This week I published a new report on year to date flow observations worldwide, including top products and managers, with key contributions from analysts Bryan Liu, Miao Hu, and Lise Carpenter.

Release notes below:

Nearly $270 Billion in Global Long-Term Flows Through April 2011, industry on track for another year of RECORD CASH FLOWS; “DAVID & GOLIATH” FUND MANAGERS DOMINATE GLOBAL LEAGUE TABLES

Hong Kong and New York – June 22, 2011 – Year-to-date global long-term fund flows through April 2011 reached $270 billion, according to Strategic Insight’s Global Mutual Fund Review April 2011, New & Top Selling Funds, Leading Managers.

“This puts the industry on track for another year of $750 billion to $1 trillion in cash net flows in 2011,” stated Daniel Enskat, Head of Global Consulting at Strategic Insight. “April was the best month since October 2010, with close to $100 billion in flows, mostly from the US and cross-border vehicles,” Enskat added. “Equity funds are the main driver of flows thus far in 2011, accounting for half of the total.”

Among other highlights from the report:

– Toward a True Cross-Border Mutual Fund Industry: “Cross-border funds in Europe and abroad have been driving net flows for mutual funds, and year-to-date accounted for 80% of cash flows ($77 billion) outside of the US (90% when only looking at Europe). Due to their flow dominance, cross-border UCITS’ share of total UCITS assets has risen from less than 10% a decade ago to nearly 40% today.”

– David & Goliath – Leading Cross-Border Investment Managers: “Looking at the top cash flow cross-border managers thus far in 2011, Franklin Templeton continues to hold the top spot, followed by Blackrock and JP Morgan”, noted Enskat. “Just as importantly, boutique managers Investec and M&G entered the top 10 cross-border fund manager league table on the strengths of their flagship themes and products.”

– Diversity of New Fund Themes Around the World: “The first few months of 2011 brought a wide range of interesting and diverse fund launches by region. In Asia, China’s top themes include SRI, capital protection, passive equity, and stable income. In Europe, the largest gains are around capital protection via bank distribution. On a cross-border basis, emerging market local currency debt, absolute return, lifecycle funds, and RMB bonds led the way for cash flows.”

In addition to a discussion of new funds, this report analyzes the top cash flow funds and managers so far this year by region.

For more information on this report, please visit: http://www.sionline.com

About Strategic Insight

Strategic Insight is a research and consulting firm that supports over 250 companies around the world with analysis, perspective, and data on the fund industry; its Simfund databases, the world’s analytical source for mutual fund business intelligence, track flows, assets, performance, ratings, and other intelligence on more than 65,000 portfolios and many more fund share classes globally.

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