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Welcome to the source of independent authoritative data and analysis on Europe's mutual fund markets.

November in Brief

Long-only flows fell back to €23bn, a good €10bn lower than the sales volumes recorded since July. Nonetheless, YTD sales stand at €200bn and full year sales are likely to be in the €220-230bn range.

There was sales contraction in all asset classes but equity products sustained the worst of the falls. Here, flows represented just half of the October total in response to faltering stock markets. Local sectors suffered, while global equity saw sales almost double to €1.8bn.

In the bonds arena, investment grade bonds were back on top, pushing Emerging Market Bond funds back into second place. Euro bonds were snapping at their heels with the flow difference counted in the millions.

Group with strongest net inflows for the month was Deutsche/DWS (excl liquidity) with equity, mixed assets and money market being the three most popular categories.

Group with the strongest equity flows was also Deutsche. Two ETFs, DJ Dax and Emg Mkt Trn Index, were the best sellers.

Now Available – Funds of funds’ holdings

New analysis to help fund companies focus their sales activity through regular analysis of funds of funds’ holdings.

Using holdings data for over 2,000 European third party funds of funds, our aim is to help you to:

  • Identify the holdings (and their size) of each fund of funds to which you are pitching
  • Find sales opportunities where funds of funds hold funds in sectors in which you specialise (but do not yet invest in your funds)
  • Assess the ’share of the pot’ your fund has in each fund of funds
  • Compare the assets sourced from funds of funds that your funds have versus other providers’ funds
  • Spot opportunities (and their potential size) where funds of funds are investing in sectors or asset classes where you do not yet have an offering

For further information, please contact ed.moisson@thomsonreuters.com

The Asian Almanac 2009

Despite stock market rollercoaster highs and lows the Asian fund industry is still vibrant. With average asset growth of 22% pa over the last 6 years, and 34% growth in the first half of 2009 alone, there seems to be enormous potential. But like Europe, Asia cannot be viewed as one market to be approached with one generic strategy and not all markets offer the same long-term potential.

To understand where those opportunities lie the Asian Fund Market Almanac 2009 - the only comprehensive roadmap of the region - is essential reading for any fund company strategist having Asian ambitions. It will help you discover the rich and varied landscape of 12 markets, from China, a closed and underdeveloped fund market, through to Taiwan, where offshore business dominates.

For more information or if you wish to order, please contact Bella Caridade-Ferreira on +44 (0) 20 7542 3171. Click here to download brochure.