As a market observer it is always a topic of interest to see whether European ETF investors have chased performance over the course of a calendar year. Since ETFs can be used as trading tools, such an analysis can highlight fund flow trends which may have been overlooked otherwise. That said, this article sheds a light on the fund flows within the 20 best- and worst-performing Lipper classifications in the European ETF industry over the course of 2024 (all calculations in EUR). First of all, one may realize by looking at chart 1 that neither the classification Equity U.S. (13)

Using the Lipper Leaders scoring system to analyse the best-performing funds in the IA Global sector.   Global funds give investors exposure to a portfolio of equities, diversified… well, globally… but with a bias to developed markets such as Europe and North America. Over the past few years, however, many of these funds—and certainly the broad indices—have had a pronounced American accent. Given market conditions, that doesn’t seem to have hindered their popularity. If anything, it has strengthened it. On any given month, US equity funds vie with Global for the top slot in terms of investor popularity, although over

One of the claims for multifactor ETFs is that these ETFs are combining different factors to overcome the timing issues investors face when using single factors. In addition to this one may also think that the usage of multifactor ETFs might help to reduce the risk within the portfolio. To see if these multifactor ETFs can keep up with the expectations of the investors, we have analyzed the segment of  multifactor ETFs within the peer group Equity Global. Here are the facts: There were eight multifactor ETFs within the peer group Equity Global available in the Lipper database. Three of

Introduction The past performance of a mutual fund is no indicator of future performance. But the past relative performance of an actively managed mutual fund or ETF compared to its fund manager benchmark shows if the respective fund manager was able to fulfill the marketing promise of an outperformance compared to the fund manager benchmark. This means such an analysis verifies if the fund was worth the higher fees for active management or if the investor would have been better off by simply buying the benchmark via a passive product such as an ETF. The analysis of the performance of

The year 2022 was one like no other. The war in the Ukraine, increasing inflation rates and the respective quantitative tightening programs from central banks around the globe, the still ongoing effects from the COVID-19 pandemic on supply chains, and geopolitical tensions between China and Taiwan, as well as between China and the U.S., have all on their own the potential to drive markets. Given the fact that these factors appeared at the same time, it is not surprising that equity markets around the world entered a bear market environment in 2022. With this in mind, 2022 had the potential