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) ?
All elements can be found in the following analysis :

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.

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262 results

Type	Active & Passive funds universe	Region	Strategy	Period
Performances	Emerging markets Large-Cap funds	Global	Large caps	2022-06-30
Outperforming Portfolio Compass - Emerging markets Large-Cap equity Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for Emerging markets 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 Emerging markets 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 : subscribe Already have an account ? Please log in
Performances	Emerging markets Large-Cap funds	Global	Large caps	2023-03-31
Outperforming Portfolio Compass - Emerging markets Large-Cap equity Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for Emerging markets Large-Cap funds (quarterly analysis as of 31st March, 2023) ? 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 Emerging markets Large-Cap funds for a fair view and efficient decision.. Current quarterly 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 March 2013 to 31 March 2023. Past performance is no guarantee of future results. To discover the full report you need to be a subscriber : subscribe Already have an account ? Please log in
Performances	Emerging markets Large-Cap funds	Global	Large caps	2021-12-31
Outperforming Portfolio Compass - Emerging markets Large-Cap equity Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for Emerging markets 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 Emerging markets 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. To discover the full report you need to be a subscriber : subscribe Already have an account ? Please log in
Performances	Emerging markets Large-Cap funds	Global	Large caps	2023-06-30
Outperforming Portfolio Compass - Emerging markets Large-Cap equity Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for Emerging markets Large-Cap funds (year to date analysis as of 30th June, 2023) ? 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 Emerging markets 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 2013 to 30 June 2023. Past performance is no guarantee of future results. To discover the full report you need to be a subscriber : subscribe Already have an account ? Please log in
Performances	Euro government bond funds	Europe	Govies	2023-06-30
Outperforming Portfolio Compass - Euro government bond Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for Euro government bond funds (year to date analysis as of 30th June, 2023) ? 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 Euro government bond 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 2013 to 30 June 2023. Past performance is no guarantee of future results. To discover the full report you need to be a subscriber : subscribe Already have an account ? Please log in
Performances	Euro government bond funds	Europe	Govies	2021-12-31
Outperforming Portfolio Compass - Euro government bond Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for Euro government bond 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 Euro government bond 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. To discover the full report you need to be a subscriber : subscribe Already have an account ? Please log in
Performances	Euro government bond funds	Europe	Govies	2022-12-31
Outperforming Portfolio Compass - Euro government bond Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for Euro government bond 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 Euro government bond 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 : subscribe Already have an account ? Please log in
Performances	Euro government bond funds	Europe	Govies	2022-09-30
Outperforming Portfolio Compass - Euro government bond Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for Euro government bond 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 Euro government bond 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. To discover the full report you need to be a subscriber : subscribe Already have an account ? Please log in
Performances	Euro government bond funds	Europe	Govies	2022-06-30
Outperforming Portfolio Compass - Euro government bond Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for Euro government bond 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 Euro government bond 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 : subscribe Already have an account ? Please log in
Performances	Euro government bond funds	Europe	Govies	2023-03-31
Outperforming Portfolio Compass - Euro government bond Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for Euro government bond funds (quarterly analysis as of 31st March, 2023) ? 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 Euro government bond funds for a fair view and efficient decision.. Current quarterly 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 March 2013 to 31 March 2023. Past performance is no guarantee of future results. To discover the full report you need to be a subscriber : subscribe Already have an account ? Please log in