Our latest research Active & Passive allocation worldwide
Active fund vs ETF in 2021: Who is the winner?
2021 shows mixed performances for active and passive management. Overall, the improvement in the performance of active management initiated since 2020 continues in 2021. Active management benefits from the flexibility to adapt to the post-health crisis context, oscillating between stress and hope of recovery on the equity markets and inflationary pressure and anticipation of a change in monetary policy on the bond markets. Passive management, for its part, was able to capture the phases of strong recoveries in a number of markets.
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100 results
| Type | Active & Passive funds universe | Region | Strategy | Period | Download | ||
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| Flows & AuM | All worldwide funds | Global | 2021-12-31 | ||||
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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 December, 2021) ? Active & Passive AuM & Flows overview for Worldwide domiciled funds (year to date analysis as of 31st December, 2021)
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| Performances | China Large-Cap funds | Asia | Large caps | 2021-12-31 | |||
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 (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 China Large-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 | Emerging debt Lcl Ccy funds | Global | Govies | 2021-12-31 | |||
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 (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
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 | Emerging markets Large-Cap funds | Global | Large caps | 2021-12-31 | |||
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 (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 markets Large-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 | Euro government bond funds | Europe | Govies | 2021-12-31 | |||
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 (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 Euro government bond 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 | Euro high-yield bond funds | Europe | High Yield | 2021-12-31 | |||
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 (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 Euro high-yield bond 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 | Euro inflation-linked bond funds | Europe | Inflation-linked | 2021-12-31 | |||
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 (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 Euro inflation-linked bond 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 | Euro investment-grade bond funds | Europe | Investment-grade | 2021-12-31 | |||
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 (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 Euro investment-grade bond 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 growth funds | Europe | Growth | 2021-12-31 | |||
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 (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 growth 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 Large-Cap funds | Europe | Large caps | 2021-12-31 | |||
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 (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 Large-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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