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Mutual Fund Assets Market by Fund Type (Money Market Funds, Bond Funds Stock Funds, and Hybrid Funds) and Investor Type (Aggressive, Moderate, and Conservative): Global Opportunity Analysis and Industry Forecast, 2020–2027

A06932
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Sep 2020 | 144 Views
 
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Globally, the market for mutual funds is experiencing a significant growth, and is expected to grow substantially during the forecast period. Mutual fund is a professionally managed open-end investment fund, which pools money from various investors and invests in many diversified financial methods such as bonds, equity stocks, government securities, debt funds, and physical assets. Similar to other direct investments, mutual funds comprise various risk profiles such as low, medium, and high, based on assets that they invest. It generally includes debt funds, hybrid funds, gilt funds, bond funds, and equity funds. They are managed by professional institutions and money managers.

 

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

  Fund Type, Investor Type, 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, and Wellington Management Company

 

COVID-19 scenario analysis

  • The financial sector has been highly affected in 2020, owing to COVID-19 aggression. The adverse impact of the pandemic can be observed in the mutual fund industry as well. These assets gave average returns of 25% in 2019 across the globe. 
  • However, returns were recorded with 20% downfall in 2020. In addition, banking sector funds and infrastructure funds decreased to 20%. Moreover, Franklin Templeton, one of the top fund-managing institutions closed their 6 debt schemes, owing to severe illiquidity in the debt market. However, only gold funds recorded positive result of around 3.5%. 

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

Rise in disposable income and growth in trend of investments drive the mutual fund assets market growth. More number of people are trying to save taxes rather than paying to government. Increase in focus on tax savings has also acted as one of the key factors leading to growth in the mutual funds market. In addition, easy redemption of as quick as in 7 days also drives the market growth. However, uncertainties on returns in case of any unexpected incidents, such as COVID-19 hinder the mutual fund assets market growth. 

The global mutual fund asset market trends are as follows:

New improvements to flourish the market:

In February 2020, Edelweiss, one of the top asset management companies launched a new service named as U.S. Technology Equity Fund of Fund (FoF). The objective of this fund is to offer investments in new technologies, which can provide higher returns in the coming years. Similarly, Edelweiss asset Management Company launched a new scheme named “Edelweiss Maiden Opportunities Fund-Series 1” in 2018, which allows investors to invest only in newly listed companies. Generally, many new IPOs gave healthy returns within 12 to 18 months after getting listed. This fund is first of its kind as investors can invest in newly listed potential companies and get higher returns. More number of such new services launched in the mutual fund assets market are expected to attract number of investors in the future.

Surge in investment inflow:

Investment inflows in mutual fund assets have experienced a stagnant growth in recent years. For instance, average growth of 7.4% has been recorded in India in 2019. Moreover, after stock markets started falling, owing to COVID-19 impact, the mutual fund market is focused to correct this downfall and investors have also poured huge money into mutual fund investments. In the U.S., mutual funds where they are a part of household finances, topped with distribution of 45% share in open end funds. Similar penetration in Luxemburg, Ireland, Germany, France, Australia, and China have been recorded in recent years.

Key segments covered:

                               Segments

                        Subsegments

 

  Fund Type

 

  • Money Market Funds
  • Bond Funds Stock Funds
  • Hybrid Funds

 

 

  Investor Type

 

  • Aggressive
  • Moderate
  • Conservative

 

Key benefits of the report:

  • This study presents analytical depiction of the global mutual fund assets market 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 market share.     
  • The current market is quantitatively analyzed from 2020 to 2027 to highlight the growth scenario.         
  • Porter’s five forces analysis illustrates the potency of buyers & suppliers in the mutual fund assets market.    
  • The report provides a detailed market analysis based on the present and future competitive intensity of the market.

Questions answered in the mutual fund assets market research report:    

  • Who are the leading market players active in the global mutual fund assets market?
  • What would be the detailed impact of COVID-19 on the global mutual fund assets market?
  • What current trends would influence the market in the next few years?
  • What are the driving factors, restraints, and opportunities in the global mutual fund assets market?
  • What are the projections for the future that would help in taking further strategic steps? 
 
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