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EMEA Active/Passive Barometer Report: Mid-Year 2024

Active equity and fixed-income funds saw higher success rates.



It’s difficult to choose between active vs. passive investing approaches. Though equity and fixed-income funds saw an increase in success rates from December 2023 through June 2024 in their respective categories, the overall long-term track record tells a different story.



The latest EMEA Active/Passive Barometer report analyzes nearly 26,600 unique active and passive Europe-domiciled funds across categories, including success rates, annualized excess returns, and more.



Get the report to learn how to use active funds vs. passive funds performance trends to transform your clients’ returns.

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What's Inside

  • In-depth analysis of active fund against passive fund performance by asset class, region, and more.
  • Comparisons of asset- and equal-weighted returns by Morningstar categories.

  • The relationship between fund fees, performance, and success rates. 

Get the Report