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The European Fund and Asset Management Association (EFAMA), has released its latest international statistical release (PDF) containing worldwide investment fund industry results for the third quarter of 2013. The main highlights for Q3 2013 include:
Investment fund assets worldwide increased 1.9 percent during the third quarter to stand at EUR 23.37 trillion at end September 2013. In U.S. dollar terms, worldwide investment fund assets increased 5.2 percent to US$ 31.56 trillion at end September 2013.
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Worldwide net cash inflows amounted to EUR 182 billion, up from EUR 109 billion in the previous quarter. A turnaround in net flows into money market funds was the main driver behind this result.
Long-term funds (all funds excluding money market funds) continued to register net inflows amounting to EUR 100 billion during the third quarter, albeit down from EUR 193 billion registered in the previous quarter:
- Worldwide equity funds recorded increased net inflows of EUR 61 billion in net new money, up from EUR 28 billion in the previous quarter.
- Worldwide bond funds registered net outflows for the first time since the fourth quarter of 2008. Net outflows amounted to EUR 37 billion, compared to net inflows of EUR 31 billion in the previous quarter.Worldwide bond funds registered net outflows for the first time since the fourth quarter of 2008. Net outflows amounted to EUR 37 billion, compared to net inflows of EUR 31 billion in the previous quarter.
- Balanced funds recorded reduced net inflows of EUR 47 billion, down from EUR 57 billion in the second quarter.
Money market funds recorded a turnaround in net flows during the third quarter as net inflows amounted to EUR 81 billion, compared to net outflows of EUR 84 billion in the previous quarter. The United States registered net inflows of EUR 71 billion during the quarter accounting for much of these inflows. Net outflows from money market funds continued to be recorded in Europe (EUR 9 billion).
At the end of the third quarter, assets of equity funds represented 39 percent and bond funds represented 23 percent of all investment fund assets worldwide. The asset share of money market funds was 15 percent and the asset share of balanced/mixed funds was 11 percent.
The market share of the ten largest countries/regions in the world market were the United States (50.1%), Europe (28.6%), Australia (5.2%), Brazil (5.1%), Canada (3.7%), Japan (3.4%), China (1.3%), Rep. of Korea (0.9%), South Africa (0.5%) and India (0.4%). Taking into account non-UCITS assets, the market share of Europe reached 36.4 percent at end September 2013.
The report for the third quarter of 2013 contains statistics from the following 46 countries:
Argentina, Brazil, Canada, Chile, Costa Rica, Mexico, Trinidad & Tobago, United States, Austria, Belgium, Bulgaria, Czech Republic, Denmark, Finland, France, Germany, Greece, Hungary, Ireland, Italy, Lichtenstein, Luxembourg, Netherlands, Norway, Poland, Portugal, Romania, Russia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey, United Kingdom, Australia, China, India, Japan, Rep. of Korea, New Zealand, Pakistan, Philippines, Taiwan, South Africa, Malta.
About the European Fund and Asset Management Association (EFAMA):
EFAMA is the representative association for the European investment management industry. EFAMA represents through its 27 member associations and 60 corporate members about EUR 15 trillion in assets under management of which EUR 9.5 trillion managed by over 55,000 investment funds at end September 2013. Close to 35,500 of these funds were UCITS (Undertakings for Collective Investments in Transferable Securities) funds. For more information about EFAMA, please visit www.efama.org
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