Newsletter

Trendscout news issue 10

January 13, 2017

Investor’s attention shifts to passive in European Equities

Very disappointing results of active European equity fund managers in 2016 may have caused an acceleration of the shift into passive solutions.

Active European equity managers got wrong-footed on sector allocation in 2016. As ifund revealed this week, only 8% of European equity managers outperformed the MSCI Europe NR net of retail fees and just 24% did so gross of fees.

This may have caused an acceleration of the shift into passive solutions: while one year ago active European equity funds accounted for about 75% of all document views this number has most recently collapsed to 54%. This shift was most pronounced within public channels for German investors but was also remarkable for Swiss, Italian and UK investors.

% share in document downloads over 1 year for equites Europe, Europe ex UK, and Eurozone within European and Asian sales channels.

 

 

Other Trendscout highlights

  • Increased interest for Robeco BP Global Premium Equities first out of Spain, followed by Belgium in recent weeks.
  • Interest in Italian equities remains elevated.
  • Attention shifts from Technology funds to newly launched Robotics funds.

Categories gaining attention

  • Equity World
  • Equity USA
  • Bond World High Yield

Categories losing attention

  • Bond World Aggregate
  • Liquid Alternative Multi Strategy / Multi Assets
  • Bond Emerging Markets External Debt

Funds gaining attention

  • M&G Global Floating Rate High Yield Fund
  • Pictet – Robotics
  • Vanguard U.S. Treasury Inflation-Protected Securities
  • iShares Core MSCI World UCITS ETF
  • iShares STOXX Global Select Div. 100 UCITS ETF

View our Trendscout tutorial video

Trendscout is a self-service fund analytics web application developed and licensed by fundinfo. It measures investor’s interest in funds based on online views of our 20+ million fund documents database. For a quick introduction to the features and benefits of Trendscout, click here to view a tutorial video.

With Trendscout, you can:

  • Identify the source of interest in your funds based on investor domicile or sales channel.
  • Analyse the results of your marketing activities by region.
  • Compare the interest in your funds with each other, or with your competitor’s funds.
  • Examine the interest in individual funds or fund categories over time.

For additional details, visit the Trendscout website, or download the flyer. A detailed User Guide is also available on request.