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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Type	Active & Passive funds universe	Region	Strategy	Period
Performances	Euro inflation-linked bond funds	Europe	Inflation-linked	2022-12-31
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 (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 inflation-linked 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 inflation-linked bond funds	Europe	Inflation-linked	2022-06-30
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 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 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 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 investment-grade bond funds	Europe	Investment-grade	2021-12-31
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 (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 investment-grade 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 investment-grade bond funds	Europe	Investment-grade	2022-09-30
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, 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 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 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 investment-grade bond funds	Europe	Investment-grade	2022-12-31
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 (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 investment-grade 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 investment-grade bond funds	Europe	Investment-grade	2022-06-30
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 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 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 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 investment-grade bond funds	Europe	Investment-grade	2023-03-31
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 (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 investment-grade 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
Performances	Euro investment-grade bond funds	Europe	Investment-grade	2023-06-30
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 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 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 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	Europe growth funds	Europe	Growth	2023-06-30
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 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 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 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	Europe growth funds	Europe	Growth	2022-06-30
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 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 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 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