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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Type	Active & Passive funds universe	Region	Strategy	Period
Performances	Europe Small-Cap funds	Europe	Small caps	2021-09-30
Outperforming Portfolio Compass - Europe Small-Cap equity Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for Europe Small-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 Small-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 2011 to 30 September 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	Europe value funds	Europe	Value	2021-09-30
Outperforming Portfolio Compass - Europe value equity Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for Europe value 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 value 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 2011 to 30 September 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	Eurozone Large-Cap funds	Europe	Large caps	2021-09-30
Outperforming Portfolio Compass - Eurozone Large-Cap equity Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for Eurozone 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 Eurozone 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 2011 to 30 September 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	France Large-Cap funds	Europe	Large caps	2021-09-30
Outperforming Portfolio Compass - France Large-Cap equity Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for France 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 France 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 2011 to 30 September 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	Germany Large-Cap funds	Europe	Large caps	2021-09-30
Outperforming Portfolio Compass - Germany Large-Cap equity Active & Passive funds Are 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 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 Germany 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 2011 to 30 September 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	Global bond EUR hedged funds	Global	Aggregate	2021-09-30
Outperforming Portfolio Compass - Global bond EUR hedged Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for Global bond EUR hedged 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 Global bond EUR hedged 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 2011 to 30 September 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	Global corporate bond EUR hedged funds	Global	Corporate	2021-09-30
Outperforming Portfolio Compass - Global corporate bond EUR hedged Active & Passive funds Are 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 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 Global corporate bond EUR hedged 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 2011 to 30 September 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	Global inflation-linked bond EUR hedged funds	Global	Inflation-linked	2021-09-30
Outperforming Portfolio Compass - Global inflation-linked bond EUR hedged Active & Passive funds Are 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 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 Global inflation-linked bond EUR hedged 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 2011 to 30 September 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	Global Large-Cap funds	Global	Large caps	2021-09-30
Outperforming Portfolio Compass - Global Large-Cap equity Active & Passive funds Are 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 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 Global 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 2011 to 30 September 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	Italy Large-Cap funds	Europe	Large caps	2021-09-30
Outperforming Portfolio Compass - Italy Large-Cap equity Active & Passive funds Are 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 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 Italy 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 2011 to 30 September 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