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UCITS and non-UCITS assets surpass the EUR 11 trillion mark for the first time ever

The European Fund and Asset Management Association (EFAMA) has published its latest quarterly statistical release which describes the trends in the European investment fund industry during the third quarter of 2014.

The main highlights of the report can be summarized as follows: 

The combined assets of UCITS and non-UCITS surpassed the EUR 11 trillion mark for the first time ever to end the quarter at EUR 11,057 billion.

UCITS recorded increased net inflows of EUR 130 billion in the third quarter of 2014, up from EUR 126 billion in the second quarter of the year.  This marked the third successive quarter of UCITS net sales surpassing the EUR 100 billion mark.

So far in 2014, UCITS attracted EUR 405 billion in net inflows, more than double the EUR 178 billion attracted over the same period in 2013.

Long-term UCITS, i.e. UCITS excluding money market funds, continued to register strong net inflows of EUR 117 billion, albeit down compared to EUR 148 billion in the second quarter.

  • Demand for bond funds remained high in the third quarter (EUR 47 billion compared to EUR 56 billion in the second quarter).

  • Net sales of balanced funds also posted strong net inflows during the quarter (EUR 52 billion compared to EUR 56 billion in the second quarter).

  • On the other hand, equity fund net sales fell to EUR 14 billion, from EUR 24 billion in the second quarter, owing to rising geopolitical and economic uncertainties during the quarter.

Money market funds posted net inflows of EUR 13 billion in the third quarter, against net outflows of EUR 22 billion recorded in the second quarter.

Total net assets of UCITS increased by 4.3 percent during the third quarter to stand at EUR 7,807 billion at end September 2013.  Net assets of balanced funds increased 5.9 percent during the quarter, followed by bond funds with growth of 4.7 percent. Net assets of equity funds registered growth in assets of 3.3 percent.  Money market funds also registered a rise in assets of 4.1 percent during the quarter.

Total net assets of non-UCITS increased by 3.1 percent in the third quarter to stand at EUR 3,250 billion at end September 2013.  Assets of special funds reserved to institutional investors grew by 3.3 percent during the quarter.

Source : efama.org

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