Main Menu

EFAMA Library

EFAMA in brief

International Statistical Release Q3 2009

last modified 01/27/2010 20:57

Click here to get the files

Size 161.7 kB - File typepdf (Mime Type: application/pdf)

Statistical Highlights

1.     Investment fund assets worldwide increased 6.2 percent in the third quarter of 2009, to reach EUR 15.3 trillion at end September 2009.  In the period from January to September 2009, total assets rose by 12.4 percent.

2.     Net inflows into all funds were EUR 73 billion in the third quarter, marking the fourth consecutive quarter with positive net flows.  During the first nine months of 2009, total net inflows into investment funds worldwide reached EUR 203 billion, compared to net inflows of EUR 236 billion in 2008.

3.     Net inflows to long-term funds (all funds excluding money market funds) were EUR 271 billion in the third quarter, up from EUR 240 billion in the second quarter.  Equity, bond and balanced funds recorded net inflows of EUR 47 billion, EUR 153 billion and EUR 46 billion, respectively, in the third quarter.  During the first nine months of 2009, net inflows into investment funds worldwide totalled EUR 508 billion, compared to a cumulative outflow of EUR 400 billion in 2008.

4.     In contrast to long term funds, money market funds continued to experience net outflows, with EUR 198 billion of net outflows in the third quarter, up from EUR 156 billion in the previous quarter.  Overall, EUR 305 billion flowed out of money market funds in January-September 2009, compared to a cumulative inflow of EUR 637 billion in 2008.

5.     At the end of September 2009, assets of equity funds represented 38 percent of all investment fund assets worldwide.  The asset share of bond funds was 19 percent and the asset share of money market funds was 25 percent.  Balanced fund assets represented 10 percent of the worldwide total. 

6.     Taking into account non-UCITS, the market share of Europe in the world market reached 38.2 percent at the end of September 2009, and that of the United States 43.8 percent.  Excluding non-UCITS, the share of Europe and the United States reached 31.8 percent and 48.3 percent, respectively.