0
2022
Balanced Funds Market

Balanced Funds Market

By Investor Type (Institutional and Individual) and Distribution Channel (Banks, Financial Advisors/Brokers, Direct Sellers, and Others): Global Opportunity Analysis and Industry Forecast, 2022-2031

Report Code: A16645
Jun 2022 | Pages: 229
Tables: 84
Charts: 63
  • Formats*:

  • pdf

    Single User License, Five User
    License & Enterprise User License

  • xls

    Data Pack Excel License

  • ppt

    It comes with the additional cost
    of $2500.00 contact sales.

 

Balanced Funds Market Outlook – 2031 

The global balanced funds market was valued at $5,545.9 billion in 2021, and is projected to reach $25,499.0 billion by 2031, growing at a CAGR of 16.8% from 2022 to 2031. 

The COVID-19 outbreak had a moderate impact on the balanced funds market, since the there were negative returns in equity oriented strategies. However, there was a significant surge in new investors due to the notion that balanced funds provide greater returns to the investors.

Balanced funds, also called hybrid funds, are mutual funds that own both debt and equity. Balanced funds maintain a balance between both the asset classes, giving investors the best of both debt and equity. Furthermore, balanced funds have recently started gaining popularity, because of their unique ability to provide safety of capital and better returns compared to pure debt funds. Furthermore, while equity returns are higher compared to other funds, the biggest drawback of these funds is that the returns are highly volatile. However, while the returns on equity funds may vary, balanced funds mostly have stable and consistent returns for a long period of time.

	Balanced-Funds-Market,-2022-2031

Balanced funds allow investors to withdraw money periodically without upsetting the asset allocation. Furthermore, balanced funds rarely have to change their mix of stocks and bonds, they tend to have lower total expense ratios (ERs), which represent the cost of the fund. In addition, because they automatically spread an investor's money across a variety of types of stocks, market risk is minimized if certain stocks or sectors underperform. Therefore, these are some of the factors propelling the balanced funds market growth. 

However, balanced fund controls the asset allocation, not the investor, which might not match an investor's tax planning strategy. In addition, investors cannot use a bond laddering strategy for buying bonds with staggered maturity dates to adjust cash flows and repayment of principal according to their financial situation. Therefore, these are some of the major factors limiting the balanced funds market. On the contrary, rise in number of first-time investors, who do not have much knowledge about investing in equity market and are usually highly risk averse. Balanced funds can be a great investment instruments for first-time equity investors. Therefore, due to this high number of first-time investors, the balanced funds market size is expected to increase significantly in the coming years. 

On the basis of investor type, the institutional segment attained the highest growth in 2021 in balanced funds market forecast. This is attributed to the fact that institutions execute a substantial percentage of transactions on major exchanges and have a significant effect on the values of securities since they move the largest positions and are the main force behind supply and demand in securities markets.

North America attained the highest balanced funds market share in 2021, owing to development in technologies in the region in the banking sector. In addition, investment managers are interacting with their customers in ways that were previously not possible. Moreover, Asia-Pacific is attributed to grow at a significant rate in balanced funds market outlook attributing to the aware customers which are active savers, and the percentage of their income spent on savings has increased over time in this region. Rather depending on basic savings accounts or time deposits, customers are increasingly adopting mutual funds as their primary saving technique.

The report focuses on growth prospects, restraints, and trends of the balanced funds market analysis. The study provides Porter’s five forces analysis to understand the impact of various factors, such as bargaining power of suppliers, competitive intensity of competitors, threat of new entrants, threat of substitutes, and bargaining power of buyers, on the balanced funds market.

Balanced Funds Market
By Investor Type

Your browser does not support the canvas element.

Institutional segment will dominate the market throughout the forecast period

Get more information on this report : Request Sample Pages

Segment Overview

The global balanced funds market is segmented into investor type, distribution channel, and region. By investor type, the balanced funds market is bifurcated into institutional and individual. On the basis of distribution channel, it is segregated into banks, financial advisors/brokers, direct sellers, and others. Region wise, it is analyzed across North America, Europe, Asia-Pacific, and LAMEA. 

Balanced Funds Market
By Distribution Channel

Your browser does not support the canvas element.

Financial Advisors/Brokers segment will maintain the lead during the forecast period

Get more information on this report : Request Sample Pages

Competitive Analysis 

The report analyzes the profiles of key players operating in the balanced funds market such as Axis Mutual Fund, Canada Life Assurance Company, Citigroup Inc., Charles Schwab, Goldman Sachs, JPMorgan Chase & Co., Nippon Life India Asset Management Limited, Scotiabank, Tata Mutual Fund, and the Vanguard Group Inc. These key players have adopted various strategies, such as product portfolio expansion, mergers & acquisitions, agreements, geographical expansion, and collaborations, to increase their market penetration and strengthen their foothold in the balanced funds market.

Balanced Funds Market
By Region

2031
North America 
Europe
Asia-Pacific
LAMEA

Asia-Pacific region will exhibit the highest CAGR of 21.4% during 2022 - 2031

Get more information on this report : Request Sample Pages

COVID-19 Impact Analysis

The economic and social shocks caused by COVID-19 have elevated the importance of the difficulties that balance funds face. The global pandemic had a significant impact on the financial markets, including areas such as equities, bond, and commodities markets. Mutual funds are the preferred investment option for risk-averse investors, and they have been adversely impacted by recent healthcare problems. Negative returns have been seen in equity-oriented strategies. Despite the fact that the sector has seen a significant surge in new investors, it is possible that this is due to the widespread notion that actively balance funds always outperform the market and provide greater returns to investors.  

Top Impacting Factors

Stable and Consistent Returns Offered By Balanced Funds

Balanced funds rarely have to change their mix of stocks and bonds, they and tend to have lower total expense ratios (ERs), which represent the cost of the fund. In addition, when investors say they are seeking safety, they often mean that they want stability in price or minimized value fluctuation. The types of mutual funds for stability will usually be balanced advantage funds or target-date retirement funds, which are mutual funds that invest in a balance of stocks, bonds, and cash, or other mutual funds, within one fund. 

Hence, customers tend to choose best balanced advantage fund to avoid losses or debts. Sometimes called "funds of funds," balanced funds can diversify the holdings in such a way that losses are rare, but long-term returns are higher than most bond funds. This lower relative volatility is achieved through diversification and higher allocation to low-risk assets, like such as bonds, and lower allocation to high-risk assets such as stocks. Therefore, balanced funds provide stable and consistent returns, which acts as a major factor propelling the growth of the balanced funds market across the globe. 

Tax Efficiency Associated with Balanced Funds  

Any fund that invests more than 65% money in stocks is treated as an equity fund for taxation. Even the debt portion is taxed like equity. In a debt fund, short-term capital gains are added to the income and taxed as per the person's tax slab, while long-term capital gains (after three years) are taxed at 20% with indexation. Indexation allows investors to be taxed on returns over and above the inflation rate by adjusting the purchase price of securities for inflation. In equities, long-term capital gains (after one year) are not taxed. Short-term gains are taxed at 15%. 

However, when fund managers move between the two asset classes as a part of their routine rebalancing, they need not pay these taxes because of the way the balanced fund is structured. Furthermore, even after the rebalancing, the tax treatment of the fund continues to remain equity-oriented, which is ultimately beneficial for investors, as equity funds pay a lower tax rate as compared to debt funds. Not only do balanced funds make asset allocation automatic, but they also do it in a more tax-effective manner than what investors can do at an individual level. Therefore, balanced funds are proved to be tax-efficient, which significantly contributes toward the growth of the global balanced funds market.

Less Control Over Decision-Making

One of the major disadvantages of investing in a balanced fund is that investor do not have authority over choice of funds. In other words, they cannot make a decision on how much investment in what sort of equity or bonds should be made. All such decisions are to be made by the professional fund manager who is managing the fund. Therefore, this is a major factor hampering the growth of the balanced funds market.

Key Benefits For Stakeholders 

  • This report provides a quantitative analysis of the balanced funds market segments, current trends, estimations, and dynamics of the balanced funds industry analysis from 2021 to 2031 to identify the prevailing balanced funds market opportunity.
  • The market research is offered along with information related to key drivers, restraints, and opportunities.
  • Porter's five forces analysis highlights the potency of buyers and suppliers to enable stakeholders make profit-oriented business decisions and strengthen their supplier-buyer network.
  • In-depth analysis of the balanced funds industry segmentation assists to determine the prevailing market opportunities.
  • Major countries in each region are mapped according to their revenue contribution to the global market.
  • Market player positioning facilitates benchmarking and provides a clear understanding of the present position of the balanced funds market players.
  • The report includes the analysis of the regional as well as global balanced funds market trends, key players, market segments, application areas, and market growth strategies.

Balanced Funds Market Report Highlights

Aspects Details
By Distribution Channel
  • Banks
  • Financial Advisors/Brokers
  • Direct Sellers
  • Others
By Region
  • North America  (U.S., Canada)
  • Europe  (Germany, France, UK, Italy, Ireland, Netherlands, Rest of Europe)
  • Asia-Pacific   (China, India, Japan, South Korea, Hong Kong, Australia, Rest of Asia-Pacific)
  • LAMEA  (Latin America, Middle East, Africa)
By Investor Type
  • Institutional
  • Individual
Key Market Players Goldman Sachs, The Vanguard Group Inc., Scotiabank, JPMorgan Chase & Co., Citigroup Inc., Canada Life Assurance Company, Charles Schwab, Axis Mutual Fund, Tata Mutual Fund, Nippon Life India Asset Management Limited
 

CHAPTER 1:INTRODUCTION

1.1.Report description
1.2.Key benefits for stakeholders
1.3.Key market segments
1.4.Research methodology

1.4.1.Primary research
1.4.2.Secondary research
1.4.3.Analyst tools and models

CHAPTER 2:EXECUTIVE SUMMARY

2.1.Key findings

2.1.1.Top impacting factors
2.1.2.Top investment pockets

2.2.CXO perspective

CHAPTER 3:MARKET OVERVIEW

3.1.Market definition and scope
3.2.Key forces balanced funds market
3.3.Market dynamics

3.3.1.Drivers

3.3.1.1.Stable and consistent returns offered by balanced funds
3.3.1.2.Tax efficiency associated with balanced funds

3.3.2.Restraints

3.3.2.1.Less control over decision-making
3.3.2.2.Higher fees of balanced funds

3.3.3.Opportunity

3.3.3.1.Increase in preference for balanced funds among first-time investors

3.4.COVID-19 impact analysis on balanced funds market

3.4.1.Impact on balanced funds industry
3.4.2.Change in consumer trends, preferences, and budget impact, owing to COVID-19
3.4.3.Framework for market challenges faced by balance funds providers
3.4.4.Economic impact on balance funds providers
3.4.5.Key player strategies to tackle negative impact on the industry
3.4.6.Opportunity analysis for balance funds providers

CHAPTER 4:BALANCED FUNDS MARKET, BY INVESTOR TYPE

4.1.Overview
4.2.Institutional

4.2.1.Key market trends, growth factors, and opportunities
4.2.2.Market size and forecast, by region
4.2.3.Market analysis, by country

4.3.Individual

4.3.1.Key market trends, growth factors, and opportunities
4.3.2.Market size and forecast, by region
4.3.3.Market analysis, by country

CHAPTER 5:BALANCED FUNDS MARKET, BY DISTRIBUTION CHANNEL

5.1.Overview
5.2.Banks

5.2.1.Key market trends, growth factors, and opportunities
5.2.2.Market size and forecast, by region
5.2.3.Market analysis, by country

5.3.Financial advisors/brokers

5.3.1.Key market trends, growth factors, and opportunities
5.3.2.Market size and forecast, by region
5.3.3.Market analysis, by country

5.4.Direct sellers

5.4.1.Key market trends, growth factors, and opportunities
5.4.2.Market size and forecast, by region
5.4.3.Market analysis, by country

5.5.Others

5.5.1.Key market trends, growth factors, and opportunities
5.5.2.Market size and forecast, by region
5.5.3.Market analysis, by country

CHAPTER 6:BALANCED FUNDS MARKET, BY REGION

6.1.Overview

6.1.1.Market size and forecast, by region

6.2.North America

6.2.1.Key market trends, growth factors, and opportunities
6.2.2.Market size and forecast, by investor type
6.2.3.Market size and forecast, by distribution channel
6.2.4.Market analysis, by country

6.2.4.1.U.S.

6.2.4.1.1.Market size and forecast, by investor type
6.2.4.1.2.Market size and forecast, by distribution channel

6.2.4.2.Canada

6.2.4.2.1.Market size and forecast, by investor type
6.2.4.2.2.Market size and forecast, by distribution channel

6.3.Europe

6.3.1.Key market trends, growth factors, and opportunities
6.3.2.Market size and forecast, by investor type
6.3.3.Market size and forecast, by distribution channel
6.3.4.Market analysis, by country

6.3.4.1.UK

6.3.4.1.1.Market size and forecast, by investor type
6.3.4.1.2.Market size and forecast, by distribution channel

6.3.4.2.Germany

6.3.4.2.1.Market size and forecast, by investor type
6.3.4.2.2.Market size and forecast, by distribution channel

6.3.4.3.France

6.3.4.3.1.Market size and forecast, by investor type
6.3.4.3.2.Market size and forecast, by distribution channel

6.3.4.4.Italy

6.3.4.4.1.Market size and forecast, by investor type
6.3.4.4.2.Market size and forecast, by distribution channel

6.3.4.5.Ireland

6.3.4.5.1.Market size and forecast, by investor type
6.3.4.5.2.Market size and forecast, by distribution channel

6.3.4.6.The Netherlands

6.3.4.6.1.Market size and forecast, by investor type
6.3.4.6.2.Market size and forecast, by distribution channel

6.3.4.7.Rest of Europe

6.3.4.7.1.Market size and forecast, by investor type
6.3.4.7.2.Market size and forecast, by distribution channel

6.4.Asia-Pacific

6.4.1.Key market trends, growth factors, and opportunities
6.4.2.Market size and forecast, by investor type
6.4.3.Market size and forecast, by distribution channel
6.4.4.Market analysis, by country

6.4.4.1.China

6.4.4.1.1.Market size and forecast, by investor type
6.4.4.1.2.Market size and forecast, by distribution channel

6.4.4.2.Japan

6.4.4.2.1.Market size and forecast, by investor type
6.4.4.2.2.Market size and forecast, by distribution channel

6.4.4.3.India

6.4.4.3.1.Market size and forecast, by investor type
6.4.4.3.2.Market size and forecast, by distribution channel

6.4.4.4.South Korea

6.4.4.4.1.Market size and forecast, by investor type
6.4.4.4.2.Market size and forecast, by distribution channel

6.4.4.5.Hong Kong

6.4.4.5.1.Market size and forecast, by investor type
6.4.4.5.2.Market size and forecast, by distribution channel

6.4.4.6.Australia

6.4.4.6.1.Market size and forecast, by investor type
6.4.4.6.2.Market size and forecast, by distribution channel

6.4.4.7.Rest of Asia-Pacific

6.4.4.7.1.Market size and forecast, by investor type
6.4.4.7.2.Market size and forecast, by distribution channel

6.5.LAMEA

6.5.1.Key market trends, growth factors, and opportunities
6.5.2.Market size and forecast, by investor type
6.5.3.Market size and forecast, by distribution channel
6.5.4.Market analysis, by country

6.5.4.1.Latin America

6.5.4.1.1.Market size and forecast, by investor type
6.5.4.1.2.Market size and forecast, by distribution channel

6.5.4.2.Middle East

6.5.4.2.1.Market size and forecast, by investor type
6.5.4.2.2.Market size and forecast, by distribution channel

6.5.4.3.Africa

6.5.4.3.1.Market size and forecast, by investor type
6.5.4.3.2.Market size and forecast, by distribution channel

CHAPTER 7:COMPETITIVE LANDSCAPE

7.1.Introduction

7.1.1.Market player positioning, 2021

7.2.Competitive dashboard

7.2.1.Top winning strategies

CHAPTER 8:COMPANY PROFILES

8.1.AXIS MUTUAL FUND

8.1.1.Company overview
8.1.2.Company snapshot
8.1.3.Product portfolio
8.1.4.Business performance
8.1.5.Key strategic moves and developments

8.3.The Canada Life Assurance Company

8.3.1.Company overview
8.3.2.Company snapshot
8.3.3.Operating business segments
8.3.4.Product portfolio
8.3.5.Business performance
8.3.6.Key strategic moves and developments

8.5.1.3. Citigroup, Inc.

8.5.1.Company overview
8.5.2.Company snapshot
8.5.3.Operating business segments
8.5.4.Product portfolio
8.5.5.Business performance
8.5.6.Key strategic moves and developments

8.7.1.4. Charles Schwab & Co., Inc.

8.7.1.Company overview
8.7.2.Company snapshot
8.7.3.Product portfolio
8.7.4.Business performance
8.7.5.Key strategic moves and developments

8.8.Goldman Sachs

8.8.1.Company overview
8.8.2.Company snapshot
8.8.3.Operating business segments
8.8.4.Product portfolio
8.8.5.
8.8.6.Business performance
8.8.7.Key strategic moves and developments

8.9.JPMorgan Chase & Co.

8.9.1.Company overview
8.9.2.Company snapshot
8.9.3.Operating business segments
8.9.4.Product portfolio
8.9.5.Business performance
8.9.6.Key strategic moves and developments

8.10.NIPPON INDIA MUTUAL FUND

8.10.1.Company overview
8.10.2.Company snapshot
8.10.3.Product portfolio
8.10.4.Business performance
8.10.5.Key strategic moves and developments

8.11.SCOTIABANK.COM

8.11.1.Company overview
8.11.2.Company snapshot
8.11.3.Operating business segments
8.11.4.Product portfolio
8.11.5.Business performance
8.11.6.Key strategic moves and developments

8.12.TATA MUTUAL FUND

8.12.1.Company overview
8.12.2.Company snapshot
8.12.3.Product portfolio
8.12.4.Business performance
8.12.5.Key strategic moves and developments
8.12.6.

8.13.THE VANGUARD GROUP, INC.

8.13.1.Company overview
8.13.2.Company snapshot
8.13.3.Product portfolio
8.13.4.Key strategic moves and developments

LIST OF TABLES

TABLE 01.GLOBAL BALANCED FUNDS MARKET REVENUE, BY INVESTOR TYPE, 2021–2031 ($BILLION)
TABLE 02.BALANCED FUNDS MARKET REVENUE FOR INSTITUTIONAL INVESTOR, BY REGION, 2021–2031 ($BILLION)
TABLE 03.BALANCED FUNDS MARKET REVENUE FOR INDIVIDUAL INVESTOR, BY REGION, 2021–2031 ($BILLION)
TABLE 04.GLOBAL BALANCED FUNDS MARKET REVENUE, BY DISTRIBUTION CHANNEL, 2021-2031 ($BILLION)
TABLE 05.BALANCED FUNDS MARKET REVENUE FOR BANKS, BY REGION, 2021–2031 ($BILLION)
TABLE 06.BALANCED FUNDS MARKET REVENUE FOR FINANCIAL ADVISORS/BROKERS, BY REGION, 2021–2031 ($BILLION)
TABLE 07.BALANCED FUNDS MARKET REVENUE FOR DIRECT SELLERS, BY REGION, 2021–2031 ($BILLION)
TABLE 08.BALANCED FUNDS MARKET REVENUE FOR OTHERS, BY REGION, 2021–2031 ($BILLION)
TABLE 09.BALANCED FUNDS MARKET REVENUE, BY REGION, 2021–2031 ($BILLION)
TABLE 10.NORTH AMERICA BALANCED FUNDS MARKET REVENUE, BY INVESTOR TYPE, 2021–2031 ($BILLION)
TABLE 11.NORTH AMERICA BALANCED FUNDS MARKET REVENUE, BY DISTRIBUTION CHANNEL, 2021–2031 ($BILLION)
TABLE 12.NORTH AMERICA BALANCED FUNDS MARKET REVENUE, BY COUNTRY, 2021–2031 ($BILLION)
TABLE 13.U.S. BALANCED FUNDS MARKET REVENUE, BY INVESTOR TYPE, 2021–2031 ($BILLION)
TABLE 14.U.S. BALANCED FUNDS MARKET REVENUE, BY DISTRIBUTION CHANNEL, 2021–2031 ($BILLION)
TABLE 15.CANADA BALANCED FUNDS MARKET REVENUE, BY INVESTOR TYPE, 2021–2031 ($BILLION)
TABLE 16.CANADA BALANCED FUNDS MARKET REVENUE, BY DISTRIBUTION CHANNEL, 2021–2031 ($BILLION)
TABLE 17.EUROPE BALANCED FUNDS MARKET REVENUE, BY INVESTOR TYPE, 2021–2030 ($BILLION)
TABLE 18.EUROPE BALANCED FUNDS MARKET REVENUE, BY DISTRIBUTION CHANNEL, 2021–2031 ($BILLION)
TABLE 19.EUROPE BALANCED FUNDS MARKET REVENUE, BY COUNTRY, 2021–2031 ($BILLION)
TABLE 20.UK BALANCED FUNDS MARKET REVENUE, BY INVESTOR TYPE, 2021–2031 ($BILLION)
TABLE 21.UK BALANCED FUNDS MARKET REVENUE, BY DISTRIBUTION CHANNEL, 2021–2031 ($BILLION)
TABLE 22.GERMANY BALANCED FUNDS MARKET REVENUE, BY INVESTOR TYPE, 2021–2031 ($BILLION)
TABLE 23.GERMANY BALANCED FUNDS MARKET REVENUE, BY DISTRIBUTION CHANNEL, 2021–2031 ($BILLION)
TABLE 24.FRANCE BALANCED FUNDS MARKET REVENUE, BY INVESTOR TYPE, 2021–2031 ($BILLION)
TABLE 25.FRANCE BALANCED FUNDS MARKET REVENUE, BY DISTRIBUTION CHANNEL, 2021–2031 ($BILLION)
TABLE 26.ITALY BALANCED FUNDS MARKET REVENUE, BY INVESTOR TYPE, 2021–2031 ($BILLION)
TABLE 27.ITALY BALANCED FUNDS MARKET REVENUE, BY DISTRIBUTION CHANNEL, 2021–2031 ($BILLION)
TABLE 28.IRELAND BALANCED FUNDS MARKET REVENUE, BY INVESTOR TYPE, 2021–2031 ($BILLION)
TABLE 29.IRELAND BALANCED FUNDS MARKET REVENUE, BY DISTRIBUTION CHANNEL, 2021–2031 ($BILLION)
TABLE 30.NETHERLANDS BALANCED FUNDS MARKET REVENUE, BY INVESTOR TYPE, 2021–2031 ($BILLION)
TABLE 31.NETHERLANDS BALANCED FUNDS MARKET REVENUE, BY DISTRIBUTION CHANNEL, 2021–2031 ($BILLION)
TABLE 32.REST OF EUROPE BALANCED FUNDS MARKET REVENUE, BY INVESTOR TYPE, 2021–2031 ($BILLION)
TABLE 33.REST OF EUROPE BALANCED FUNDS MARKET REVENUE, BY DISTRIBUTION CHANNEL, 2021–2031 ($BILLION)
TABLE 34.ASIA-PACIFIC BALANCED FUNDS MARKET REVENUE, BY INVESTOR TYPE, 2021–2030 ($BILLION)
TABLE 35.ASIA-PACIFIC BALANCED FUNDS MARKET REVENUE, BY DISTRIBUTION CHANNEL, 2021–2031 ($BILLION)
TABLE 36.ASIA-PACIFIC BALANCED FUNDS MARKET REVENUE, BY COUNTRY, 2021–2031 ($BILLION)
TABLE 37.CHINA BALANCED FUNDS MARKET REVENUE, BY INVESTOR TYPE, 2021–2031 ($BILLION)
TABLE 38.CHINA BALANCED FUNDS MARKET REVENUE, BY DISTRIBUTION CHANNEL, 2021–2031 ($BILLION)
TABLE 39.JAPAN BALANCED FUNDS MARKET REVENUE, BY INVESTOR TYPE, 2021–2031 ($BILLION)
TABLE 40.JAPAN BALANCED FUNDS MARKET REVENUE, BY DISTRIBUTION CHANNEL, 2021–2031 ($BILLION)
TABLE 41.INDIA BALANCED FUNDS MARKET REVENUE, BY INVESTOR TYPE, 2021–2031 ($BILLION)
TABLE 42.INDIA BALANCED FUNDS MARKET REVENUE, BY DISTRIBUTION CHANNEL, 2021–2031 ($BILLION)
TABLE 43.SOUTH KOREA BALANCED FUNDS MARKET REVENUE, BY INVESTOR TYPE, 2021–2031 ($BILLION)
TABLE 44.SOUTH KOREA BALANCED FUNDS MARKET REVENUE, BY DISTRIBUTION CHANNEL, 2021–2031 ($BILLION)
TABLE 45.HONG KONG BALANCED FUNDS MARKET REVENUE, BY INVESTOR TYPE, 2021–2031 ($BILLION)
TABLE 46.HONG KONG BALANCED FUNDS MARKET REVENUE, BY DISTRIBUTION CHANNEL, 2021–2031 ($BILLION)
TABLE 47.AUSTRALIA BALANCED FUNDS MARKET REVENUE, BY INVESTOR TYPE, 2021–2031 ($BILLION)
TABLE 48.AUSTRALIA BALANCED FUNDS MARKET REVENUE, BY DISTRIBUTION CHANNEL, 2021–2031 ($BILLION)
TABLE 49.REST OF ASIA-PACIFIC BALANCED FUNDS MARKET REVENUE, BY INVESTOR TYPE, 2021–2031 ($BILLION)
TABLE 50.REST OF ASIA-PACIFIC BALANCED FUNDS MARKET REVENUE, BY DISTRIBUTION CHANNEL, 2021–2031 ($BILLION)
TABLE 51.LAMEA BALANCED FUNDS MARKET REVENUE, BY INVESTOR TYPE, 2021–2030 ($BILLION)
TABLE 52.LAMEA BALANCED FUNDS MARKET REVENUE, BY DISTRIBUTION CHANNEL, 2021–2031 ($BILLION)
TABLE 53.LAMEA BALANCED FUNDS MARKET REVENUE, BY COUNTRY, 2021–2031 ($BILLION)
TABLE 54.LATIN AMERICA BALANCED FUNDS MARKET REVENUE, BY INVESTOR TYPE, 2021–2031 ($BILLION)
TABLE 55.LATIN AMERICA BALANCED FUNDS MARKET REVENUE, BY DISTRIBUTION CHANNEL, 2021–2031 ($BILLION)
TABLE 56.MIDDLE EAST BALANCED FUNDS MARKET REVENUE, BY INVESTOR TYPE, 2021–2031 ($BILLION)
TABLE 57.MIDDLE EAST BALANCED FUNDS MARKET REVENUE, BY DISTRIBUTION CHANNEL, 2021–2031 ($BILLION)
TABLE 58.AFRICA BALANCED FUNDS MARKET REVENUE, BY INVESTOR TYPE, 2021–2031 ($BILLION)
TABLE 59.AFRICA BALANCED FUNDS MARKET REVENUE, BY DISTRIBUTION CHANNEL, 2021–2031 ($BILLION)
TABLE 60.AXIS MUTUAL FUND: COMPANY SNAPSHOT
TABLE 61.AXIS MUTUAL FUND: PRODUCT PORTFOLIO
TABLE 62.THE CANADA LIFE ASSURANCE COMPANY: COMPANY SNAPSHOT
TABLE 63.THE CANADA LIFE ASSURANCE COMPANY: OPERATING SEGMENTS
TABLE 64.THE CANADA LIFE ASSURANCE COMPANY: PRODUCT PORTFOLIO
TABLE 65.CITIGROUP, INC.: COMPANY SNAPSHOT
TABLE 66.CITIGROUP, INC.: OPERATING SEGMENTS
TABLE 67.CITIGROUP, INC.: PRODUCT PORTFOLIO
TABLE 68.CHARLES SCHWAB & CO., INC.: COMPANY SNAPSHOT
TABLE 69.CHARLES SCHWAB & CO., INC.: PRODUCT PORTFOLIO
TABLE 70.GOLDMAN SACHS: COMPANY SNAPSHOT
TABLE 71.GOLDMAN SACHS: OPERATING SEGMENTS
TABLE 72.GOLDMAN SACHS: PRODUCT PORTFOLIO
TABLE 73.JPMORGAN CHASE & CO.: COMPANY SNAPSHOT
TABLE 74.JPMORGAN CHASE & CO.: OPERATING SEGMENTS
TABLE 75.JPMORGAN CHASE & CO.: PRODUCT PORTFOLIO
TABLE 76.NIPPON INDIA MUTUAL FUND: COMPANY SNAPSHOT
TABLE 77.NIPPON INIDA MUTUAL FUND: PRODUCT PORTFOLIO
TABLE 78.SCOTIABANK.COM: COMPANY SNAPSHOT
TABLE 79.SCOTIABANK.COM: OPERATING SEGMENTS
TABLE 80.SCOTIABANK.COM: PRODUCT PORTFOLIO
TABLE 81.TATA MUTUAL FUND.: COMPANY SNAPSHOT
TABLE 82.TATA MUTUAL FUND: PRODUCT PORTFOLIO
TABLE 83.THE VANGUARD GROUP, INC..: COMPANY SNAPSHOT
TABLE 84.THE VANGUARD GROUP, INC.: PRODUCT PORTFOLIO

LIST OF FIGURES

FIGURE 01.KEY MARKET SEGMENTS
FIGURE 02.GLOBAL BALANCED FUNDS MARKET SNAPSHOT, BY SEGMENTATION, 2022–2031
FIGURE 03.BALANCED FUNDS MARKET SNAPSHOT, BY REGION, 2022–2031
FIGURE 04.TOP IMPACTING FACTORS
FIGURE 05.TOP INVESTMENT POCKETS
FIGURE 06.MODERATE BARGAINING POWER OF SUPPLIERS
FIGURE 07.MODERATE THREAT OF NEW ENTRANTS
FIGURE 08.MODERATE THREAT OF SUBSTITUTES
FIGURE 09.MODERATELY HIGH INTENSITY OF RIVALRY
FIGURE 10.MODERATE BARGAINING POWER OF BUYERS
FIGURE 11.GLOBAL BALANCED FUNDS MARKET, BY FUND TYPE, 2019-2027
FIGURE 12.COMPARATIVE SHARE ANALYSIS OF FOR BALANCED FUNDS MARKET FOR INSTITUTIONAL INVESTOR, BY COUNTRY, 2021 & 2031 (%)
FIGURE 13.COMPARATIVE SHARE ANALYSIS OF BALANCED FUNDS MARKET FOR INDIVIDUAL INVESTOR, BY COUNTRY, 2021 & 2031 (%)
FIGURE 14.GLOBAL BALANCED FUNDS MARKET REVENUE, BY DISTRIBUTION CHANNEL, 2021-2031 ($BILLION)
FIGURE 15.COMPARATIVE SHARE ANALYSIS OF BALANCED FUNDS MARKET FOR BANKS, BY COUNTRY, 2021 & 2031 (%)
FIGURE 16.COMPARATIVE SHARE ANALYSIS OF BALANCED FUNDS MARKET FOR FINANCIAL ADVISORS/BROKERS, BY COUNTRY, 2021 & 2031 (%)
FIGURE 17.COMPARATIVE SHARE ANALYSIS OF BALANCED FUNDS MARKET FOR DIRECT SELLERS, BY COUNTRY,  2021 & 2031 (%)
FIGURE 18.COMPARATIVE SHARE ANALYSIS OF BALANCED FUNDS MARKET FOR OTHERS, BY COUNTRY,  2021 & 2031 (%)
FIGURE 19.U.S. BALANCED FUNDS MARKET REVENUE, 2021-2031 ($BILLION)
FIGURE 20.CANADA BALANCED FUNDS MARKET REVENUE, 2021-2031 ($BILLION)
FIGURE 21.UK BALANCED FUNDS MARKET REVENUE, 2021-2031 ($BILLION)
FIGURE 22.GERMANY BALANCED FUNDS MARKET REVENUE, 2021-2031 ($BILLION)
FIGURE 23.FRANCE BALANCED FUNDS MARKET REVENUE, 2021-2031 ($BILLION)
FIGURE 24.ITALY BALANCED FUNDS MARKET REVENUE, 2021-2031 ($BILLION)
FIGURE 25.IRELAND BALANCED FUNDS MARKET REVENUE, 2021-2031 ($BILLION)
FIGURE 26.NETHERLANDS BALANCED FUNDS MARKET REVENUE, 2019-2027 ($BILLION)
FIGURE 27.REST OF EUROPE BALANCED FUNDS MARKET REVENUE, 2021-2031 ($BILLION)
FIGURE 28.CHINA BALANCED FUNDS MARKET REVENUE, 2021-2031 ($BILLION)
FIGURE 29.JAPAN BALANCED FUNDS MARKET REVENUE, 2021-2031 ($BILLION)
FIGURE 30.INDIA BALANCED FUNDS MARKET REVENUE, 2022-2031 ($BILLION)
FIGURE 31.SOUTH KOREA BALANCED FUNDS MARKET REVENUE, 2021-2031 ($BILLION)
FIGURE 32.HONG KONG BALANCED FUNDS MARKET REVENUE, 2021-2031 ($BILLION)
FIGURE 33.AUSTRALIA BALANCED FUNDS MARKET REVENUE, 2021-2031 ($BILLION)
FIGURE 34.REST OF ASIA-PACIFIC BALANCED FUNDS MARKET REVENUE, 2021-2031 ($BILLION)
FIGURE 35.LATIN AMERICA BALANCED FUNDS MARKET REVENUE, 2021-2031 ($BILLION)
FIGURE 36.MIDDLE EAST BALANCED FUNDS MARKET REVENUE, 2021-2031 ($BILLION)
FIGURE 37.AFRICA BALANCED FUNDS MARKET REVENUE, 2021-2031 ($BILLION)
FIGURE 38.MARKET PLAYER POSITIONING, 2021
FIGURE 39.COMPETITIVE DASHBOARD
FIGURE 40.COMPETITIVE DASHBOARD
FIGURE 41.COMPETITIVE HEATMAP OF KEY PLAYERS
FIGURE 42.TOP WINNING STRATEGIES, BY YEAR, 2019–2022
FIGURE 43.TOP WINNING STRATEGIES, BY DEVELOPMENT, 2019–2022
FIGURE 44.TOP WINNING STRATEGIES, BY COMPANY, 2019–2022
FIGURE 45.AXIS MUTUAL FUND: REVENUE, 2019-2021 ($MILLION)
FIGURE 46.THE CANADA LIFE ASSURANCE COMPANY: INCOME, 2019-2021 ($MILLION)
FIGURE 47.THE CANADA LIFE ASSURANCE COMPANY: INCOME SHARE BY SEGMENT, 2021 (%)
FIGURE 48.
FIGURE 49.THE CANADA LIFE ASSURANCE COMPANY: INCOME SHARE, BY REGION (2021)
FIGURE 50.CITIGROUP, INC.: REVENUE, 2019–2021 ($MILLION)
FIGURE 51.CITIGROUP, INC.: REVENUE SHARE, BY SEGMENT (2021)
FIGURE 52.CITIGROUP, INC.: REVENUE SHARE, BY REGION (2021)
FIGURE 53.
FIGURE 54.CHARLES SCHWAB & CO., INC.: REVENUE, 2019–2021 ($MILLION)
FIGURE 55.
FIGURE 56.GOLDMAN SACHS: NET REVENUE, 2019–2021 ($MILLION)
FIGURE 57.GOLDMAN SACHS: REVENUE SHARE, BY SEGMENT (2021)
FIGURE 58.JPMORGAN CHASE & CO.: NET REVENUE, 2019–2021 ($MILLION)
FIGURE 59.NIPPON INDIA MUTUAL FUND: REVENUE, 2019-2021 ($MILLION)
FIGURE 60.SCOTIABANK.COM: REVENUE, 2019-2021 ($MILLION)
FIGURE 61.SCOTIABANK.COM: REVENUE SHARE, BY SEGMENT (2021)
FIGURE 62.SCOTIABANK.COM: REVENUE SHARE, BY REGION (2021)
FIGURE 63.TATA MUTUAL FUND: REVENUE, 2019–2021 ($MILLION)


 


 
 

Balanced fund is a one-stop investment option that offers exposure to both equity and debt securities. The main intention of these mutual funds is to balance the risk-reward ratio and optimize the returns on the mutual fund investment. Thus, balanced or hybrid mutual funds are ideal for investors who are looking for capital appreciation at minimum risk. Moreover, these mutual funds are designed to automatically re-balance an investor’s portfolio in the event of extreme market fluctuations. Re-balancing even allows fund managers to sell equity mutual funds to maintain the fund’s performance and vice versa. 

Investments in pure equity funds attract significant risk as the equity market can slump greatly in extreme situations. Thus, the debt component in balanced funds helps investors to balance out the risk posed by the equity component. In addition, equity mutual funds follow variable asset allocation according to the market conditions. Balanced funds have the edge over equity funds as they strictly adhere to their line of asset allocation rules and never exceed the mandated exposure norms. This is the reason why balanced funds generate higher returns from their equity component during bullish markets. 

Furthermore, aggressive hybrid funds (formerly known as balanced funds) and balanced advantage or dynamic asset allocation funds are the most popular in the hybrid funds category. Many investors like to participate in dynamically managed equity funds, which is why the balanced advantage funds category has had constant inflows over the last six months.
 

PURCHASE OPTIONS

Call or Email us

U.S.-Canada Toll-free: +1-800-792-5285
Int'l : +1-503-894-6022
Europe : +44-845-528-1300
Email : help@alliedmarketresearch.com
 
FREQUENTLY ASKED QUESTIONS?

A. The Balanced Funds Market is anticipated to grow at a CAGR of 16.8% from 2022 to 2031.

A. The Balanced Funds Market is projected to reach $25,499.0 billion by 2031.

A. To get the latest version of sample report

A. Balanced funds allow investors to withdraw money periodically without upsetting the asset allocation etc. boost the market growth.

A. The key players profiled in the report include Axis Mutual Fund, Canada Life Assurance Company, Citigroup Inc., and many more.

A. On the basis of top growing big corporations, we select top 10 players.

A. The Balanced Funds Market is segmented on the basis of investor type, distribution channel, and region.

A. The key growth strategies of market players include product portfolio expansion, mergers & acquisitions, agreements, geographical expansion, and collaborations.

A. Asia-Pacific region will grow at a highest CAGR of 21.4% during the forecast period.

A. Financial Advisors/Brokers segment will dominate the market during 2022 - 2031.

Looking for Customization?

 Customization Request

Have a Question?

 Speak with Analyst

Any Confusion?

 Inquire Before Buying

Have a glance of the Report

  Request Sample
RELATED TAGS

Purchase Full Report of
Balanced Funds Market

Start reading instantly.
This Report and over 67,404+ more Reports, Available with Avenue Library. T&C*.

  • Online Only
  • $3,799
  • Online cloud access only
  • Restricted print, copy, paste & download
  • Read only
  • Free industry update
    (Within 180 days)
  • Free report update in next update cycle
    (Jun 2023 - Jun 2024)
  • Data Pack
  • $4,199
  • Restricted to one authorized user
  • One print only
  • Available in
    Excel
  • Free industry update
    (Within 180 days)
  •   Free report update in next update cycle
    (Jun 2023 - Jun 2024)
  • Single User
  • $5,899
  • Restricted to one authorized user
  • One print only
  • Available in
    PDF
  • Free industry update
    (Within 180 days)
  •   Free report update in next update cycle
    (Jun 2023 - Jun 2024)
  • Five Users
  • $7,099
  • Limited to five authorized users
  • Print upto five copies
  • Available in
    PDF
  • Free industry update
    (Within 180 days)
  •   Free report update in next update cycle
    (Jun 2023 - Jun 2024)
  • Enterprise
    License/PDF

  • $11,500
  • Unlimited
    within
    company/enterprise
  • Available in Excel & PDF
  • Free industry update
    (Within 180 days)
  •   Free report update in next update cycle
    (Jun 2023 - Jun 2024)
  • Library
    Membership

  • $999 $ 1,175
    Per User/ Per month/ Billed annually
  • Published Content
    E-access
  • Company Profiles
    E-access
  • Newly Added Content Access
  • 10 PDF
    Downloads
  • 5 Excel Data
    Pack Downloads
  • 250 Company Profiles PDF Downloads
  • Buy Now

*Taxes/Fees, if applicable will be added during checkout. All prices in USD

RELATED REPORTS
 

Why Allied Market Research?

 

Infallible Methodology

To ensure high-level data integrity, accurate analysis, and impeccable forecasts

Analyst Support

For complete satisfaction

Customization

On-demand customization of scope of the report to exactly meet your needs

TARGETED MARKET VIEW

Targeted market view to provide pertinent information and save time of readers

Get fresh content delivered

Get insights on topics that are crucial for your business. Stay abreast of your interest areas.

Get Industry Data Alerts

Why Allied Market Research?

Infallible Methodology

To ensure high-level data integrity, accurate analysis, and impeccable forecasts

Analyst Support

For complete satisfaction

Customization

On-demand customization of scope of the report to exactly meet your needs

TARGETED MARKET VIEW

Targeted market view to provide pertinent information and save time of readers