AuM & Flows Compass Worldwide Active/Passive funds - H1 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 30th June, 2022) ?
All elements can be found in the following analysis :
- In Europe in H1 2022 passive funds dominated the flows.
- In H1 2022 passive fund flows dominated at €81bn vs active for €112bn of outflows funds. The trend turned negative vs H2 of 2021. Equity passive fund flows were above those of active at €54bn vs €26bn of outflows respectively. This is opposed to H2 of 2021. Total equity fund flows in H1 2022 were down 77% vs H2 of 2021. Total equity funds witnessed monthly record outflows over 1 year. Even in fixed income passive funds dominated the flows with €24bn vs €111bn of outflows for active funds. This is opposed to H2 of 2021. The trend turned negative in H1 2022 vs H2 of 2021. Total fixed income funds witnessed monthly record outflows over 1 year.
- Passive funds still account for a limited part of the total in Europe mutual funds asset under management (23%). The percentage is higher for equity at 33%. Active fund assets reach €8.3trn vs €2.5trn for passive funds. European mutual fund assets are up 4% vs 2020 and represent 29% of mutual funds worldwide.
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262 results
Type | Active & Passive funds universe | Region | Strategy | Period | Download | ||
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Performances | US investment-grade bond funds | America | Investment-grade | 2021-06-30 | |||
Outperforming Portfolio Compass - US investment-grade bond Active & Passive fundsAre you interested in all the information to have a clear view on active/passive fund allocation for US investment-grade bond funds (year to date analysis as of 30th June, 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 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 June 2011 to 30 June 2021. Past performance is no guarantee of future results.
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Performances | US Small-Cap funds | America | Small caps | 2021-06-30 | |||
Outperforming Portfolio Compass - US Small-Cap equity Active & Passive fundsAre you interested in all the information to have a clear view on active/passive fund allocation for US Small-Cap funds (year to date analysis as of 30th June, 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 Small-Cap funds for a fair view and efficient decision.. Current year to date key indicators
Source: Morningstar and BSD Investing data from 30 June 2011 to 30 June 2021. Past performance is no guarantee of future results.
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Performances | US value funds | America | Value | 2021-06-30 | |||
Outperforming Portfolio Compass - US value equity Active & Passive fundsAre you interested in all the information to have a clear view on active/passive fund allocation for US value funds (year to date analysis as of 30th June, 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 value funds for a fair view and efficient decision.. Current year to date key indicators
Source: Morningstar and BSD Investing data from 30 June 2011 to 30 June 2021. Past performance is no guarantee of future results.
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Performances | Japan Large-Cap funds | Asia | Large caps | 2021-06-30 | |||
Outperforming Portfolio Compass - Japan All-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 June, 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 June 2011 to 30 June 2021. Past performance is no guarantee of future results.
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Performances | Germany Large-Cap funds | Europe | Large caps | 2021-06-30 | |||
Outperforming Portfolio Compass - Germany Large-Cap equity Active & Passive fundsAre you interested in all the information to have a clear view on active/passive fund allocation for Germany Large-Cap funds (year to date analysis as of 30th June, 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 Germany Large-Cap funds for a fair view and efficient decision.. Current year to date key indicators
Source: Morningstar and BSD Investing data from 30 June 2011 to 30 June 2021. Past performance is no guarantee of future results.
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Performances | Global inflation-linked bond EUR hedged funds | Global | Inflation-linked | 2021-06-30 | |||
Outperforming Portfolio Compass - Global inflation-linked bond EUR hedged Active & Passive fundsAre you interested in all the information to have a clear view on active/passive fund allocation for Global inflation-linked bond EUR hedged funds (year to date analysis as of 30th June, 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 Global inflation-linked bond EUR hedged funds for a fair view and efficient decision.. Current year to date key indicators
Source: Morningstar and BSD Investing data from 30 June 2011 to 30 June 2021. Past performance is no guarantee of future results.
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Performances | Global corporate bond EUR hedged funds | Global | Corporate | 2021-06-30 | |||
Outperforming Portfolio Compass - Global corporate bond EUR hedged Active & Passive fundsAre you interested in all the information to have a clear view on active/passive fund allocation for Global corporate bond EUR hedged funds (year to date analysis as of 30th June, 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 Global corporate bond EUR hedged funds for a fair view and efficient decision.. Current year to date key indicators
Source: Morningstar and BSD Investing data from 30 June 2011 to 30 June 2021. Past performance is no guarantee of future results.
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Performances | All European funds | Global | 2021-06-30 | ||||
Outperforming Portfolio Compass - European Active & Passive fundsAre you interested in all the information to have a clear view on active/passive fund allocation for European domiciled funds (year to date analysis as of 30th June, 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 funds for a fair view and efficient decision.. Current year to date key indicators
Source: Morningstar and BSD Investing data from 30 June 2011 to 30 June 2021. Past performance is no guarantee of future results.
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Performances | China Large-Cap funds | Asia | Large caps | 2021-06-30 | |||
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 June, 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 June 2011 to 30 June 2021. Past performance is no guarantee of future results.
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Performances | Emerging debt Lcl Ccy funds | Global | Govies | 2021-06-30 | |||
Outperforming Portfolio Compass - Emerging debt 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 June, 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 June 2011 to 30 June 2021. Past performance is no guarantee of future results.
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