Brussels, 3rd July 2017 - For immediate release
Strong demand for UCITS boosted European funds assets above EUR 15 trillion in April
The European Fund and Asset Management Association (EFAMA) has today published its latest Investment Funds Industry Fact Sheet, which provides net sales of UCITS and non-UCITS for April 2017. 28 associations representing more than 99 percent of total UCITS and AIF assets provided us with net sales data.
The main developments in April 2017 can be summarized as follows:
• Net inflows into UCITS and AIF totaled EUR 83 billion, compared to EUR 99 billion in March.
• UCITS registered net inflows of EUR 78 billion, down from EUR 87 billion in March.
o Long-term UCITS (UCITS excluding money market funds) recorded net sales of EUR 58 billion, compared to EUR 60 billion in March.
-- Equity Net sales of equity funds totaled EUR 13 billion, up from EUR 10 billion in March.
-- Net sales of bond funds totaled EUR 26 billion, down from 32 billion in March.
-- Net sales of multi-asset funds totaled EUR 15 billion, up from EUR 13 billion in March.
o UCITS money market funds recorded net sales of EUR 19 billion, compared to EUR 27 billion in March.
• AIF recorded net sales of EUR 5 billion, compared to EUR 12 billion in March.
• Total net assets of UCITS and AIFs increased to EUR 15,008 billion at end April, compared to EUR 14,856 at end March and EUR 14,141 billion at end 2016.
Bernard Delbecque, Senior director for Economics and Research at EFAMA commented: “The demand for UCITS continued to be strong in April, pushing the total net assets of European investment funds above the EUR 15 trillion for the first time ever”.
- Ends –
*Please see the accompanying attachment
for the EFAMA Investment Fund Industry Fact Sheet (April) and the ‘Notes to editors’ section for further information on how the Fact Sheet is produced.
For media enquiries, please contact:
Peter De Proft,
Senior Director of Economics and Research
Telephone: +32 (0) 2 513 39 69
Notes to editors:
About the European Fund and Asset Management Association (EFAMA):
EFAMA is the representative association for the European investment management industry. EFAMA represents through its 29 member associations and 61 corporate members close to EUR 23 trillion in assets under management of which EUR 14.1 trillion managed by 58,400 investment funds at end 2016. Just over 30,600 of these funds were UCITS (Undertakings for Collective Investments in Transferable Securities) funds, with the remaining 27,800 funds composed of AIFs (Alternative Investment Funds). For more information about EFAMA, please visit www.efama.org
About the April Monthly EFAMA Investment Fund Industry Fact Sheet:
The Fact Sheet is published by EFAMA on a monthly basis and presents net sales and net assets data for UCITS and AIF provided by 29 national associations. The contributing national associations are: Austria, Belgium, Bulgaria, Croatia, Czech Republic, Cyprus, Denmark, Finland, France, Germany, Greece, Hungary, Ireland, Italy, Liechtenstein, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey, and United Kingdom.