AuM & Flows Compass Worldwide Active/Passive funds - 2022

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

In Europe in 2022 passive funds dominated the flows.
- In 2022 passive fund flows dominated at €107bn vs active for €230bn of outflows funds. The trend turned negative vs H2 of 2021. Equity passive fund flows were above those of active at €57bn vs €76bn of outflows respectively. This is opposed to H2 of 2021. The trend turned negative in 2022 vs H2 of 2021. Total equity funds witnessed yearly record outflows over 5 years. Even in fixed income passive funds dominated the flows with €60bn vs €147bn of outflows for active funds. This is opposed to H2 of 2021. The trend turned negative in 2022 vs H2 of 2021. Total fixed income funds witnessed yearly record outflows over 5 years.
- In terms of assets passive funds represent almost a third of the total in Europe mutual funds asset under management (24%). The percentage is higher for equity at 34%. Both active and passive fund assets have shown a strong increase compared to 2008 +8% p.a. and +17% p.a. respectively. In 2022 the trend is decelerating for active with -5% for active funds and +17% for passive funds. Active fund assets reach €7.9trn vs €2.5trn for passive funds. European mutual fund assets are down -0% vs 2020 and represent 29% of mutual funds worldwide.

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262 results

Type	Active & Passive funds universe	Region	Strategy	Period
Performances	Japan Large-Cap funds	Asia	Large caps	2021-09-30
Outperforming Portfolio Compass - Japan Large-Cap equity Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for Japan Large-Cap funds (year to date analysis as of 30th September, 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 Japan 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 2011 to 30 September 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 investment-grade bond funds	Europe	Investment-grade	2021-09-30
Outperforming Portfolio Compass - Euro investment-grade bond Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for Euro investment-grade bond funds (year to date analysis as of 30th September, 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 investment-grade 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 2011 to 30 September 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	China Large-Cap funds	Asia	Large caps	2021-09-30
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, 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 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 2011 to 30 September 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 debt Lcl Ccy funds	Global	Govies	2021-09-30
Outperforming Portfolio Compass - Emerging debt Lcl Ccy Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for Emerging debt Lcl Ccy funds (year to date analysis as of 30th September, 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 debt Lcl Ccy 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 2011 to 30 September 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	2021-09-30
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 September, 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 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 2011 to 30 September 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	2021-09-30
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, 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 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 2011 to 30 September 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 high-yield bond funds	Europe	High Yield	2021-09-30
Outperforming Portfolio Compass - Euro high-yield bond Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for Euro high-yield bond funds (year to date analysis as of 30th September, 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 high-yield 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 2011 to 30 September 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 inflation-linked bond funds	Europe	Inflation-linked	2021-09-30
Outperforming Portfolio Compass - Euro inflation-linked bond Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for Euro inflation-linked bond funds (year to date analysis as of 30th September, 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 inflation-linked 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 2011 to 30 September 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	Europe growth funds	Europe	Growth	2021-09-30
Outperforming Portfolio Compass - Europe growth equity Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for Europe growth funds (year to date analysis as of 30th September, 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 Europe growth 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 2011 to 30 September 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	Europe Large-Cap funds	Europe	Large caps	2021-09-30
Outperforming Portfolio Compass - Europe Large-Cap equity Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for Europe Large-Cap funds (year to date analysis as of 30th September, 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 Europe 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 2011 to 30 September 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