We would like to draw your attention to the main highlights in the Statistical Release:
- Investment fund assets worldwide increased 6.2 percent during the third quarter to stand at EUR 27.24 trillion at end September 2014. In U.S. dollar terms, worldwide investment fund assets decreased 2.2 percent to US$ 34.28 trillion on account of U.S. dollar appreciation during the quarter.
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27 associations representing more than 99.6 percent of total UCITS and non-UCITS assets at end October 2014 provided us with net sales and/or net assets data.
The main developments in October 2014 in the reporting countries can be summarized as follows:
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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.
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27 associations representing more than 99.6 percent of total UCITS and non-UCITS assets at end September 2014 provided us with net sales and/or net assets data.
The main developments in September 2014 in the reporting countries can be summarized as follows:
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27 associations representing more than 99.6 percent of total UCITS and non-UCITS assets at end August 2014 provided us with net sales and/or net assets data.
The main developments in August 2014 in the reporting countries can be summarized as follows:
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27 associations representing more than 99.6 percent of total UCITS and non-UCITS assets at end July 2014 provided us with net sales and/or net assets data.
The main developments in July 2014 in the reporting countries can be summarized as follows:
- Net sales of UCITS soared to EUR 59 billion in July from EUR 22 billion in June. A turnaround in the net flows of money market funds was the trigger for this large increase in net sales.
- Long-term UCITS (UCITS excluding money market funds) registered net inflows of EUR 41 billion, up from EUR 37 billion in June. Net sales of equity funds rose in July to EUR 12 billion compared to EUR 2 billion in the previous month. Bond funds also registered an increase in net sales to EUR 17 billion, from EUR 13 billion. Balanced funds attracted EUR 15 billion compared to EUR 18 billion in June.
- Money market funds registered a significant turnaround in net flows in July to register net inflows of EUR 18 billion, compared to net outflows of EUR 15 billion in June.
- Total non-UCITS net sales increased to EUR 16 billion from EUR 8 billion in June, thanks to net sales of special funds (funds reserved to institutional investors), which rose from EUR 4 billion to EUR 13 billion in July.
- Total net assets of UCITS stood at EUR 7,618 billion at end July 2014, representing a 1.2 percent increase during the month. Total net assets of non-UCITS increased 1.0 percent to stand at EUR 3,043 billion at month end. Overall, total net assets of the European investment fund industry stood at EUR 10,661 billion at end July 2014.
Net sales of long-term UCITS remained robust in July as both equity and bond funds benefited from net inflows despite heightened geopolitical tensions and stock market declines.
EFAMA Monthly Fact Sheet July 2014
The main highlights of the report can be summarized as follows:
- Long-term UCITS, i.e. UCITS excluding money market funds, registered their largest quarterly net inflows (EUR 152 billion) since the first quarter of 2006. This compares to EUR 138 billion of net inflows into long-term funds in the previous quarter. Demand for bond funds reduced to EUR 56 billion from EUR 61 billion in the previous quarter. Net inflows to equity funds fell to EUR 24 billion, from EUR 27 billion. In contrast, net sales of balanced funds increased during the quarter to EUR 53 billion from EUR 45 billion in the first quarter.
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The main developments in May 2014 in the reporting countries can be summarized as follows:
- Net sales of UCITS remained robust in May totaling EUR 43 billion, albeit down from EUR 62 billion in April. This decline in net sales can be attributed to the reduction in net sales of long-term funds, coupled with increased net outflows from money market funds.
- Long-term UCITS (UCITS excluding money market funds) registered net inflows of EUR 48 billion, down from EUR 63 billion in April. Net sales of bond funds remained high at EUR 20 billion, albeit lower than April (EUR 27 billion). Net sales of equity funds halved in May to EUR 7 billion. Balanced funds continued to attract strong net inflows of EUR 17 billion, although down from EUR 20 billion in April.
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Sunt extrem de încântat să vă prezint Raportul EFAMA privind educaţia financiară a investitorilor. Acest document se axează pe rezolvarea unei probleme care rămâne în continuare o prioritate pentru preşedinţia EFAMA şi care se situează în centrul preocupărilor noastre viitoare. EFAMA este de părere că îmbunătăţirea nivelului de educaţie financiară a investitorilor este un pas esenţial în recâştigarea şi menţinerea încrederii investitorilor, pentru care industria fondurilor de investiţii trebuie să devină un furnizor pe termen lung de produse şi soluţii.
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