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Bewegungen bei Investment Fonds

Efama veröffentlicht den aktuellsten Report zu weltweiten Investmentfonds-Veranlagungen per Ende 3. Quartal 2008 und zeigt die wichtigsten Trends auf. Darin enthalten sind Auflistungen von Statistiken über 44 Länder sowie eine Darstellung von Zu- und Abflüsse bei diversen Anlagekategorien. Funds | 09.02.2009 16:08 Uhr

Investment fund assets worldwide decreased by 3.1 percent to €15.1 trillion at the end of the third quarter of 2008. Net cash flow to all funds was negative in the third quarter with €149 billion in outflows, the first worldwide outflows recorded since the third quarter 2002. Long-term funds had net outflows of €167 billion in the third quarter, after registering net inflows of €63 billion in the second quarter. All categories of long term funds experienced outflows. Year-to-date, equity funds have had €169 billion in outflows, bond funds have had €27 billion in outflows and balanced funds have had €16 billion in outflows. Money market funds experienced net inflows of €19 billion in the third quarter, compared to outflows of €45 billion in the second quarter of 2008. Year-todate money market funds have had €299 billion of net inflows.

The information presented in this report was compiled by EFAMA and the Investment Company Institute on behalf of the International Investment Funds Association, an organization of national investment fund associations. The collection for the third quarter of 2008 includes statistics from 44 countries.

The decline in assets reported in euro terms was moderated by the strengthening of the dollar. For instance, on a U.S. dollar denominated basis investment fund assets in the United States declined by 8.5 percent in the third quarter 2008, whereas they increased by 1 percent on a euro denominated basis.

On a euro denominated basis, long-term fund assets declined while money market fund assets increased. Assets of equity funds fell by 9 percent, with €6 trillion in assets at the end of the third quarter of 2008. Balanced fund assets declined by 4 percent while bond fund assets remained unchanged in the quarter. Assets of money market funds rose by 7.3 percent to €3.8 trillion at the end of the second quarter.

Net cash flow out of investment funds worldwide was €149 billion in the third quarter of 2008. Net outflows into equity funds worldwide were €100 billion in the third quarter, compared to a net inflow of €18 billion in the second quarter of 2008. The United States registered net outflows of €62 billion into equity funds in the third quarter, compared to a net inflow of €22 billion in the second quarter. The pace of net outflows from European equity funds accelerated in the third quarter, with €43 billion in outflows compared to €15 billion in the second quarter. Flows to equity funds in the Asia/Pacific region slowed but remained positive, dropping to €6 billion in the third quarter compared to €10 billion in the second quarter.

Bond funds experienced €44 billion in net outflows in the third quarter of 2008, compared to net inflows of €9 billion in the second quarter of 2008. Net inflows to bond funds were €16 billion in the United States in the third quarter, down from €35 billion in the second quarter. In contrast Europe continued to experience net outflows from bond funds, with €40 billion in net outflows in the third quarter, compared to net outflows of €25 billion in the second quarter. Bond fund flows turned negative in the Asia/Pacific region, with net outflows of €14 billion in the third quarter, compared to net inflows of €9 billion in the second quarter.

Worldwide outflows from balanced funds rebounded were €16 billion in the third quarter, compared to approximately zero net flows in the first half of the year. Net outflows from balanced funds in the United States were €3 billion in the third quarter, compared to net inflows of €7 billion in the second quarter. European balanced funds experienced net outflows of €6 billion in the third quarter of 2008 compared to net inflows of €2 billion in the second quarter.

Net flows to money market funds were €19 billion in the third quarter of 2008, compared to outflows of €45 billion in the second quarter of 2008. Both the United States and Europe experienced inflows into money market funds, with a combined net flow of €31 billion in the third quarter compared to a
combined outflow of €69 billion in the second quarter. Asia/Pacific money market funds registered net outflows of €12 billion in the third quarter after reporting net inflows of €7 billion in the second quarter.

At the end of the third quarter of 2008, 40 percent of worldwide mutual fund assets were held in equity funds. The asset share of bond funds was 18 percent and the asset share of balanced fund was 10 percent. Money market fund assets represented 25 percent of the worldwide total.

The number of mutual funds worldwide stood at 69,477 at the end of the second quarter of 2008. By type of fund, 40 percent were equity funds, 21 percent were balanced/mixed funds, 18 percent were bond funds, and 5 percent were money market funds.

Looking at the worldwide distribution of investment fund assets, the United States and Europe held the largest share in the world market, 49.2 percent and 32.3 percent, respectively. Australia, Brazil, Japan, Canada and China follow in this ranking. Taking into account non-UCITS assets, the market share of Europe reached 38.7 percent and that of the United States 44.6 percent.

Performanceergebnisse der Vergangenheit lassen keine Rückschlüsse auf die zukünftige Entwicklung eines Investmentfonds zu. Wert und Rendite einer Anlage in Fonds können steigen oder fallen. Anleger können gegebenenfalls nur weniger als das investierte Kapital ausgezahlt bekommen. Auch Währungsschwankungen können das Investment beeinflussen. Beachten Sie die Vorschriften für Werbung und Angebot von Anteilen im InvFG 2011 §128 ff. Die Informationen auf www.e-fundresearch.com repräsentieren keine Empfehlungen für den Kauf, Verkauf oder das Halten von Wertpapieren, Fonds oder sonstigen Vermögensgegenständen. Die Informationen des Internetauftritts der e-fundresearch.com AG wurden sorgfältig erstellt. Dennoch kann es zu unbeabsichtigt fehlerhaften Darstellungen kommen. Eine Haftung oder Garantie für die Aktualität, Richtigkeit und Vollständigkeit der zur Verfügung gestellten Informationen kann daher nicht übernommen werden. Gleiches gilt auch für alle anderen Websites, auf die mittels Hyperlink verwiesen wird. Die e-fundresearch.com AG lehnt jegliche Haftung für unmittelbare, konkrete oder sonstige Schäden ab, die im Zusammenhang mit den angebotenen oder sonstigen verfügbaren Informationen entstehen.

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