For immediate release
Brussels, 13th March 2013
Long-term UCITS net sales surge to EUR 53 billion in January 2013
The European Fund and Asset Management Association (EFAMA) has today published its latest Investment Fund IndustryFact Sheet*, which provides investment sales and asset data for January 2013.
26 associations representing more than 99.6 percent of total UCITS and non-UCITS assets at end January 2013provided us with net sales and/or net assets data.
The main developments in January 2013 in the reporting countries can be summarized as follows:
UCITS experienced a jump in net inflows in January to EUR 49 billion, up from EUR 1 billion recorded in December,reflecting a surge in net sales of long-term UCITS and a reduction in net outflows from money market funds.
Net sales of long-term UCITS (UCITS excluding money market funds) increased substantially to record net inflowsof EUR 53 billion, up from EUR 35 billion in December.
- Net sales of equity funds continued to rise to reach EUR 21 billion, compared EUR 14 billion in December.
- Bond funds also recorded higher net inflows of EUR 19 billion, rising from from EUR 14 billion in December
- Balanced funds also saw greater inflows of EUR 11 billion from EUR 7 billion in December.
Net outflows from money Market funds fell to EUR 5 billion compared to EUR 33 billion in December.
Total non-UCITS recorded net sales of EUR 17 billion, down from EUR 30 billion of net inflows witnessed in
December. Special funds (funds reserved to institutional investors) recorded reduced net inflows amounting to EUR15 billion, compared to EUR 27 billion in December.
Total assets of UCITS stood at EUR 6,395 billion at end January 2013, representing a 0.7 percent increase sinceend December 2012. Total assets of non-UCITS enjoyed an increase of 0.3 percent in January to stand at EUR 2,557billion at month end.
Bernard Delbecque, Director of Economics and Research at EFAMA, commented:
A perceived reduction in global stock market uncertainty supported by stronger financial market confidencestrengthened investor sentiment in January, leading to the best month for net sales of long-term UCITS since EFAMAbegan collecting monthly data in October 2008.
Ends
* Please see the 
accompanying attachment for the EFAMA Investment Fund Industry Fact Sheet (January) and the Notes
accompanying attachment for the EFAMA Investment Fund Industry Fact Sheet (January) and the Notesto editors section for further information on how the fact sheet is produced.
For media enquiries, please contact:
Peter De Proft, Director General, or Bernard Delbecque, Director of Economics and Research
Telephone: +32 (0) 2 513 39 69; E-mail: info@efama.org
Telephone: +32 (0) 2 513 39 69; E-mail: info@efama.org
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 27 member associations and 59 corporate members about EUR 14 trillion in assets undermanagement of which EUR 8.9 trillion managed by 54,000 investment funds at end December 2012. Just over 35,000 ofthese funds were UCITS (Undertakings for Collective Investments in Transferable Securities) funds. For moreinformation about EFAMA, please visit www.efama.org.
represents through its 27 member associations and 59 corporate members about EUR 14 trillion in assets undermanagement of which EUR 8.9 trillion managed by 54,000 investment funds at end December 2012. Just over 35,000 ofthese funds were UCITS (Undertakings for Collective Investments in Transferable Securities) funds. For moreinformation about EFAMA, please visit www.efama.org.
About the January Monthly EFAMA Investment Fund Industry Fact Sheet
The fact sheet is published by EFAMA on a monthly basis and represents net fund product sales data and/or netassets data for UCITS and non-UCITS assets provided by 26 national associations. The contributing nationalassociations are: Austria, Belgium (net assets data only), Bulgaria, the Czech Republic, Denmark, Finland, France,Germany, Greece, Hungary, Ireland, Italy, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Romania,Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and the United Kingdom.
