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Hybrid Funds Market by Type (Equity-oriented Hybrid Funds, Debt-oriented Balanced Funds, Arbitrage Funds, and Others) and End User (Personal and Commercial): Global Opportunity Analysis and Industry Forecast, 2020–2027

A07395
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Sep 2020 | 90 Views
 
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Hybrid Funds Market Outlook - 2027

The global hybrid funds market size is experiencing tremendous growth, and is expected to increase in the future as investors are growing their preference for safe balanced funds. Hybrid funds aim to achieve wealth appreciation in the long-run and generate income in the short-run via a balanced portfolio. The fund is allocated in varying proportions in equity and debt, on the basis of investment objectives of the fund. Moreover, hybrid funds focus to achieve a long-term appreciation of wealth and create short-term income through a diversified portfolio.

 

Market scope and structure analysis:

                              Report Metric

                             Details

  Market size available for years

  2019–2027

  Base year considered

  2019

  Forecast period 

  2020–2027

  Forecast units

  Value ($)

  Segments covered

  Type, End User, and Region

  Regions covered

North America (U.S. and Canada), Europe (Germany, UK, France, and rest of Europe), Asia-Pacific (China, Japan, India, and rest of Asia-Pacific), Latin America (Brazil, Mexico, and rest of LATAM) and Middle East & Africa

 Companies covered

Major players analyzed include DSPIM, FMR LLC, The Vanguard Group, Inc., J.P. Morgan & Co., Citigroup Inc., PIMCO, Edelweiss Broking Limited, Nippon India Mutual Fund, ETFS Management (AUS) Limited, Goldman Sachs Asset Management LP, Wellington Management Company, and Charles Schwab Corporation.

 

COVID-19 scenario analysis:

  • The effect of the virus on the economy and financial markets has severely affected all forms of investment funds, except gold funds in the market. 
  • Moreover, debt fund has become negative as the pandemic expands as a result Franklin Templeton had closed six of its debt fund schemes, owing to liquidity crisis in the debt market, such as bonds, government securities, and bank bonds. 

Top impacting factors: Market Scenario Analysis, Trends, Drivers, and Impact Analysis

Rise in disposable income with growth in economies and individuals with lower risk investing in diversified portfolio are some of the factors that drive the market growth. However, several banks & wealth management firms with higher market share create highly competitive environment and stringent regulations toward fund management & investments in the financial industry, which hinder the market growth.

Conversely, growth in awareness regarding investments in developing countries to offer massive investment environment for hybrid funds and rise in preference for balanced funds across the globe are some factors expected to create lucrative opportunities for the market in upcoming years. 

The global hybrid funds market trends are as follows:

New scheme launches to flourish the market:

Fund managing companies offer diversified proportions of fund portfolios to investors. More diversification allows lower risk, which attracts lower risk profile investors. For instance, in February 2002, the Tata Mutual Fund launched Tata Multi-Asset Opportunities Fund, a more diversified hybrid fund, which focuses on investing in traded commodity derivatives. In addition, the scheme invests extensively in asset groups of equity, commodity derivatives, and debt. Moreover, exchange-traded commodity derivatives enable investors to choose for other commodities such as metals, agricultural produce, industrial chemicals, and oil & natural gas.

New schemes to tackle with lower interest rates:

As debt and government securities depend on interest rates, recent lower rates triggered, as the pandemic has affected many hybrid and debt funds’ performance. To tackle such lower interest rates, Groupama Asset Management, headquartered in Paris, launched its new bond fund, named G Fund Hybrid Corporate Bonds IC to counter low interest environment across the globe, which could help in attracting investors during COVID-19 outbreak.  The G Fund-Hybrid Corporate Bonds fund chooses corporate bond issuers from Organization for Economic Co-operation and Development (OECD) countries with an investment grade ratings. Investments are structured to give investors a better alternative, including institutional, and multi-manager practitioners in the market.

Key segments covered:

                               Segments

                              Sub-segments

 

  Type

 

  • Equity-oriented Hybrid Funds
  • Debt-oriented Balanced Funds
  • Arbitrage Funds
  • Others

 

  End User

  • Personal
  • Commercial

 

 

Key benefits of the report:

  • This study presents analytical depiction of the global hybrid funds market size along with the current trends and future estimations to determine the imminent investment pockets.    
  • The report presents information related to key drivers, restraints, and opportunities along with detailed analysis of the global hybrid funds market share.     
  • The current hybrid funds market is quantitatively analyzed from 2020 to 2027 to highlight the global hybrid funds market growth scenario.         
  • Porter’s five forces analysis illustrates the potency of buyers & suppliers in the market.    
  • The report provides a detailed hybrid funds market analysis based on the present and future competitive intensity of the market.
 
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