AuM & Flows Compass Worldwide Active/Passive funds - Q1 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 March, 2022) ?
All elements can be found in the following analysis :

In Europe Q1 2022 passive funds dominated the flows.
- In Q1 2022 overall active fund flows saw outflows at €29bn of outflows in Europe while passive fund flows were bigger at €62bn. Total fund flows have seen a decrease by 81% vs Q4 2021. Equity passive fund flows were above those of active at €44bn vs €4bn of outflows respectively. This is opposed to Q4 2021. Total equity fund flows in Q1 2022 were down 38% vs Q4 2021. Total equity funds witnessed quarterly record outflows over 1 year. Even in fixed income passive funds dominated the flows with €13bn vs €50bn of outflows for active funds. This is opposed to Q4 2021. The trend turned negative in Q1 2022 vs Q4 2021. Total fixed income funds witnessed quarterly 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%. Both active and passive fund assets have shown a strong increase compared to 2008 +-1% p.a. and +10% p.a. respectively. Q1 2022 the trend is decelerating with -6% for active funds and -1% for passive funds. Active fund assets reach €9.1trn vs €2.7trn for passive funds. European mutual fund assets are down -5% vs Q4 2021 and represent 29% of mutual funds worldwide.

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262 results

Type	Active & Passive funds universe	Region	Strategy	Period
Performances	China Large-Cap funds	Asia	Large caps	2022-09-30
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, 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 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 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	China Large-Cap funds	Asia	Large caps	2023-06-30
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 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 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 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	Emerging debt Lcl Ccy funds	Global	Govies	2023-06-30
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 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 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 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	Emerging debt Lcl Ccy funds	Global	Govies	2021-12-31
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 (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 Emerging debt Lcl Ccy 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	Emerging debt Lcl Ccy funds	Global	Govies	2022-12-31
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 (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 Emerging debt Lcl Ccy 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	Emerging debt Lcl Ccy funds	Global	Govies	2022-06-30
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 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 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 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	Emerging debt Lcl Ccy funds	Global	Govies	2023-03-31
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 (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 Emerging debt Lcl Ccy 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	Emerging debt Lcl Ccy funds	Global	Govies	2022-09-30
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, 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 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 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	Emerging markets Large-Cap funds	Global	Large caps	2022-12-31
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 (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 Emerging markets Large-Cap 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	Emerging markets Large-Cap funds	Global	Large caps	2022-09-30
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, 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 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 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