AuM & Flows Compass Worldwide Active/Passive funds - H1 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 30th June, 2021) ?
All elements can be found in the following analysis :

In Europe in H1 2021 active funds dominated the flows
- In H1 2021 active fund flows dominated at €357bn vs passive for €110bn funds. Total fund flows have seen an increase by 20% vs H2 of 2020. Equity active fund flows were above those of passive at €171bn vs €75bn respectively. This is in line with H2 of 2020. Total equity fund flows in H1 2021 were up 24% vs H2 of 2020. Even in fixed income active funds dominated the flows with €101bn vs €34bn for passive funds. This is in line with H2 of 2020. Total fixed income fund flows were down 10% vs H2 of 2020.
- Passive funds still account for a limited part of the total in Europe mutual funds asset under management (21%). The percentage is higher for equity at 31%. Active fund assets reach €9.2trn vs €2.4trn for passive funds. European mutual fund assets are up 12% vs 2020 and represent 30% of mutual funds worldwide.

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Type	Active & Passive funds universe	Region	Strategy	Period
Performances	US growth funds	America	Growth	2021-12-31
Outperforming Portfolio Compass - US growth equity Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for US growth 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 US growth 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	US growth funds	America	Growth	2022-06-30
Outperforming Portfolio Compass - US growth equity Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for US growth 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 US 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 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	US growth funds	America	Growth	2022-09-30
Outperforming Portfolio Compass - US growth equity Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for US growth 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 US 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 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	US growth funds	America	Growth	2022-12-31
Outperforming Portfolio Compass - US growth equity Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for US growth 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 US growth 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	US growth funds	America	Growth	2023-03-31
Outperforming Portfolio Compass - US growth equity Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for US growth 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 US growth 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	US growth funds	America	Growth	2023-06-30
Outperforming Portfolio Compass - US growth equity Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for US growth 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 US 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 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	US high-yield bond funds	America	High Yield	2023-06-30
Outperforming Portfolio Compass - US high-yield bond Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for US high-yield 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 US 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 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	US high-yield bond funds	America	High Yield	2021-12-31
Outperforming Portfolio Compass - US high-yield bond Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for US high-yield 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 US high-yield 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	US high-yield bond funds	America	High Yield	2022-06-30
Outperforming Portfolio Compass - US high-yield bond Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for US high-yield 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 US 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 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	US high-yield bond funds	America	High Yield	2022-09-30
Outperforming Portfolio Compass - US high-yield bond Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for US high-yield 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 US 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 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