Our latest research Active & Passive allocation worldwide
51% of European domiciled active funds from all our 31 universes outperform passive funds in Q1 2021
The percentage of outperforming active funds depends on the choice of benchmark index, comparison universes and the chosen calculation method. These choices therefore have a significant impact on the allocation decision between active and passive funds (see BSD Investing approach).
According to BSD Investing’s unique methodology, 51% of all active funds across our 31 universes outperformed passive funds with the same benchmark. This is slightly above the quarterly average over 10 years of 46%.
China large cap equity & US High Yield bond universes show the highest results in Q1 2021 while Eurozone large cap equity and Euro Inflation linked bond were the worst universes.
42% of our ESG European domiciled active funds outperform passive funds in Q1 2021
The percentage of outperforming active funds depends on the choice of benchmark index, comparison universes and the chosen calculation method. These choices therefore have a significant impact on the allocation decision between active and passive funds (see BSD Investing approach).
According to BSD Investing’s unique methodology, 43% of all our ESG equity active funds outperformed passive funds with the same benchmark in Q1 2021 and 23% of ESG fixed income active funds.
Over the past 2 years, data is more favourable to ESG active funds, with 51% of ESG active funds outperforming passive funds during their respective life time.
50% of all our European domiciled equity active funds outperform passive funds in Q1 2021
The percentage of outperforming active funds depends on the choice of benchmark index, comparison universes and the chosen calculation method. These choices therefore have a significant impact on the allocation decision between active and passive funds (see BSD Investing approach).
According to BSD Investing’s unique methodology, 50% of all our equity active funds outperformed passive funds with the same benchmark. This is slightly above the quarterly average over 10 years of 46%.
China & Emerging large cap equity universes show the highest results in Q1 2021 while Eurozone large cap and Europe small cap equity universes were among the worst universes.
52% of all our European domiciled fixed income active funds outperform passive funds in Q1 2021
The percentage of outperforming active funds depends on the choice of benchmark index, comparison universes and the chosen calculation method. These choices therefore have a significant impact on the allocation decision between active and passive funds (see BSD Investing approach).
According to BSD Investing’s unique methodology, 52% of all our fixed income active funds outperformed passive funds with the same benchmark. This is slightly above the quarterly average over 10 years of 48%.
High Yield bond & US govies universes show the highest results in Q1 2021 while Emerging debt and Euro inflation linked bond universes were among the worst.
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