AuM & Flows Compass Worldwide Active/Passive funds - 2021

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Type Active & Passive funds universe Region Strategy Period Download
Flows & AuM All worldwide funds Global 2021-12-31
Active & Passive AuM & Flows overview for Worldwide domiciled funds (year to date analysis as of 31st December, 2021)

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Flows & AuM All worldwide funds Global 2022-12-31
Active & Passive AuM & Flows overview for Worldwide domiciled funds (year to date analysis as of 31st December, 2022)

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Flows & AuM All worldwide funds Global 2022-06-30
Active & Passive AuM & Flows overview for Worldwide domiciled funds (year to date analysis as of 30th June, 2022)

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Flows & AuM All worldwide funds Global 2022-03-31
Active & Passive AuM & Flows overview for Worldwide domiciled funds (year to date analysis as of 31st March, 2022)

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Flows & AuM All worldwide funds Global 2022-09-30
Active & Passive AuM & Flows overview for Worldwide domiciled funds (year to date analysis as of 30th September, 2022)

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Other Issues and solutions to build optimal portfolios
Special issue

For 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 2022-09-30
Outperforming Portfolio Compass - China Large-Cap equity Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for China Large-Cap funds (year to date analysis as of 30th September, 2022) ?

Our analysis is the only one to highlight the key indicators that gives a fair view of current active/passive fund environment. We are also the first to be able to provide an active/passive fund allocation recommendation on China Large-Cap funds for a fair view and efficient decision..

Current year to date key indicators
  • % outperforming: % of active funds outperforming their passive fund benchmark
  • Spread: active vs. passive fund performance spread
Source: Morningstar and BSD Investing data from 30 September 2012 to 30 September 2022. Past performance is no guarantee of future results.
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Performances China Large-Cap funds Asia Large caps 2021-12-31
Outperforming Portfolio Compass - China Large-Cap equity Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for China Large-Cap funds (yearly analysis as of 31st December, 2021) ?

Our analysis is the only one to highlight the key indicators that gives a fair view of current active/passive fund environment. We are also the first to be able to provide an active/passive fund allocation recommendation on China Large-Cap funds for a fair view and efficient decision..

Current yearly key indicators
  • % outperforming: % of active funds outperforming their passive fund benchmark
  • Spread: active vs. passive fund performance spread
Source: Morningstar and BSD Investing data from 31 December 2011 to 31 December 2021. Past performance is no guarantee of future results.
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you need to be a subscriber :

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Performances China Large-Cap funds Asia Large caps 2022-06-30
Outperforming Portfolio Compass - China Large-Cap equity Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for China Large-Cap funds (year to date analysis as of 30th June, 2022) ?

Our analysis is the only one to highlight the key indicators that gives a fair view of current active/passive fund environment. We are also the first to be able to provide an active/passive fund allocation recommendation on China Large-Cap funds for a fair view and efficient decision..

Current year to date key indicators
  • % outperforming: % of active funds outperforming their passive fund benchmark
  • Spread: active vs. passive fund performance spread
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
you need to be a subscriber :

Already have an account ?

Performances China Large-Cap funds Asia Large caps 2022-12-31
Outperforming Portfolio Compass - China Large-Cap equity Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for China Large-Cap funds (yearly analysis as of 31st December, 2022) ?

Our analysis is the only one to highlight the key indicators that gives a fair view of current active/passive fund environment. We are also the first to be able to provide an active/passive fund allocation recommendation on China Large-Cap funds for a fair view and efficient decision..

Current yearly key indicators
  • % outperforming: % of active funds outperforming their passive fund benchmark
  • Spread: active vs. passive fund performance spread
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
you need to be a subscriber :

Already have an account ?