Last updated: 06:44 / Friday, 8 April 2016

Net Sales of Worldwide Investment Funds in 2015 Were of Almost 2 Trillion Euros

Net Sales of Worldwide Investment Funds in 2015 Were of Almost 2 Trillion Euros
  • Investment fund assets grew 12% in 2015
  • Equity funds represent 40% of assets, while bonds are 20%
  • USA has by far the biggest market share

According to the latest international statistical release from the European Fund and Asset Management Association (EFAMA), which includes the worldwide investment fund industry results for the fourth quarter of 2015 and the whole year, investment fund assets worldwide increased 5.9% during the fourth quarter of 2015 to EUR 36.94 trillion at end 2015.  The year asset growth reached 12%.  In U.S. dollar terms, worldwide investment fund assets totaled USD 40.2 trillion at end 2015.

During the fourth quarter, all long-term funds (excluding money market funds) recorded net inflows, fueled by the strong quarter equity funds had. They attracted net inflows of EUR 174 billion, up from EUR 78 billion in the third quarter while bond  and balanced funds registered net sales of 32 and 120 billion euros, up from the outflows of EUR 21 billion in the previous quarter.

Money market funds registered net inflows of EUR 215 billion during the fourth quarter.

Overall in 2015, worldwide investment funds attracted net sales of almost 2 trillion euros (1,969 billion), up from EUR 1,532 billion in 2014. 

At the end of 2015, assets of equity funds represented 40 percent and bond funds represented 20 percent of all investment fund assets worldwide. Of the remaining assets money market funds represented 13 percent and the asset share of balanced/mixed funds was 18 percent. 

The market share of the ten largest countries/regions in the world market were the United States (48.4%), Europe (33.2%), Australia (3.8%), Japan (3.3%), China (3.1%), Canada (2.9%), Brazil (2.8%), Rep. of Korea (0.9%), India (0.4%) and South Africa (0.4%).

You can access the full report in the following link.