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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262 results
Type | Active & Passive funds universe | Region | Strategy | Period | Download | ||
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Performances | Japan Large-Cap funds | Asia | Large caps | 2021-09-30 | |||
Outperforming Portfolio Compass - Japan Large-Cap equity Active & Passive fundsAre 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
Source: Morningstar and BSD Investing data from 30 September 2011 to 30 September 2021. Past performance is no guarantee of future results.
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Performances | Euro investment-grade bond funds | Europe | Investment-grade | 2021-09-30 | |||
Outperforming Portfolio Compass - Euro investment-grade bond Active & Passive fundsAre 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
Source: Morningstar and BSD Investing data from 30 September 2011 to 30 September 2021. Past performance is no guarantee of future results.
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Performances | China Large-Cap funds | Asia | Large caps | 2021-09-30 | |||
Outperforming Portfolio Compass - China Large-Cap equity Active & Passive fundsAre 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
Source: Morningstar and BSD Investing data from 30 September 2011 to 30 September 2021. Past performance is no guarantee of future results.
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Performances | Emerging debt Lcl Ccy funds | Global | Govies | 2021-09-30 | |||
Outperforming Portfolio Compass - Emerging debt Lcl Ccy Active & Passive fundsAre 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
Source: Morningstar and BSD Investing data from 30 September 2011 to 30 September 2021. Past performance is no guarantee of future results.
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Performances | Emerging markets Large-Cap funds | Global | Large caps | 2021-09-30 | |||
Outperforming Portfolio Compass - Emerging markets Large-Cap equity Active & Passive fundsAre 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
Source: Morningstar and BSD Investing data from 30 September 2011 to 30 September 2021. Past performance is no guarantee of future results.
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Performances | Euro government bond funds | Europe | Govies | 2021-09-30 | |||
Outperforming Portfolio Compass - Euro government bond Active & Passive fundsAre 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
Source: Morningstar and BSD Investing data from 30 September 2011 to 30 September 2021. Past performance is no guarantee of future results.
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Performances | Euro high-yield bond funds | Europe | High Yield | 2021-09-30 | |||
Outperforming Portfolio Compass - Euro high-yield bond Active & Passive fundsAre 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
Source: Morningstar and BSD Investing data from 30 September 2011 to 30 September 2021. Past performance is no guarantee of future results.
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Performances | Euro inflation-linked bond funds | Europe | Inflation-linked | 2021-09-30 | |||
Outperforming Portfolio Compass - Euro inflation-linked bond Active & Passive fundsAre 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
Source: Morningstar and BSD Investing data from 30 September 2011 to 30 September 2021. Past performance is no guarantee of future results.
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Performances | Europe growth funds | Europe | Growth | 2021-09-30 | |||
Outperforming Portfolio Compass - Europe growth equity Active & Passive fundsAre 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
Source: Morningstar and BSD Investing data from 30 September 2011 to 30 September 2021. Past performance is no guarantee of future results.
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Performances | Europe Large-Cap funds | Europe | Large caps | 2021-09-30 | |||
Outperforming Portfolio Compass - Europe Large-Cap equity Active & Passive fundsAre 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
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
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