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Trends in Worldwide Investment Fund Industry in Q1 2017

EFAMA’s latest International Statistical Release regarding the developments in the worldwide investment fund industry during the first quarter of 2017.

The main developments can be summarized as follows:
  1. Investment fund assets worldwide increased by 4.6 percent to EUR 43.19 trillion at end Q1 2017. In U.S. dollar terms, worldwide investment fund assets increased 6.0 percent to stand at USD 46.17 trillion at end Q1 2017.
  2. Net cash inflows into funds worldwide increased to EUR 605 billion, up from EUR 388 billion in the fourth quarter of 2016.

  3. Long-term funds (all funds excluding money market funds) recorded net inflows of EUR 578 billion, compared to EUR 299 billion in the fourth quarter of 2016.  Equity funds attracted net sales of EUR 161 billion, up from EUR 114 billion in the previous quarter.  Bond funds posted net sales of EUR 252 billion, up from EUR 88 billion in the previous quarter.  Balanced/mixed funds registered net sales of EUR 101 billion, up from net inflows EUR 64 billion in the previous quarter.
  4. Money market funds registered net sales of EUR 28 billion, compared to EUR 89 billion in the last quarter of 2016.
  5. At the end of the first quarter of the year, assets of equity funds represented 40.7 percent and bond funds represented 21.4 percent of all investment fund assets worldwide. Of the remaining assets, money market funds represented 11.2 percent and the asset share of balanced/mixed funds was 17.8 percent.
  6. The market share of the ten largest countries/regions in the world market were the United States (47.1%), Europe (33.3%), Brazil (4.0%), Australia (3.8%), Japan (3.4%), Canada (3.2%), China (2.7%), Rep. of Korea (0.9%), India (0.5%) and South Africa (0.4%).

 

 

International Statistical Release 2017-Q1
Worldwide Public Report 2017-Q1