Brussels, 24 March 2016 - For immediate release
Net sales of worldwide investment funds of almost EUR 2,000 billion in 2015
The European Fund and Asset Management Association (EFAMA), has released its latest 
international statistical release containing the worldwide investment fund industry results for the fourth quarter of 2015 and the whole year.
international statistical release containing the worldwide investment fund industry results for the fourth quarter of 2015 and the whole year.The main highlights in the Statistical Release are summarized below:
Investment fund assets worldwide increased 5.9 percent during the fourth quarter of 2015 to EUR 36.94 trillion at end 2015. The year asset growth reached 12 percent. In U.S. dollar terms, worldwide investment fund assets totaled USD 40.2 trillion at end 2015.
Worldwide net cash inflows increased in the fourth quarter to EUR 579 billion, up from EUR 230 billion in the third quarter, thanks to a strong rise in net sales of long-term funds.
Long-term funds (all funds excluding money market funds) recorded net inflows of EUR 364 billion during the fourth quarter, up from the EUR 49 billion registered in the previous quarter.
oEquity funds attracted net inflows of EUR 174 billion, up from EUR 78 billion in the third quarter.
oBond funds registered net sales of EUR 32 billion, up from the outflows of EUR 21 billion in the previous quarter.
oBalanced funds registered net sales of EUR 120 billion, up from the outflows of EUR 33 billion in the third quarter.
Money market funds registered net inflows of EUR 215 billion during the fourth quarter, compared to EUR 181 billion in the third quarter of 2015.
Overall in 2015, worldwide investment funds attracted net sales of EUR 1,969 billion, up from EUR 1,532 billion in 2014. Worldwide long-term funds registered net inflows of EUR 1,602 billion in 2015, compared to EUR 1,379 billion in 2014.
At the end of 2015, assets of equity funds represented 40 percent and bond funds represented 20 percent of all investment fund assets worldwide. Of the remaining assets money market funds represented 13 percent and the asset share of balanced/mixed funds was 18 percent.
The market share of the ten largest countries/regions in the world market were the United States (48.4%), Europe (33.2%), Australia (3.8%), Japan (3.3%), China (3.1%), Canada (2.9%), Brazil (2.8%), Rep. of Korea (0.9%), India (0.4%) and South Africa (0.4%).
Ends
For media enquiries, please contact:
Peter De Proft,
Director General
Director General
Bernard Delbecque,
Senior Director, Economics and Research
Senior Director, Economics and Research
The report for the fourth quarter of 2015 contains statistics from the following 46 countries:
Argentina, Brazil, Canada, Chile, Costa Rica, Mexico, Trinidad & Tobago, United States, Austria, Belgium, Bulgaria, Croatia, Czech Republic, Denmark, Finland, France, Germany, Greece, Hungary, Ireland, Italy, Lichtenstein, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey, United Kingdom, Australia, China, India, Japan, Rep. of Korea, New Zealand, Pakistan, Philippines, Taiwan, South Africa.
Argentina, Brazil, Canada, Chile, Costa Rica, Mexico, Trinidad & Tobago, United States, Austria, Belgium, Bulgaria, Croatia, Czech Republic, Denmark, Finland, France, Germany, Greece, Hungary, Ireland, Italy, Lichtenstein, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey, United Kingdom, Australia, China, India, Japan, Rep. of Korea, New Zealand, Pakistan, Philippines, Taiwan, South Africa.
About the European Fund and Asset Management Association (EFAMA):
EFAMA is the representative association for the European investment management industry. EFAMA represents through its 26 member associations and 61 corporate members EUR 21 trillion in assets under management of which EUR 12.6 trillion managed by 56,000 investment funds at end 2015. Just over 30,000 of these funds were UCITS (Undertakings for Collective Investments in Transferable Securities) funds, with the remaining 25,900 funds composed of AIFs (Alternative Investment Funds). For more information about EFAMA, please visit www.efama.org.
EFAMA is the representative association for the European investment management industry. EFAMA represents through its 26 member associations and 61 corporate members EUR 21 trillion in assets under management of which EUR 12.6 trillion managed by 56,000 investment funds at end 2015. Just over 30,000 of these funds were UCITS (Undertakings for Collective Investments in Transferable Securities) funds, with the remaining 25,900 funds composed of AIFs (Alternative Investment Funds). For more information about EFAMA, please visit www.efama.org.
