Fairfield Market Research Mutual Fund Assets Market Size to Exceed US$ 1Tn By 2030

Mutual Fund Assets Market

Global Mutual Fund Assets Industry Analysis, Size, Share, Growth, Trends, Regional Outlook, and Forecast 2023-2030 - (By Fund Type Coverage, By Distribution Channel Coverage, By Investor Type Coverage, By Geographic Coverage and Leading Companies)

Published Date: Sep 2023 | Format: | No. of Pages: 260

Industry: Consumer Goods & Services


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Global Mutual Fund Assets Market

  • Global mutual fund assets market size to exceed the trillion-dollar mark
  • Market value of mutual fund assets to expand at a robust pace of 11% during 2023 - 2030

Market Analysis in Brief

Mutual funds, a type of financial vehicle that pools money from many different investors, are used to invest in securities like money market funds, bonds, stocks, and other assets. For small and individual investors, mutual funds offer access to professional performance assessments of stocks, shares, and other securities. As a result, each stakeholder shares fairly in the profits and losses of the fund. Mutual funds can be categorised as equities (stocks), money market funds (short-term debt), fixed-income (bonds), or balanced or hybrid funds, which include stocks and bonds.

Mutual Fund Assets Market

Rising mutual fund investment, liquidity, diversification, digitalisation of technology applications, adaptability, fair and convenient rates, accessibility to investment, schemes for various financial purposes, safety and transparency, as well as other factors, are some of the ones predicted to drive market growth over the forecast period. As a result, increased government investment and innovative mutual fund asset management techniques will open up new prospects in the future years. Financial assets such as mutual funds are replacing physical assets such as gold because people now recognise that they must assume some market risk to offset growing expenses and declining interest rates. The volatile stock market environment, high-cost ratios, and revenue charges restrict market expansion.

Key Report Findings

  • The mutual fund assets market likely to exhibit 2x expansion in revenue over the forecast period, i.e., between 2023 and 2030
  • The rise in mutual fund investments, which enable both small and large fund savers to participate in investment plans, is a significant factor in market growth.
  • Demand for equity funds remains higher in the mutual fund assets market.
  • The bank's category held the highest mutual fund assets market revenue share in 2022.
  • North America will continue to lead its way, whereas Europe’s mutual fund assets market will experience the strongest growth till 2030.

Growth Drivers

Rising Mutual Fund Investments, and Pacing Adoption of Digital Technologies

The mobilisation and allocation of funds to profitable assets and a greater emphasis on domestic savings and discretionary income all impact mutual fund investments. Small- and large-scale fund savers worldwide can participate in investment plans and profit from the rise of the capital market by investing in mutual funds. The expansion of numerous private sector funds and the major development and standardisation of product and service offerings within the mutual fund industry also contribute to the market for mutual fund assets.

The mutual fund sector has been the first to incorporate new technologies like Robo-advisors, Artificial Intelligence (AI), blockchain, cloud computing, and big data & analytics. Additionally, mutual fund companies employ these technologies to centralise procedures to boost productivity, simplify accessing complex services, and reduce the costs and hazards related to the mutual fund sector.

Customer loyalty has improved due to the introduction of more integrated and value-added services. As a result, the use and adoption of digitalised technologies have grown to offer more practical and efficient services at lower operational costs, thereby aiding the growth of the global market.

Supportive Government Initiatives

In some nations, governments, regulatory agencies, and other authorities are expected to support and advance the mutual fund industry. The regulatory organisations also sign agreements with e-wallets, e-commerce distributors, and comparable other market platforms to advance and expand the industry.

Additionally, distributors of mutual funds across several countries actively support the market's explosive growth. To broaden their product offering their governments strongly advise them to do this. As a result, the relationship between channel partners is enhanced in quality and depth, increasing the growth of mutual fund providers' income.

Future market conditions are projected to be significantly better thanks to increased government support and sophisticated mutual fund initiatives.

Increasing Preference as a Chosen Investment for Wealth Generation

Due to the potential for compounding, quick liquidity, transparency in operations, and cheap initial commitment required, mutual fund investments are becoming increasingly popular and are drawing significant investments worldwide. Furthermore, risk reduction and asset diversification have increased people's affection for these funds. As a result, the market has experienced fantastic growth.

A similar tendency will be seen throughout the anticipated time period as MF providers support both small- and large-scale clients by giving them the most advantageous investment-related options. In addition, growing domestic savings concern, mobilisation, an exponential rise in after-tax income, and other significant elements are equally important for driving market expansion.

Growth Challenges

Unpredictable Financial Market Environment, High Proportions of Expenditures, and High Sales Charges

The extremely unpredictable capital market climate has made it difficult for mutual funds to consistently produce acceptable returns for their clients, which is one of the industry's major concerns.

Investing in MFs has become less enticing due to high expense ratios and sales charges that might reduce returns. As a result, many investors are switching to alternative investment strategies like individual equities or exchange-traded funds (ETFs).

Companies need to concentrate on cutting expenses, boosting performance, and offering more value-added services to attract investors to handle these issues.

Overview of Key Segments

Equity Funds Remain a the Most Popular Category

Equity funds are anticipated to hold a substantial portion of the market due to their propensity for investing in the stocks and shares of businesses. The segment growth is aided by the many attributes of equities funds, including professional money management, diversification, methodical withdrawals and investments, and analysis of current and potential fund holdings.

Additionally, equity funds can be separated into big, mid, and small or micro-cap funds based on market capitalisation. The potential return on equity markets is bigger than that on fixed-income markets. Stock market investors tend to be more aggressive and more interested in capital gains than bond market investors.

Additionally, the bond funds witnessed the fastest growth rate. Debt securities are sold on a bond market. This market covers debt instruments issued by the government and private companies. It enables the movement of capital from investors or savers to issuers who need money for projects or other operations.

Compared to stocks, bonds have some benefits, such as strong liquidity, varied term structures, and comparatively low volatility. Bonds are, nevertheless, vulnerable to several risks, including interest rate risk, prepayment risk, credit risk, reinvestment risk, and liquidity risk. Bond volatility, particularly that of short- and medium-term bonds, is lower than that of stocks (equities). Consequently, it is believed that bonds are a safer investment than stocks.

Banks are Major Distributor of Mutual Funds

Banks provide the biggest contribution to promoting the mutual fund sector of all the distribution channels. Due to the trust, backend support, and other attractive resources that the Banks occasionally supply, the market will undoubtedly experience significant expansion during the anticipated timeframe. 

Furthermore, the segment has dominated the financial industry and is anticipated to continue this trend in the years to come because financial advisors/brokers, direct sellers, and others have less exposure and customer base than banks. They are less trusted than banking institutions because many engage in fraudulent activity.  

Furthermore, financial advisors/brokers experienced considerable growth in the forecast period. A person or organisation that is authorised to sell mutual fund schemes is a mutual fund broker or distributor. They take on the role of middlemen in the purchasing process in exchange for a fee. Mutual fund brokers will offer assistance during the application procedure and occasionally assist investors in getting timely portfolio statements.

Investors seeking assistance navigating the complexity of mutual fund investments in the Indian financial sector should turn to mutual fund brokers. These experts can aid in various duties, including educating the public, determining risk tolerance, researching investment possibilities, developing investment plans, and handling paperwork.

Growth Opportunities Across Regions

North America Accounts for over 30% Market Share

Throughout the projected period, North America will continue to dominate the market. For almost a century, mutual funds have been one of the main economic forces in North America. This is because helping families manage their finances in times of extreme need is crucial. Individuals, businesses, and other institutional investors use money market funds as cash management tools because they provide a high level of liquidity and some of the greatest short-term yields in the area.

Most of the North Americans choose equity mutual funds because they offer better returns than other mutual funds. Additionally, it aids families in achieving their long-term financial goals, including pension, tax-favoured, and asset retirement portfolio plans. Additionally, the region's mutual fund asset market is expanding quickly due to the economy's growing liquidity issue, which is increasing consumer demand for passive funds.

Evolution of Financial Markets to Boost Asia Pacific

By 2030, Asia Pacific is projected to grow at a significant rate. Rising service and manufacturing sectors in China, India, and Southeast Asia have made a considerable economic contribution to Asia Pacific. Investors make indirect contributions and direct investments in mutual funds through various plans, including pension, employment, tax-saving, and insurance plans. As a result of these factors, people now understand mutual fund schemes better, which has raised the demand for mutual funds in the area.

Evolution of the financial markets coupled with relaxation in investment policies in the regions is expected to drive the mutual fund assets market. The mutual fund industry also grew significantly during the pre-pandemic health crisis due to rising exports, increased demand for consumer products, and a rise in the price of mineral fuels. However, since the outbreak of the epidemic, the mutual fund industry has suffered.

Mutual Fund Assets Market: Competitive Landscape

Some of the leading players at the forefront in the mutual fund assets market space include Fidelity InvestmentsMorgan Stanley, Goldman Sachs, Pimco, Capital Group, Citigroup Inc., Blackrock, Inc., State Street Corporation, JPMorgan Chase & Co., The Vanguard Group, Inc., and BNP Paribas Mutual Fund.

Recent Notable Developments

In December 2022, Mumbai-based Baroda BNP Paribas Mutual Fund raised more than Rs 1,200 crore for its latest multi-asset fund during the new fund offer period. The new fund, launched from November 28 to December 12, raised INR 1,234 crore during the NFO (New Fund Offer) period, according to a fund house statement. This is the fund house's second new fund offering in the nine months since the United business was formed in March 2022.

In August 2022, Vanguard announced that it would establish the Vanguard Global Environmental Opportunities Stock Fund. The actively managed fund will put money into a select group of businesses engaged in the decarbonisation process and derive at least half of their revenue from endeavors that, in the opinion of the fund's advisor, are favourable to environmental change. The fund will be managed by Ninety-One, a seasoned active investment manager with a history in environmental, decarbonisation, and international investing.

The Global Mutual Fund Assets Market is Segmented as Below:

By Fund Type

  • Equity Funds
  • Bond Funds
  • Money Market Funds
  • Hybrid & Other Funds

By Distribution Channel

  • Banks
  • Financial Advisors/Brokers
  • Direct Sellers
  • Others

By Investor Type

  • Institutional
  • Individual

By Geographic Coverage

  • North America 
    • U.S. 
    • Canada 
  • Europe 
    • Germany
    • U.K.
    • France
    • Italy
    • Turkey
    • Russia
    • Rest of Europe 
  • Asia Pacific 
    • China
    • Japan
    • South Korea
    • India
    • Southeast Asia
    • Rest of Asia Pacific 
  • Latin America 
    • Brazil 
    • Mexico 
    • Argentina
    • Rest of Latin America 
  • Middle East & Africa  
    • GCC 
    • South Africa
    • Egypt
    • Nigeria
    • Rest of the Middle East & Africa 

 

1. Executive Summary
     1.1. Global Mutual Fund Assets Market Snapshot
     1.2. Future Projections
     1.3. Key Market Trends
     1.4. Regional Snapshot, by Value, 2022
     1.5. Analyst Recommendations

2. Market Overview
     2.1. Market Definitions and Segmentations
     2.2. Market Dynamics
            2.2.1. Drivers
            2.2.2. Restraints
            2.2.3. Market Opportunities
     2.3. Value Chain Analysis
     2.4. Porter’s Five Forces Analysis
     2.5. Covid-19 Impact Analysis
            2.5.1. Supply
            2.5.2. Demand
     2.6. Impact of Ukraine-Russia Conflict
     2.7. Economic Overview
            2.7.1. World Economic Projections
     2.8. PESTLE Analysis

3. Global Mutual Fund Assets Market Outlook, 2018 - 2030
     3.1. Global Mutual Fund Assets Market Outlook, by Fund Type, Value (US$ Bn), 2018 - 2030
            3.1.1. Key Highlights
                  3.1.1.1. Equity Funds
                  3.1.1.2. Bond Funds
                  3.1.1.3. Money Market Funds
                  3.1.1.4. Hybrid & Other Funds
     3.2. Global Mutual Fund Assets Market Outlook, by Distribution Channel, Value (US$ Bn), 2018 - 2030
            3.2.1. Key Highlights
                  3.2.1.1. Banks
                  3.2.1.2. Financial Advisors/Brokers
                  3.2.1.3. Direct Sellers
                  3.2.1.4. Others
     3.3. Global Mutual Fund Assets Market Outlook, by Investor Type, Value (US$ Bn), 2018 - 2030
            3.3.1. Key Highlights
                  3.3.1.1. Institutional
                  3.3.1.2. Individual
     3.4. Global Mutual Fund Assets Market Outlook, by Region, Value (US$ Bn), 2018 - 2030
            3.4.1. Key Highlights
                  3.4.1.1. North America
                  3.4.1.2. Europe
                  3.4.1.3. Asia Pacific
                  3.4.1.4. Latin America
                  3.4.1.5. Middle East & Africa

4. North America Mutual Fund Assets Market Outlook, 2018 - 2030
     4.1. North America Mutual Fund Assets Market Outlook, by Fund Type, Value (US$ Bn), 2018 - 2030
            4.1.1. Key Highlights
                  4.1.1.1. Equity Funds
                  4.1.1.2. Bond Funds
                  4.1.1.3. Money Market Funds
                  4.1.1.4. Hybrid & Other Funds
     4.2. North America Mutual Fund Assets Market Outlook, by Distribution Channel, Value (US$ Bn), 2018 - 2030
            4.2.1. Key Highlights
                  4.2.1.1. Banks
                  4.2.1.2. Financial Advisors/Brokers
                  4.2.1.3. Direct Sellers
                  4.2.1.4. Others
     4.3. North America Mutual Fund Assets Market Outlook, by Investor Type, Value (US$ Bn), 2018 - 2030
            4.3.1. Key Highlights
                  4.3.1.1. Institutional
                  4.3.1.2. Individual
            4.3.2. Market Attractiveness Analysis
     4.4. North America Mutual Fund Assets Market Outlook, by Country, Value (US$ Bn), 2018 - 2030
            4.4.1. Key Highlights
                  4.4.1.1. U.S. Mutual Fund Assets Market by Fund Type, Value (US$ Bn), 2018 - 2030
                  4.4.1.2. U.S. Mutual Fund Assets Market by Distribution Channel, Value (US$ Bn), 2018 - 2030
                  4.4.1.3. U.S. Mutual Fund Assets Market by Investor Type, Value (US$ Bn), 2018 - 2030
                  4.4.1.4. Canada Mutual Fund Assets Market by Fund Type, Value (US$ Bn), 2018 - 2030
                  4.4.1.5. Canada Mutual Fund Assets Market by Distribution Channel, Value (US$ Bn), 2018 - 2030
                  4.4.1.6. Canada Mutual Fund Assets Market by Investor Type, Value (US$ Bn), 2018 - 2030
            4.4.2. BPS Analysis/Market Attractiveness Analysis

5. Europe Mutual Fund Assets Market Outlook, 2018 - 2030
     5.1. Europe Mutual Fund Assets Market Outlook, by Fund Type, Value (US$ Bn), 2018 - 2030
            5.1.1. Key Highlights
                  5.1.1.1. Equity Funds
                  5.1.1.2. Bond Funds
                  5.1.1.3. Money Market Funds
                  5.1.1.4. Hybrid & Other Funds
     5.2. Europe Mutual Fund Assets Market Outlook, by Distribution Channel, Value (US$ Bn), 2018 - 2030
            5.2.1. Key Highlights
                  5.2.1.1. Banks
                  5.2.1.2. Financial Advisors/Brokers
                  5.2.1.3. Direct Sellers
                  5.2.1.4. Others
            5.2.2. BPS Analysis/Market Attractiveness Analysis
     5.3. Europe Mutual Fund Assets Market Outlook, by Investor Type, Value (US$ Bn), 2018 - 2030
            5.3.1. Key Highlights
                  5.3.1.1. Institutional
            5.3.2. Individual
     5.4. Europe Mutual Fund Assets Market Outlook, by Country, Value (US$ Bn), 2018 - 2030
            5.4.1. Key Highlights
                  5.4.1.1. Germany Mutual Fund Assets Market by Fund Type, Value (US$ Bn), 2018 - 2030
                  5.4.1.2. Germany Mutual Fund Assets Market by Distribution Channel, Value (US$ Bn), 2018 - 2030
                  5.4.1.3. Germany Mutual Fund Assets Market by Investor Type, Value (US$ Bn), 2018 - 2030
                  5.4.1.4. U.K. Mutual Fund Assets Market by Fund Type, Value (US$ Bn), 2018 - 2030
                  5.4.1.5. U.K. Mutual Fund Assets Market by Distribution Channel, Value (US$ Bn), 2018 - 2030
                  5.4.1.6. U.K. Mutual Fund Assets Market by Investor Type, Value (US$ Bn), 2018 - 2030
                  5.4.1.7. France Mutual Fund Assets Market by Fund Type, Value (US$ Bn), 2018 - 2030
                  5.4.1.8. France Mutual Fund Assets Market by Distribution Channel, Value (US$ Bn), 2018 - 2030
                  5.4.1.9. France Mutual Fund Assets Market by Investor Type, Value (US$ Bn), 2018 - 2030
                  5.4.1.10. Italy Mutual Fund Assets Market by Fund Type, Value (US$ Bn), 2018 - 2030
                  5.4.1.11. Italy Mutual Fund Assets Market by Distribution Channel, Value (US$ Bn), 2018 - 2030
                  5.4.1.12. Italy Mutual Fund Assets Market by Investor Type, Value (US$ Bn), 2018 - 2030
                  5.4.1.13. Turkey Mutual Fund Assets Market by Fund Type, Value (US$ Bn), 2018 - 2030
                  5.4.1.14. Turkey Mutual Fund Assets Market by Distribution Channel, Value (US$ Bn), 2018 - 2030
                  5.4.1.15. Turkey Mutual Fund Assets Market by Investor Type, Value (US$ Bn), 2018 - 2030
                  5.4.1.16. Russia Mutual Fund Assets Market by Fund Type, Value (US$ Bn), 2018 - 2030
                  5.4.1.17. Russia Mutual Fund Assets Market by Distribution Channel, Value (US$ Bn), 2018 - 2030
                  5.4.1.18. Russia Mutual Fund Assets Market by Investor Type, Value (US$ Bn), 2018 - 2030
                  5.4.1.19. Rest of Europe Mutual Fund Assets Market by Fund Type, Value (US$ Bn), 2018 - 2030
                  5.4.1.20. Rest of Europe Mutual Fund Assets Market by Distribution Channel, Value (US$ Bn), 2018 - 2030
                  5.4.1.21. Rest of Europe Mutual Fund Assets Market by Investor Type, Value (US$ Bn), 2018 - 2030
            5.4.2. BPS Analysis/Market Attractiveness Analysis


6. Asia Pacific Mutual Fund Assets Market Outlook, 2018 - 2030

     6.1. Asia Pacific Mutual Fund Assets Market Outlook, by Fund Type, Value (US$ Bn), 2018 - 2030
            6.1.1. Key Highlights
                  6.1.1.1. Equity Funds
                  6.1.1.2. Bond Funds
                  6.1.1.3. Money Market Funds
                  6.1.1.4. Hybrid & Other Funds
     6.2. Asia Pacific Mutual Fund Assets Market Outlook, by Distribution Channel, Value (US$ Bn), 2018 - 2030
            6.2.1. Key Highlights
                  6.2.1.1. Banks
                  6.2.1.2. Financial Advisors/Brokers
                  6.2.1.3. Direct Sellers
                  6.2.1.4. Others
            6.2.2. BPS Analysis/Market Attractiveness Analysis
     6.3. Asia Pacific Mutual Fund Assets Market Outlook, by Investor Type, Value (US$ Bn), 2018 - 2030
            6.3.1. Key Highlights
                  6.3.1.1. Institutional
                  6.3.1.2. Individual
     6.4. Asia Pacific Mutual Fund Assets Market Outlook, by Country, Value (US$ Bn), 2018 - 2030
            6.4.1. Key Highlights
                  6.4.1.1. China Mutual Fund Assets Market by Fund Type, Value (US$ Bn), 2018 - 2030
                  6.4.1.2. China Mutual Fund Assets Market by Distribution Channel, Value (US$ Bn), 2018 - 2030
                  6.4.1.3. China Mutual Fund Assets Market by Investor Type, Value (US$ Bn), 2018 - 2030
                  6.4.1.4. Japan Mutual Fund Assets Market by Fund Type, Value (US$ Bn), 2018 - 2030
                  6.4.1.5. Japan Mutual Fund Assets Market by Distribution Channel, Value (US$ Bn), 2018 - 2030
                  6.4.1.6. Japan Mutual Fund Assets Market by Investor Type, Value (US$ Bn), 2018 - 2030
                  6.4.1.7. South Korea Mutual Fund Assets Market by Fund Type, Value (US$ Bn), 2018 - 2030
                  6.4.1.8. South Korea Mutual Fund Assets Market by Distribution Channel, Value (US$ Bn), 2018 - 2030
                  6.4.1.9. South Korea Mutual Fund Assets Market by Investor Type, Value (US$ Bn), 2018 - 2030
                  6.4.1.10. India Mutual Fund Assets Market by Fund Type, Value (US$ Bn), 2018 - 2030
                  6.4.1.11. India Mutual Fund Assets Market by Distribution Channel, Value (US$ Bn), 2018 - 2030
                  6.4.1.12. India Mutual Fund Assets Market by Investor Type, Value (US$ Bn), 2018 - 2030
                  6.4.1.13. Southeast Asia Mutual Fund Assets Market by Fund Type, Value (US$ Bn), 2018 - 2030
                  6.4.1.14. Southeast Asia Mutual Fund Assets Market by Distribution Channel, Value (US$ Bn), 2018 - 2030
                  6.4.1.15. Southeast Asia Mutual Fund Assets Market by Investor Type, Value (US$ Bn), 2018 - 2030
                  6.4.1.16. Rest of Asia Pacific Mutual Fund Assets Market by Fund Type, Value (US$ Bn), 2018 - 2030
                  6.4.1.17. Rest of Asia Pacific Mutual Fund Assets Market by Distribution Channel, Value (US$ Bn), 2018 - 2030
                  6.4.1.18. Rest of Asia Pacific Mutual Fund Assets Market by Investor Type, Value (US$ Bn), 2018 - 2030
            6.4.2. BPS Analysis/Market Attractiveness Analysis


7. Latin America Mutual Fund Assets Market Outlook, 2018 - 2030

     7.1. Latin America Mutual Fund Assets Market Outlook, by Fund Type, Value (US$ Bn), 2018 - 2030
            7.1.1. Key Highlights
                  7.1.1.1. Equity Funds
                  7.1.1.2. Bond Funds
                  7.1.1.3. Money Market Funds
                  7.1.1.4. Hybrid & Other Funds
     7.2. Latin America Mutual Fund Assets Market Outlook, by Distribution Channel, Value (US$ Bn), 2018 - 2030
            7.2.1. Key Highlights
                  7.2.1.1. Banks
                  7.2.1.2. Financial Advisors/Brokers
                  7.2.1.3. Direct Sellers
                  7.2.1.4. Others
            7.2.2. BPS Analysis/Market Attractiveness Analysis
     7.3. Latin America Mutual Fund Assets Market Outlook, by Investor Type, Value (US$ Bn), 2018 - 2030
            7.3.1. Key Highlights
                  7.3.1.1. Institutional
                  7.3.1.2. Individual
     7.4. Latin America Mutual Fund Assets Market Outlook, by Country, Value (US$ Bn), 2018 - 2030
            7.4.1. Key Highlights
                  7.4.1.1. Brazil Mutual Fund Assets Market by Fund Type, Value (US$ Bn), 2018 - 2030
                  7.4.1.2. Brazil Mutual Fund Assets Market by Distribution Channel, Value (US$ Bn), 2018 - 2030
                  7.4.1.3. Brazil Mutual Fund Assets Market by Investor Type, Value (US$ Bn), 2018 - 2030
                  7.4.1.4. Mexico Mutual Fund Assets Market by Fund Type, Value (US$ Bn), 2018 - 2030
                  7.4.1.5. Mexico Mutual Fund Assets Market by Distribution Channel, Value (US$ Bn), 2018 - 2030
                  7.4.1.6. Mexico Mutual Fund Assets Market by Investor Type, Value (US$ Bn), 2018 - 2030
                  7.4.1.7. Argentina Mutual Fund Assets Market by Fund Type, Value (US$ Bn), 2018 - 2030
                  7.4.1.8. Argentina Mutual Fund Assets Market by Distribution Channel, Value (US$ Bn), 2018 - 2030
                  7.4.1.9. Argentina Mutual Fund Assets Market by Investor Type, Value (US$ Bn), 2018 - 2030
                  7.4.1.10. Rest of Latin America Mutual Fund Assets Market by Fund Type, Value (US$ Bn), 2018 - 2030
                  7.4.1.11. Rest of Latin America Mutual Fund Assets Market by Distribution Channel, Value (US$ Bn), 2018 - 2030
                  7.4.1.12. Rest of Latin America Mutual Fund Assets Market by Investor Type, Value (US$ Bn), 2018 - 2030
            7.4.2. BPS Analysis/Market Attractiveness Analysis


8. Middle East & Africa Mutual Fund Assets Market Outlook, 2018 - 2030

     8.1. Middle East & Africa Mutual Fund Assets Market Outlook, by Fund Type, Value (US$ Bn), 2018 - 2030
            8.1.1. Key Highlights
                  8.1.1.1. Equity Funds
                  8.1.1.2. Bond Funds
                  8.1.1.3. Money Market Funds
                  8.1.1.4. Hybrid & Other Funds
     8.2. Middle East & Africa Mutual Fund Assets Market Outlook, by Distribution Channel, Value (US$ Bn), 2018 - 2030
            8.2.1. Key Highlights
                  8.2.1.1. Banks
                  8.2.1.2. Financial Advisors/Brokers
                  8.2.1.3. Direct Sellers
                  8.2.1.4. Others
            8.2.2. BPS Analysis/Market Attractiveness Analysis
     8.3. Middle East & Africa Mutual Fund Assets Market Outlook, by Investor Type, Value (US$ Bn), 2018 - 2030
            8.3.1. Key Highlights
                  8.3.1.1. Institutional
                  8.3.1.2. Individual
     8.4. Middle East & Africa Mutual Fund Assets Market Outlook, by Country, Value (US$ Bn), 2018 - 2030
            8.4.1. Key Highlights
                  8.4.1.1. GCC Mutual Fund Assets Market by Fund Type, Value (US$ Bn), 2018 - 2030
                  8.4.1.2. GCC Mutual Fund Assets Market by Distribution Channel, Value (US$ Bn), 2018 - 2030
                  8.4.1.3. GCC Mutual Fund Assets Market by Investor Type, Value (US$ Bn), 2018 - 2030
                  8.4.1.4. South Africa Mutual Fund Assets Market by Fund Type, Value (US$ Bn), 2018 - 2030
                  8.4.1.5. South Africa Mutual Fund Assets Market by Distribution Channel, Value (US$ Bn), 2018 - 2030
                  8.4.1.6. South Africa Mutual Fund Assets Market by Investor Type, Value (US$ Bn), 2018 - 2030
                  8.4.1.7. Rest of Middle East & Africa Mutual Fund Assets Market by Fund Type, Value (US$ Bn), 2018 - 2030
                  8.4.1.8. Rest of Middle East & Africa Mutual Fund Assets Market by Distribution Channel, Value (US$ Bn), 2018 - 2030
                  8.4.1.9. Rest of Middle East & Africa Mutual Fund Assets Market by Investor Type, Value (US$ Bn), 2018 - 2030
            8.4.2. BPS Analysis/Market Attractiveness Analysis

9. Competitive Landscape
     9.1. Company Market Share Analysis, 2022
     9.2. Competitive Dashboard
     9.3. Company Profiles
            9.3.1. The Vanguard Group, Inc.
                  9.3.1.1. Company Overview
                  9.3.1.2. Product Portfolio
                  9.3.1.3. Financial Overview
                  9.3.1.4. Business Strategies and Development
            9.3.2. Morgan Stanley
                  9.3.2.1. Company Overview
                  9.3.2.2. Product Portfolio
                  9.3.2.3. Financial Overview
                  9.3.2.4. Business Strategies and Development
            9.3.3. Fidelity Investments
                  9.3.3.1. Company Overview
                  9.3.3.2. Product Portfolio
                  9.3.3.3. Financial Overview
                  9.3.3.4. Business Strategies and Development
            9.3.4. Goldman Sachs
                  9.3.4.1. Company Overview
                  9.3.4.2. Product Portfolio
                  9.3.4.3. Financial Overview
                  9.3.4.4. Business Strategies and Development
            9.3.5. Blackrock, Inc.
                  9.3.5.1. Company Overview
                  9.3.5.2. Product Portfolio
                  9.3.5.3. Financial Overview
                  9.3.5.4. Business Strategies and Development
            9.3.6. State Street Corporation
                  9.3.6.1. Company Overview
                  9.3.6.2. Product Portfolio
                  9.3.6.3. Financial Overview
                  9.3.6.4. Business Strategies and Development
            9.3.7. JPMorgan Chase & Co.
                  9.3.7.1. Company Overview
                  9.3.7.2. Product Portfolio
                  9.3.7.3. Financial Overview
                  9.3.7.4. Business Strategies and Development
            9.3.8. Pimco
                  9.3.8.1. Company Overview
                  9.3.8.2. Product Portfolio
                  9.3.8.3. Financial Overview
                  9.3.8.4. Business Strategies and Development
            9.3.9. Capital Group
                  9.3.9.1. Company Overview
                  9.3.9.2. Product Portfolio
                  9.3.9.3. Financial Overview
                  9.3.9.4. Business Strategies and Development
            9.3.10. Citigroup Inc.
                  9.3.10.1. Company Overview
                  9.3.10.2. Product Portfolio
                  9.3.10.3. Financial Overview
                  9.3.10.4. Business Strategies and Development
            9.3.11. Bnp Paribas Mutual Fund.
                  9.3.11.1. Company Overview
                  9.3.11.2. Product Portfolio
                  9.3.11.3. Financial Overview
                  9.3.11.4. Business Strategies and Development

10. Appendix
     10.1. Research Methodology
     10.2. Report Assumptions
     10.3. Acronyms and Abbreviations

BASE YEAR

HISTORICAL DATA

FORECAST PERIOD

UNITS

2022

 

2018 - 2022

2023 - 2030

Value: US$ Million

 

REPORT FEATURES

DETAILS

Fund Type Coverage

  • Equity Funds
  • Bond Funds
  • Money Market Funds
  • Hybrid & Other Funds

Distribution Channel Coverage

  • Banks  
  • Financial Advisors/Brokers
  • Direct Sellers
  • Others

Investor Type Coverage

  • Institutional
  • Individual

Geographical Coverage

  • North America
    • U.S.
    • Canada
  • Europe
    • Germany
    • UK
    • France
    • Italy
    • Spain
    • Rest of EU
  • Asia Pacific
    • China
    • Japan
    • India
    • South Korea
    • Rest of APAC
  • Latin America
    • Brazil 
    • Mexico 
    • Rest of Latin America 
  • Middles East & Africa
    • GCC Countries 
    • South Africa 
    • Rest of Middle East & Africa

Leading Companies

  • The Vanguard Group, Inc.
  • Fidelity Investments
  • Morgan Stanley
  • Goldman Sachs
  • Blackrock, Inc.
  • Pimco
  • Capital Group
  • Citigroup Inc.
  • State Street Corporation
  • JPMorgan Chase & Co.
  • Bnp Paribas Mutual Fund

Report Highlights

Key Market Indicators, Macro-micro economic impact analysis, Technological Roadmap, Key Trends, Driver, Restraints, and Future Opportunities & Revenue Pockets, Porter’s 5 Forces Analysis, Historical Trend (2019-2021), Market Estimates and Forecast, Market Dynamics, Industry Trends, Competition Landscape, Category, Region, Country-wise Trends & Analysis, COVID-19 Impact Analysis (Demand and Supply Chain)

FAQs : Mutual Fund Assets Market

Global mutual fund assets refer to the total value of investments held within mutual funds on a worldwide scale. These assets encompass a diverse range of securities such as stocks, bonds, and other financial instruments. They are important because they provide investors with a convenient and diversified way to access various markets and asset classes, helping to spread risk and potentially achieve investment goals.

Several factors contribute to the growth of global mutual fund assets. One primary factor is investor demand for diversified and professionally managed investment options. Economic growth, rising incomes, and demographic trends, such as an ageing population seeking retirement savings, also play a role. Additionally, advances in technology and easier access to financial markets through online platforms have made it more convenient for individuals to invest in mutual funds.

The market for mutual fund assets is poised to reach the value of US$1 trillion by the end of 2030. The projected CAGR for the market valuation during 2023 - 2030 is approximately 11%.

Global mutual fund assets can have a significant impact on financial markets. When these funds buy or sell large quantities of securities, it can influence the prices of those assets. Additionally, the sheer size of these assets means that they are closely monitored as indicators of investor sentiment and economic health. Sudden surges in mutual fund redemptions can signal market instability, while steady growth may indicate confidence in the economy.

Citigroup Inc., Morgan Stanley, Goldman Sachs, JPMorgan Chase & Co., and The Vanguard Group, Inc. are some of the top players to mention, in the worldwide mutual fund assets market space.

Our Research Methodology

Considering the volatility of business today, traditional approaches to strategizing a game plan can be unfruitful if not detrimental. True ambiguity is no way to determine a forecast. A myriad of predetermined factors must be accounted for such as the degree of risk involved, the magnitude of circumstances, as well as conditions or consequences that are not known or unpredictable. To circumvent binary views that cast uncertainty, the application of market research intelligence to strategically posture, move, and enable actionable outcomes is necessary.

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