report
|
|||||||
Flows & AuM | All worldwide funds | Global | 2022-06-30 | ||||
Are you interested in all the information to have a clear view on active/passive AuM & Flows for European domiciled funds (year to date analysis as of 30th June, 2022) ? Active & Passive AuM & Flows overview for Worldwide domiciled funds (year to date analysis as of 30th June, 2022)
To discover the full report
|
|||||||
Flows & AuM | All worldwide funds | Global | 2022-03-31 | ||||
Are you interested in all the information to have a clear view on active/passive AuM & Flows for European domiciled funds (year to date analysis as of 31st March, 2022) ? Active & Passive AuM & Flows overview for Worldwide domiciled funds (year to date analysis as of 31st March, 2022)
To discover the full report
|
|||||||
Flows & AuM | All worldwide funds | Global | 2022-09-30 | ||||
Are you interested in all the information to have a clear view on active/passive AuM & Flows for European domiciled funds (year to date analysis as of 30th September, 2022) ? Active & Passive AuM & Flows overview for Worldwide domiciled funds (year to date analysis as of 30th September, 2022)
To discover the full report
|
|||||||
Other | Issues and solutions to build optimal portfolios | ||||||
Special issueFor investors, the decision to allocate to active or passive funds is critical in the context of broad portfolio construction considerations. It’s not an easy choice to make but financial research has proven that, ultimately, allocating efficiently between the two is crucial for portfolio performance. |
|||||||
Performances | China Large-Cap funds | Asia | Large caps | 2021-12-31 | |||
Outperforming Portfolio Compass - China Large-Cap equity Active & Passive fundsÊtes-vous intéressé par toutes les informations pour avoir une vision claire de l'allocation de fonds actifs/passifs pour China Large-Cap funds (yearly analysis as of 31st December, 2021) ? Notre analyse est la seule à mettre en évidence les indicateurs clés qui donnent une image fidèle de l'environnement actuel des fonds actifs / passifs. Nous sommes également les premiers à pouvoir fournir une recommandation d'allocation de fonds actifs/passifs sur China Large-Cap funds for a fair view and efficient decision.. Current yearly key indicators
Source: Morningstar and BSD Investing data from 31 December 2011 to 31 December 2021. Past performance is no guarantee of future results.
To discover the full report
|
|||||||
Performances | China Large-Cap funds | Asia | Large caps | 2022-06-30 | |||
Outperforming Portfolio Compass - China Large-Cap equity Active & Passive fundsÊtes-vous intéressé par toutes les informations pour avoir une vision claire de l'allocation de fonds actifs/passifs pour China Large-Cap funds (year to date analysis as of 30th June, 2022) ? Notre analyse est la seule à mettre en évidence les indicateurs clés qui donnent une image fidèle de l'environnement actuel des fonds actifs / passifs. Nous sommes également les premiers à pouvoir fournir une recommandation d'allocation de fonds actifs/passifs sur China Large-Cap funds for a fair view and efficient decision.. Current year to date key indicators
Source: Morningstar and BSD Investing data from 30 June 2012 to 30 June 2022. Past performance is no guarantee of future results.
To discover the full report
|
|||||||
Performances | China Large-Cap funds | Asia | Large caps | 2022-09-30 | |||
Outperforming Portfolio Compass - China Large-Cap equity Active & Passive fundsÊtes-vous intéressé par toutes les informations pour avoir une vision claire de l'allocation de fonds actifs/passifs pour China Large-Cap funds (year to date analysis as of 30th September, 2022) ? Notre analyse est la seule à mettre en évidence les indicateurs clés qui donnent une image fidèle de l'environnement actuel des fonds actifs / passifs. Nous sommes également les premiers à pouvoir fournir une recommandation d'allocation de fonds actifs/passifs sur China Large-Cap funds for a fair view and efficient decision.. Current year to date key indicators
Source: Morningstar and BSD Investing data from 30 September 2012 to 30 September 2022. Past performance is no guarantee of future results.
To discover the full report
|
|||||||
Performances | China Large-Cap funds | Asia | Large caps | 2022-12-31 | |||
Outperforming Portfolio Compass - China Large-Cap equity Active & Passive fundsÊtes-vous intéressé par toutes les informations pour avoir une vision claire de l'allocation de fonds actifs/passifs pour China Large-Cap funds (yearly analysis as of 31st December, 2022) ? Notre analyse est la seule à mettre en évidence les indicateurs clés qui donnent une image fidèle de l'environnement actuel des fonds actifs / passifs. Nous sommes également les premiers à pouvoir fournir une recommandation d'allocation de fonds actifs/passifs sur China Large-Cap funds for a fair view and efficient decision.. Current yearly key indicators
Source: Morningstar and BSD Investing data from 31 December 2012 to 31 December 2022. Past performance is no guarantee of future results.
To discover the full report
|