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 | Europe Small-Cap funds | Europe | Small caps | 2023-06-30 | |||
Outperforming Portfolio Compass - Europe Small-Cap equity Active & Passive fundsAre 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 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 Small-Cap funds for a fair view and efficient decision.. Current year to date key indicators
Source: Morningstar and BSD Investing data from 30 June 2013 to 30 June 2023. Past performance is no guarantee of future results.
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Performances | Europe Small-Cap funds | Europe | Small caps | 2022-06-30 | |||
Outperforming Portfolio Compass - Europe Small-Cap equity Active & Passive fundsAre 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 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 Small-Cap funds for a fair view and efficient decision.. Current year to date key indicators
Source: Morningstar and BSD Investing data from 30 June 2012 to 30 June 2022. Past performance is no guarantee of future results.
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Performances | Europe Small-Cap funds | Europe | Small caps | 2021-12-31 | |||
Outperforming Portfolio Compass - Europe Small-Cap equity Active & Passive fundsAre you interested in all the information to have a clear view on active/passive fund allocation for Europe Small-Cap 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 Europe Small-Cap funds for a fair view and efficient decision.. Current yearly key indicators
Source: Morningstar and BSD Investing data from 31 December 2011 to 31 December 2021. Past performance is no guarantee of future results.
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Performances | Europe Small-Cap funds | Europe | Small caps | 2022-09-30 | |||
Outperforming Portfolio Compass - Europe Small-Cap equity Active & Passive fundsAre 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, 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 Small-Cap funds for a fair view and efficient decision.. Current year to date key indicators
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
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Performances | Europe Small-Cap funds | Europe | Small caps | 2022-12-31 | |||
Outperforming Portfolio Compass - Europe Small-Cap equity Active & Passive fundsAre you interested in all the information to have a clear view on active/passive fund allocation for Europe Small-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 Europe Small-Cap funds for a fair view and efficient decision.. Current yearly key indicators
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
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Performances | Europe Small-Cap funds | Europe | Small caps | 2023-03-31 | |||
Outperforming Portfolio Compass - Europe Small-Cap equity Active & Passive fundsAre you interested in all the information to have a clear view on active/passive fund allocation for Europe Small-Cap 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 Europe Small-Cap funds for a fair view and efficient decision.. Current quarterly key indicators
Source: Morningstar and BSD Investing data from 31 March 2013 to 31 March 2023. Past performance is no guarantee of future results.
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Performances | Europe value funds | Europe | Value | 2022-06-30 | |||
Outperforming Portfolio Compass - Europe value equity Active & Passive fundsAre 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 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 value funds for a fair view and efficient decision.. Current year to date key indicators
Source: Morningstar and BSD Investing data from 30 June 2012 to 30 June 2022. Past performance is no guarantee of future results.
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Performances | Europe value funds | Europe | Value | 2021-12-31 | |||
Outperforming Portfolio Compass - Europe value equity Active & Passive fundsAre you interested in all the information to have a clear view on active/passive fund allocation for Europe value 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 Europe value funds for a fair view and efficient decision.. Current yearly key indicators
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
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Performances | Europe value funds | Europe | Value | 2022-09-30 | |||
Outperforming Portfolio Compass - Europe value equity Active & Passive fundsAre 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, 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 value funds for a fair view and efficient decision.. Current year to date key indicators
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
|
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Performances | Europe value funds | Europe | Value | 2022-12-31 | |||
Outperforming Portfolio Compass - Europe value equity Active & Passive fundsAre you interested in all the information to have a clear view on active/passive fund allocation for Europe value 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 Europe value funds for a fair view and efficient decision.. Current yearly key indicators
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
|