AuM & Flows Compass Worldwide Active/Passive funds - Q3 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 September, 2022) ?
All elements can be found in the following analysis :
- In Europe so far in 2022 passive funds dominated the flows.
- So far in 2022 passive fund flows dominated at €72bn vs active for €202bn of outflows funds. The trend turned negative vs H2 of 2021. Equity passive fund flows were above those of active at €41bn vs €70bn of outflows respectively. This is opposed to H2 of 2021. The trend turned negative so far in 2022 vs H2 of 2021. Total equity funds witnessed monthly record outflows over 1 year. Even in fixed income passive funds dominated the flows with €37bn vs €143bn of outflows for active funds. This is opposed to H2 of 2021. The trend turned negative so far in 2022 vs H2 of 2021.
- In terms of assets passive funds represent almost a third of the total in Europe mutual funds asset under management (23%). The percentage is higher for equity at 34%. Active fund assets reach €7.9trn vs €2.4trn for passive funds. European mutual fund assets are down -0% vs 2020 and represent 28% 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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