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Record Inflows as Income, Multi-Asset, and Unconstrained Strategies Rise to the Top May 15 2013
Investors around the world contributed a record $480 billion in net inflows to long‐term funds during the first quarter of 2013, driven by sustained demand for bond and income products, an expanding appetite for multi‐asset portfolios, and renewed purchases of equity strategies. Equity funds’ share of a
flows increased to nearly 45% during the quarter, compared to less than 10% last year.
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Asia FlowWatch - March 2013 Results May 10 2013
Long-term funds in Asia gathered $14.3 billion in net flows during March, mainly to Japan ($9.9 billion), Hong Kong ($2.3 billion) and Singapore ($1.7 billion). Over 350 March new launches together collected $21.7 billion, while existing funds experienced $7.4 billion in net redemptions. SMAM Nikko New Economic Growth Country Equity Fund, a new stock fund in Japan, topped the best-selling table with $1.9 billion in net flows, followed by Schroder Asian Asset Income Fund that garnered nearly $1 billion in net new money for the month. The Schroders Hong Kong domiciled unit trust reached over $5 billion in AUM and was closed in March due to capacity constraints.
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Europe FlowWatch - March 2013 Results May 10 2013
During the month of March, long-term funds continued their momentum with inflows in both local Europe (Euro 7.4 billion) and the international cross-border spaces (Euro 29.4 billion), raising year-to-date net flows to Euro 127 billion. Templeton Global Total Return, one of the firm’s cross-border flagship products, was the top seller in March and Q1 2013, attracting €1.7 billion and €4.2 billion in net flows, respectively.
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Global FlowWatch- February 2013 Results Apr 26 2013
In February, investors around the world added $138 billion of net contributions to equity, mixed, bond and other long-term mutual funds, raising year-to-date net flows to $354 billion. During the first two months of 2013, equity and fixed income products each garnered almost $150 billion in net new money, with the remaining $60 billion to mixed and other types of funds. Globally, money market fund flows were flat, totaling $12 billion so far this year.
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Andean Region Pension Spotlight Apr 11 2013
The mandatory pension space has become increasingly important, serving as a primary hub for distribution of offshore products. Aggregate assets within the Andean countries ‐Chile, Colombia and Peru – have significantly increased over the last seven years with offshore investments currently representing more than $80 billion or 30% of 2012 year-end assets. Managers such as Blackrock and Vanguard have benefited from the increasing appetite for passive product offerings while firms such as Aberdeen have collected more than $2 billion with continued success of their emerging market themed products.
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Blockbusters, the 1000-100-10 Rule of Distribution, and 2013 Trends Feb 28 2013
Investors are allocating greater amounts of capital to fewer managers and even fewer flagship products, or sub-advising to them to distribute white-label solutions. In 2012, the 1% of best-selling blockbusters worldwide gathered an all-time record of $1.2 trillion in net cash flows – this 1% averaged $1.5 billion in new cash, the 0.01% (the top seven funds for 2012), averaged about ten times more, $14 billion per fund. Nearly half of top-sellers were bond products, but equity was not far behind with 37% of products. Early 2013 data suggests a possible return to equities on a larger scale this year.
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New Funds In Global Markets: Q4 2012 Feb 26 2013
New fund introductions in Asia, Europe, and cross-border collected $90 billion in new cash through 1,065 vehicles during Q4. Flows into new launches grew slightly to $59 billion in Asia, where income-preserving products remained popular, as bond fund flows rose to $22 billion, the highest level since early 2012. New funds in Europe and cross-border collected $30 billion through 458 funds in the last quarter of 2012, with inflows rising 23% compared to the same quarter in 2011, but with substantially fewer introductions.
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