Newsletter

Trendscout news issue 28 – Mixed results for big mergers

22. Februar 2019

Trendscout news – Mixed results for big mergers

We have experienced three major mergers of fund houses in recent years. However, only one succeeded in attracting more interest for its fund range.

Janus & Henderson announced their merger in October 2016, followed by Amundi & Pioneer in December and Aberdeen & Standard Life in March 2017.

If we only look at the active funds for the sake of comparison, only Amundi & Pioneer was able to increase its document views share by about 20%. Aberdeen & Standard Life lost about 20% (red and green line) while Janus & Henderson's views share roughly halved.

Amundi & Pioneer recorded growth above all in public channels and banks with a focus on Switzerland and rest of Europe, but less so in Global Financial Institutions. Janus & Henderson particularly lost at Global Financial Institutions as a result of slumps in interest for its Pan European and Euroland equity funds, while the views share at Swiss banks excluding global players even expanded. Aberdeen & Standard Life lost some ground within all channels.

Document downloads for active funds over 18 months for investors domiciled in Europe and Asia

Other Trendscout highlights

  • High yield bonds funds have attracted increased attention in recent weeks most notably driven by interest for funds from Fidelity, Nordea and UBAM.
  • Amundi MSCI Emerging Markets UCITS ETF climbs to 2nd rank within its peer group particularly thanks to demand from Germany and Italy.
  • Legg Mason funds gain views share thanks to interest from public platforms in Italy and the UK.

Categories gaining attention

  • Equity World Emerging Markets
  • Bonds Emerging Markets, External Debt
  • Bonds World Aggregate

Categories losing attention

  • Equity USA
  • Equity Europe
  • Equity Technology

Funds gaining attention

  • Pimco Income
  • Amundi MSCI Emerging Markets UCITS ETF
  • Templeton Global Total Return
  • Ashmore EM Short Duration
  • iShares Dev. Markets Property Yield UCITS ETF

About Trendscout news

Trendscout news is generated based on user access to fund documents hosted on www.fundinfo.com, the world's largest database of up to date fund documents. The information presented is intended to be an indicator of fund popularity based on channels and domiciles. It is not intended as an investment recommendation by fundinfo AG or any of it's subsidiaries or partners.