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Investment Fund Net Sales and Net Assets in January 2017

28 associations representing 99 percent of total UCITS and AIF assets provided EFAMA with net sales data.
The main developments in January 2017 can be summarized as follows:
  • Net flows into UCITS and AIF totaled EUR 92 billion, compared to EUR 32 billion in December 2016.
  • UCITS registered net inflows of EUR 71 billion, up from EUR 22 billion in December 2016.
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Trends in Worldwide Investment Fund Industry in Q4 2016

EFAMA’s latest International Statistical Release with the worldwide investment fund industry results for the fourth quarter of 2016.

The main highlights in the Statistical Release:
  1. Investment fund assets worldwide increased 4.8 percent during the fourth quarter of 2016 to EUR 41.29 trillion at end 2016. The year asset growth reached 9.9 percent.  In U.S. dollar terms, worldwide investment fund assets totaled USD 43.53 trillion at end 2016.

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Trends in the European Fund Industry in Q4 2016 and for 2016

2016 was another record year for the European investment fund industry, with net assets of European investment funds rising to an all-time high of EUR 14,142 billion and net sales of AIF reaching an all-time high of EUR 184 billion.

Despite multiple adverse shocks, the net sales of UCITS remained largely positive in 2016.
Further highlights on the developments in 2016 include:
  • Investment fund assets in Europe increased by 6.1 percent to EUR 14,142 billion. Overall, net assets of UCITS increased by 5.5 percent to EUR 8,658 billion. Net assets of AIF increased by 7.0 percent to EUR 5,483 billion.
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Investment Fund Net Sales and Net Assets in December 2016

29 associations representing more than 99 percent of total UCITS and AIF assets at end December 2016 provided us with net sales and/or net assets data.

The main developments in December 2016 in the reporting countries can be summarized as follows:
  • UCITS registered net sales of EUR 21 billion in December, compared to EUR 9 billion in November.

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Fondurile de investitii locale si straine distribuite in Romania in luna ianuarie 2017

 

Activele nete ale celor 189 de fonduri deschise si inchise (locale si straine) distribuite in Romania au crescut cu 1,3% in luna ianuarie, pana la 25,3 mld RON (5,62 mld.€), inregistrand un avans de 1,3% in anul 2017. Intrarile nete ale lunii au fost de 323,9 mil. RON (72 mil. EUR).
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Investment Fund Net Sales and Net Assets in November 2016

29 associations representing 99 percent of total UCITS and AIF assets provided us with net sales data.

The main developments in November 2016 can be summarized as follows:

  • Net inflows into UCITS and AIF totaled EUR 22billion, compared to EUR 62 billion in October.
  • UCITS registered net inflows of EUR 9 billion, downfrom EUR 47 billion in October.
    • Long-term UCITS (UCITS excluding money market funds) recorded net inflows of EUR 1 billion, compared to EUR 22 billion in October.
    • Equity funds recorded net inflows of EUR 6 billion, compared to net outflows of EUR 1 billion in October.
    • Net sales of bond funds recorded net outflows of EUR 8 billion, compared to net inflows of EUR 17 billion in October.
    • Net sales of multi-asset funds decreased from EUR 6 billion in October to EUR 0.1 billion in November.
    • UCITS money market funds recorded net sales of EUR 9 billion, down from EUR 25 billion in October.
  • AIF recorded net inflows of EUR 13billion, down from EUR 15 billion in October.
  • Total net assets of European investment funds increased to EUR 13,948 billion at end November, compared to EUR 13,817 in October and EUR 13,322billion at end 2015.

The anticipation of faster growth and higher inflation following the election of Donald Trump as American President had an impact on investor demand for UCITS in November: net sales of equity funds picked up, whereas net sales of bond funds turned negative for the first time since February 2016.

EFAMA Fact Sheet (November 2016)