• Download the latest monthly Fact Sheet (August 2024)
• Previous monthly statistical releases

For more statistics, members are invited to visit our Extranet and third parties can contact our Secretariat at info(at)efama.org.

Highlights of developments in Q2 2024:

• Net assets of UCITS and AIFs rose by 2.2% in Q2 2024.

• UCITS and AIFs attracted net inflows of EUR 148 billion in Q2 2024. Net sales of UCITS amounted to EUR 134 billion, while AIFs registered net inflows of EUR 14 billion.

• Demand for long-term funds remained robust thanks to sustained bond fund inflows. Long-term UCITS and AIFs recorded net inflows of EUR 119 billion in Q2 2024, compared to EUR 85 billion in Q1 2024.  With investors anticipating rate cuts, bond funds attracted strong net inflows of EUR 79 billion, but still below the EUR 95 billion of Q1 2024.

• Money market funds registered net inflows of EUR 29 billion, slightly up from EUR 21 billion in Q1 2024.

• SFDR Article 9 funds recorded net outflows for the third consecutive quarter. These outflows totalled EUR 6.5 billion, compared to EUR 4.2 billion in Q1 2024. On the other hand, long-term SFDR Article 8 funds registered the same level of net sales as in Q1 2024 (EUR 19 billion).

• Fund purchases by European households rebounded in Q1 2024, with net acquisitions by retail investors reaching EUR 40 billion, up from EUR 5 billion in Q4 2023.

• Download the latest Quarterly Statistical Report (Q2 2024)
• Previous European quarterly statistical releases

For more statistics, members are invited to visit our Extranet and third parties can contact our Secretariat at info(at)efama.org.

Net Assets and Net Sales of Regulated Worldwide Open-End Funds

• Download the latest International Statistical Report Q2 2024
• Previous international statistical releases

For more statistics, members are invited to visit our Extranet and third parties can contact our Secretariat at info(at)efama.org.