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EFAMA’s latest International Statistical Release – October 2014

27 associations representing more than 99.6 percent of total UCITS and non-UCITS assets at end October 2014 provided us with net sales and/or net assets data.

The main developments in October 2014 in the reporting countries can be summarized as follows:

  • Net sales of UCITS jumped to EUR 44 billion in October from EUR 14 billion in September. This leap in net sales came on the back of large net inflows to money market funds during the month.
  • Long-term UCITS (UCITS excluding money market funds) posted net inflows of EUR 23 billion, down from EUR 28 billion in September. Bond funds registered increased net sales of EUR 16 billion, up from EUR 13 billion in September. Net outflows from equity funds remained at EUR 6 billion for the second consecutive month, whilst net inflows to balanced funds halved in September to EUR 9 billion.
  • Money market funds posted net inflows of EUR 22 billion in October, compared to net outflows of EUR 14 billion in September.
  • Total non-UCITS registered net inflows of EUR 16 billion, compared to net outflows of EUR 13 billion in September. Net sales of special funds (funds reserved to institutional investors) posted net inflows of EUR 12 billion after registering net outflows in September of EUR 13 billion.
  • Total net assets of UCITS stood at EUR 7,901 billion at end October 2014, representing a 0.5 percent increase during the month. Total net assets of non-UCITS increased 0.6 percent to stand at EUR 3,130 billion at month end. Overall, total net assets of the European investment fund industry stood at EUR 11,030 billion at end October 2014.

Deflationary pressures in the euro area supported net sales of bond funds in October, whereas market concerns about growth prospects continued to hold back net sales of equity funds.

EFAMA Monthly Fact Sheet October 2014