China A-Share Funds: 2022 Performance & Attribution Report

111 Active China A-Share Funds, AUM $55bn. 2022 Performance & Attribution Report In this report, we provide an overview of 2022 performance among the China A-Share funds in our analysis. We look at annual performance broken down by Style and Market Cap focus, together with longer-term analysis of active versus passive. We then identify the drivers behind 2022 performance based …

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China Active Funds: 2022 Performance & Attribution Report

119 Active China Funds, AUM $48bn. 2022 Performance & Attribution Report In this report, we provide an overview of 2022 performance among the China active funds in our analysis. We look at annual performance broken down by Style and Market Cap focus, together with longer-term analysis of active versus passive. We then identify the drivers behind 2022 performance based on …

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UK Active Funds: 2022 Performance & Attribution Report

273 Active UK Funds, AUM $176bn. 2022 Performance & Attribution Report In this report, we provide an overview of 2022 performance among the UK active funds in our analysis. We look at annual performance broken down by Style and Market Cap focus, together with longer-term analysis of active versus passive. We then identify the drivers behind 2022 performance based on …

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Asia Ex-Japan Funds: 2022 Performance & Attribution Report

91 Active Asia Ex-Japan Funds, AUM $70bn. 2022 Performance & Attribution Report In this report, we provide an overview of 2022 performance among the Asia Ex-Japan active funds in our analysis. We look at annual performance broken down by Style and Market Cap focus, together with longer-term analysis of active versus passive. We then identify the drivers behind 2022 performance …

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Global Funds: 2022 Performance & Attribution Report

359 Active GEM Funds, AUM $914bn. 2022 Performance & Attribution Report In this report, we provide an overview of 2022 performance among the Global active funds in our analysis. We look at annual performance broken down by Style and Market Cap focus, together with longer-term analysis of active versus passive. We then identify the drivers behind 2022 performance based on …

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Emerging Market Funds: 2022 Performance & Attribution Report

276 Active GEM Funds, AUM $343bn. 2022 Performance & Attribution Report In this report, we provide an overview of 2022 performance among the GEM active funds in our analysis. We look at annual performance broken down by Style and Market Cap focus, together with longer-term analysis of active versus passive. We then identify the drivers behind 2022 performance based on …

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GEM Fund Positioning Analysis, December 2022

267 Active GEM Funds, AUM $337bn GEM Fund Positioning Analysis, December2022 In this issue: Taiwan Semiconductors: Value Funds Drive Underweight Brazil Consumer Staples: Growing Conviction Emaar Properties: Record Holdings EM Stock Positioning Update   267 Active GEM Funds, AUM $337bn Taiwan Semiconductors: Value Funds Drive Underweight   Sentiment in the Taiwan Semiconductor sector remains fragile.  After a surge in exposure …

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UK Fund Positioning Analysis, December 2022

273 Active UK Funds, AUM $179bn UK Fund Positioning Analysis, December2022 In this issue: UK Health Care: Value Funds Drive Underweight UK Restaurants: Fragile Sentiment London Stock Exchange Group: Record Holdings UK Stock Radar   273 Active UK Funds, AUM $179bn UK Health Care: Value Funds Drive Underweight   Average holding weights in the UK Health Care sector have stayed …

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China Fund Positioning Analysis, December 2022

277 Active China Funds, AUM $102bn China Fund Positioning Analysis, December 2022 In this issue: MSCI China Consumer Discretionary: Reducing the Underweight China A-Share Sector Review: Industrials Gain as Financials Languish Greater China: Stock Radar   119 Active MSCI China Funds, AUM $46.2bn Consumer Discretionary: Reducing The Underweight   Active MSCI China funds are rotating back in to the Consumer …

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Global Fund Positioning Analysis, December 2022

359 Active Global Funds, AUM $947bn Global Fund Positioning Analysis, December2022 In this issue: Global Real Estate: New Lows China & HK: Underowned? Investment Banks/Brokers: Continued Momentum Vodafone: Going..Going….   359 Active Global Funds, AUM $947bn Global Real Estate: New Lows   Ownership levels in the Global Real Estate sector have hit new lows.  Average weights among active Global funds …

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