Worldwide investment funds reach all-time high

Global assetsInvestment fund assets worldwide stood at an all-time high of €28.29 trillion at the end of 2014, industry figures released today show.

Funds assets grew 18.9% over the year and 3.9% in the final quarter.

In US dollar terms, the total was $34.35 trillion.

The European Fund and Asset Management Association says that “long-term funds” – funds excluding money market funds – recorded net inflows of €220 billion during the fourth quarter (Q4) globally, slightly down from the €223 billion registered in the previous quarter.

Equity funds saw higher flows in Q4 compared to Q3, while bonds saw a dip. However, bonds saw the greater net flows overall, at €63 billion in Q4.

Coincidently, long-term funds registered net inflows of €68 billion in both the United States and Europe during the fourth quarter.

For the whole of 2014, worldwide investment funds attracted net sales of €1.2 trillion, up from €848 billion in 2013. Excluding money market funds, the net figure was €1.02 trillion.

The US recorded net inflows into long-term funds of €302 billion for the year, with Europe registering net inflows of €471 billion.

At the end of 2014, assets of equity funds represented 40% and bond funds represented 22% of all investment fund assets worldwide. Money market funds represented 13% and the asset share of balanced/mixed funds was 12%.

The market share of the ten largest countries or regions in the world were: US (51.2%), Europe (28.2%), Australia (4.7%), Brazil (4.4%), Canada (3.7%), Japan (3.1%), China (2.1%), Republic of Korea (1%), South Africa (0.5%) and India (0.4%).

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