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Europe Mutual Fund Industry - Growth, Trends, COVID-19 Impact, and Forecasts (2022 - 2027)

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  • 130 Pages
  • August 2022
  • Region: Europe
  • Mordor Intelligence
  • ID: 5530232
As the virus swept across Europe, stock prices in European financial markets began to decrease, and volatility began to rise. European equities markets began to rise after reaching low troughs in late March, but at a slower pace than the US share market. The COVID-19 crisis sparked widespread panic and a rush for cash. Both money market funds and long-term funds saw outflows among UCITS.

Europe funds and exchange-traded funds (ETFs) are mutual funds that invest in stocks from all around Europe. These funds will provide multi- or single-nation exposure across a diverse spectrum of developed and emerging economies, market capitalizations, currencies, and industry sectors.

In Europe, UCITS funds have the flexibility to invest in any country in the region once registered in any one member country. Debt securities are preferred in the region that equity securities funds.

Total assets under management have continuously expanded over the years, reaching USD 31 trillion (or 182% of European GDP) in Q3 2021, with roughly 54.9% being managed on behalf of investment funds and 45% being managed on behalf of discretionary mandates.

Key Market Trends

Investment Funds Domiciled in Europe

At the end of Q3 2021, UCITS and AIFs had a combined value of EUR 20.8 trillion. With 27% and 18% market share, Luxembourg and Ireland are the two largest domiciles for UCITS and AIFs, respectively (2020). This ranking is followed by Germany, France, and the United Kingdom.

In recent years, sustainable funds have become Europe's rapidly rising category of investment options. Since 2018, net assets in sustainable fund products have more than doubled, accounting for 11% of total net assets in Europe by 2020.

Fund Wise Segmentation of AuM

After registering positive net sales in January and February, the market stress caused by the Covid-19 pandemic resulted in many investors redeeming their shares/units for fear of losses.

Insurers and pension funds are by far the largest investors in investment funds, followed by households and other financial intermediaries. Germany, the United Kingdom, France, the Netherlands, and Italy have the highest fund ownership level.

Competitive Landscape

The report includes an overview of MF companies operating across Europe. The report presents detailed profiling of a few major companies, including product offerings, regulations governing them, their headquarters, and financial performance. Currently, some of the major players dominating the market are listed below.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

This product will be delivered within 2 business days.

Table of Contents

1.1 Study Assumptions and Market Definition
1.2 Scope of the Study
4.1 Market Overview
4.2 A brief on Regulatory Environment
4.3 Insights on Various Types of Schemes or Funds Offered in Europe Mutual Fund Industry
4.4 Technological Innovations Shaping The Industry
4.5 Market Drivers
4.6 Market Restraints
4.7 Porters' Five Forces Analysis
4.7.1 Threat of New Entrants
4.7.2 Bargaining Power of Buyers/Consumers
4.7.3 Bargaining Power of Suppliers
4.7.4 Threat of Substitute Products
4.7.5 Intensity of Competitive Rivalry
4.8 Impact of COVID-19 on the Market
5.1 By Fund Type
5.1.1 Equity
5.1.2 Debt
5.1.3 Multi-Asset
5.1.4 Money Market
5.1.5 Others
5.2 By Investor Type
5.2.1 Households
5.2.2 Monetary Financial Institutions
5.2.3 General Government
5.2.4 Non-Financial Corporations
5.2.5 Insurers & Pension Funds
5.2.6 Other financial Intermediaries
5.3 By Geography
5.3.1 Luxembourg
5.3.2 Ireland
5.3.3 Germany
5.3.4 France
5.3.5 United Kingdom
5.3.6 Netherlands
5.3.7 Italy
5.3.8 Rest of Europe
6.1 Market Competition Overview (Market Concentration And M&A Deals)
6.2 Company Profiles
6.2.1 BlackRock
6.2.2 Amundi
6.2.3 BNP Paribas Asset Management
6.2.4 JP Morgan
6.2.5 Natixis
6.2.6 AXA
6.2.7 UBS
6.2.8 HSBC
6.2.9 DWS Group
6.2.10 PIMCO
6.2.11 Invesco*

Companies Mentioned

A selection of companies mentioned in this report includes:

  • BlackRock
  • Amundi
  • BNP Paribas Asset Management
  • JP Morgan
  • Natixis
  • AXA
  • UBS
  • HSBC
  • DWS Group
  • Invesco*