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 | Download | ||
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Performances | Euro investment-grade bond funds | Europe | Investment-grade | 2021-06-30 | |||
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 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 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 June 2011 to 30 June 2021. Past performance is no guarantee of future results.
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Performances | Global Large-Cap funds | Global | Large caps | 2021-06-30 | |||
Outperforming Portfolio Compass - Global Large-Cap equity Active & Passive fundsAre you interested in all the information to have a clear view on active/passive fund allocation for Global 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 Global 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 | Italy Large-Cap funds | Europe | Large caps | 2021-06-30 | |||
Outperforming Portfolio Compass - Italy Large-Cap equity Active & Passive fundsAre you interested in all the information to have a clear view on active/passive fund allocation for Italy 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 Italy 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 | Spain Large-Cap funds | Europe | Large caps | 2021-06-30 | |||
Outperforming Portfolio Compass - Spain Large-Cap equity Active & Passive fundsAre you interested in all the information to have a clear view on active/passive fund allocation for Spain 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 Spain 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 | Switzerland Large-Cap funds | Europe | Large caps | 2021-06-30 | |||
Outperforming Portfolio Compass - Switzerland Large-Cap equity Active & Passive fundsAre you interested in all the information to have a clear view on active/passive fund allocation for Switzerland 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 Switzerland 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 | UK Large-Cap funds | Europe | Large caps | 2021-06-30 | |||
Outperforming Portfolio Compass - UK All-Cap equity Active & Passive fundsAre you interested in all the information to have a clear view on active/passive fund allocation for UK 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 UK 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 | UK government bond funds | Europe | Govies | 2021-06-30 | |||
Outperforming Portfolio Compass - UK government bond Active & Passive fundsAre you interested in all the information to have a clear view on active/passive fund allocation for UK government 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 UK government 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 government bond funds | America | Govies | 2021-06-30 | |||
Outperforming Portfolio Compass - US government bond Active & Passive fundsAre you interested in all the information to have a clear view on active/passive fund allocation for US government 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 government 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 growth funds | America | Growth | 2021-06-30 | |||
Outperforming Portfolio Compass - US growth equity Active & Passive fundsAre 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, 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 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 high-yield bond funds | America | High Yield | 2021-06-30 | |||
Outperforming Portfolio Compass - US high-yield bond Active & Passive fundsAre 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, 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 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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