Net assets of UCITS and AIFs doubled over the last ten years, reaching EUR 20.7 trillion in 2023

Improved Retail Investment Strategy approved but more work still to be done

Today, EU member states confirmed their position on the Retail Investment Strategy, following months of intensive negotiations under the Belgian Council Presidency. We welcome the decision to move away from banning commissions on execution-only transactions, which ensures that retail investors will still have access to direct distribution channels such as fund platforms.

European fund trends in Q1 2024 - EFAMA has today published its European Quarterly Statistical Release for Q1 of 2024.

Thomas Tilley, Senior Economist at EFAMA, commented: “Investors flocked into bond funds in anticipation of interest rate cuts. Net sales of bond funds (UCITS and AIFs) reached EUR 95 billion for the quarter, marking the highest volume of inflows since Q2 2017.”