European Funds dataset from Morningstar

### Context

ETFs represent a cheap alternative to Mutual Funds and they are growing in fast in the last decade. What are differences between the European and American Mutual Funds and ETFs?

### Content

The file contains 57,603 Mutual Funds and 9,495 ETFs with general aspects (as Total Net Assets, management company and size), portfolio indicators (as cash, stocks, bonds, and sectors), returns (as year_to_date, 2020-11) and financial ratios (as price/earning, Treynor and Sharpe ratios, alpha, and beta).
Additional data in terms of sustainability is also available.

### Acknowledgements

Data has been scraped from the publicly available website https://www.morningstar.co.uk.

### Inspiration

Datasets allow for multiple comparisons regarding portfolio decisions from investment managers in Mutual Funds and portfolio restrictions to the indexes in ETFs. Datasets will be updated on a semi-annual or annual basis.

{'Context': 'ETFs（交易型开放式指数基金）作为一种相较于共同基金而言的低成本投资工具，在近十年间呈现出快速增长的趋势。欧洲与美国之间的共同基金与ETFs之间究竟有何差异？', 'Content': '本文件包含了57,603份共同基金和9,495份ETFs的数据，涉及一般性指标（如总净资产、管理公司规模等），投资组合指标（如现金、股票、债券及行业分布等），回报率（如截至当前年度的回报、2020年11月数据）以及财务比率（如市盈率、特雷诺比率、夏普比率、alpha值和beta值）。此外，关于可持续性的额外数据亦可供查阅。', 'Acknowledgements': '数据源自公开可访问的网站：https://www.morningstar.co.uk。', 'Inspiration': '该数据集使得投资经理能够从共同基金的投资组合决策以及ETFs的指数约束等多个角度进行对比分析。数据集将每半年或每年更新一次。'}