For immediate release
Sustained demand for UCITS and AIF in May 2017, supported by favourable environment
Brussels, 31st July 2017 - 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 AIF for May 2017. 29 associations representing more than 99 percent of total UCITS and AIF assets provided us with net sales data.
The main developments in May 2017 can be summarized as follows:
• Net inflows into UCITS and AIF totaled EUR 95 billion, compared to EUR 83 billion in April.
• UCITS registered net inflows of EUR 62 billion, down from EUR 78 billion in April.
o Long-term UCITS (UCITS excluding money market funds) recorded net sales of EUR 62 billion, up from EUR 58 billion in April.
- Net sales of equity funds totaled EUR 13 billion, the same as in April.
- Net sales of bond funds totaled EUR 30 billion, up from 26 billion in April.
- Net sales of multi-asset funds totaled EUR 17 billion, up from EUR 15 billion in April.
o UCITS money market funds recorded net sales of EUR 0.2 billion, down from EUR 19 billion in April.
• AIF recorded net sales of EUR 33 billion, up from EUR 5 billion in April.
• Total net assets of UCITS and AIFs totaled EUR 15,065 billion at end May, compared to EUR 15,008 at end April and EUR 14,141 billion at end 2016.
Bernard Delbecque, Senior director for Economics and Research at EFAMA commented: “The demand for long-term UCITS and AIF continued to increase in May, in an environment of strengthening economic growth and reduced political uncertainty in Europe following the election of President Macron.”
*Please see the accompanying attachment
for the EFAMA Investment Fund Industry Fact Sheet (May) and the ‘Notes to editors’ section for further information on how the Fact Sheet is produced.
For media enquiries, please contact:
Peter De Proft, Director General
Bernard Delbecque, Senior Director - Economics and Research
Telephone: +32 (0) 2 513 39 69
– Ends –
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 62 corporate members 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 May 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