โ“ โ“ [ QUIZ ] on the Covid 19 crisis impact on the European mutual fund flows ๐ŸŽฏ

21 December 2020

๐Ÿญ.๐‡๐š๐ฏ๐ž ๐ฆ๐ฎ๐ญ๐ฎ๐š๐ฅ ๐Ÿ๐ฎ๐ง๐ ๐Ÿ๐ฅ๐จ๐ฐ๐ฌ ๐๐ž๐œ๐ซ๐ž๐š๐ฌ๐ž๐ ๐˜๐—ต๐—ถ๐˜€ ๐˜†๐—ฒ๐—ฎ๐—ฟ ?
๐˜๐„๐’ - Year to date, equity and fixed income fund flows have seen a decrease of nearly 50% vs 2019 (Morningstar, end of Oct 2020).

๐Ÿฎ.๐—œ๐˜€ ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฌ ๐—ฎ ๐—ฏ๐—ฎ๐—ฑ ๐˜†๐—ฒ๐—ฎ๐—ฟ ๐—ณ๐—ผ๐—ฟ ๐—ฒ๐—พ๐˜‚๐—ถ๐˜๐˜† ๐—ฎ๐—ฐ๐˜๐—ถ๐˜ƒ๐—ฒ ๐—ณ๐˜‚๐—ป๐—ฑ ๐—ณ๐—น๐—ผ๐˜„๐˜€ ?
๐—ก๐—ข - Equity active funds are experiencing a strong rebound at โ‚ฌ37bn compare to 2019 outflows of โ‚ฌ58bn, while equity passive funds have halved compared to 2019 โ‚ฌ42bn vs โ‚ฌ81bn.

๐Ÿฏ.๐—”๐—ฟ๐—ฒ ๐—ณ๐—ถ๐˜…๐—ฒ๐—ฑ I๐—ป๐—ฐ๐—ผ๐—บ๐—ฒ ๐—ฝ๐—ฎ๐˜€๐˜€๐—ถ๐˜ƒ๐—ฒ ๐—ณ๐˜‚๐—ป๐—ฑ ๐—ณ๐—น๐—ผ๐˜„๐˜€ ๐—บ๐—ผ๐—ฟ๐—ฒ ๐—ฟ๐—ฒ๐˜€๐—ถ๐—น๐—ถ๐—ฒ๐—ป๐˜ ๐˜๐—ต๐—ฎ๐—ป ๐—ฎ๐—ฐ๐˜๐—ถ๐˜ƒ๐—ฒ ๐˜†๐˜๐—ฑ ?
๐˜๐„๐’ - Fixed income active funds are experiencing a strong decline, divided nearly by 4 at โ‚ฌ62bn compare to 2019 inflows of โ‚ฌ231bn, while fixed income passive funds have halved compared to 2019 at โ‚ฌ49bn vs โ‚ฌ94bn last year.

๐Ÿ‘‰As shown above, a close look at overall industry flow data also gives important information about investor behavior and allocation decisions during specific circumstances. ๐’๐ก๐จ๐ฎ๐ฅ๐๐งโ€™๐ญ ๐ญ๐ก๐š๐ญ ๐๐ž๐ฌ๐ž๐ซ๐ฏ๐ž ๐ฆ๐จ๐ซ๐ž ๐š๐ญ๐ญ๐ž๐ง๐ญ๐ข๐จ๐ง ๐Ÿ๐ซ๐จ๐ฆ ๐ข๐ง๐ฏ๐ž๐ฌ๐ญ๐จ๐ซ๐ฌ ๐จ๐ซ ๐ข๐ง ๐ญ๐ก๐ž ๐ฉ๐ซ๐ž๐ฌ๐ฌ? ๐Ÿค”

Marlene Hassine Konqui