Main highlights in the Statistical Release:
1. Investment fund assets worldwide slightly increased in the first quarter of 2009, to reach EUR 13,645 billion at end March 2009. The strengthening of the dollar contributed to the asset increase on a euro denominated basis. Measured in local currency investment fund assets decreased in all major markets during the first quarter of 2009.
2. Net cash flow to all funds was EUR 44 billion in the first quarter, compared with EUR 82 billion of inflows experienced in the fourth quarter of 2008. Net outflows from long-term funds slowed to EUR 5 billion in the first quarter after an average outflow of EUR 211 billion per quarter in the second half of 2008. Net flows into money market funds fell to EUR 49 billion in the first quarter of 2009 from EUR 337 billion of net inflows in the fourth quarter of 2008.
3. At the end of March 2009, assets of equity funds represented 33 percent of all investment fund assets worldwide. The asset share of bond funds was 19 percent and money market funds 32 percent of the total. Balanced fund assets represented 9 percent of the worldwide total.
4. Taking into account non-UCITS, the market share of Europe in the world market reached 38 percent at the end of March 2009, and that of the United States 46 percent. Excluding non-UCITS, the share of Europe and the United States reached 31 percent and 51 percent, respectively.
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