Multi-asset funds outnumber bond funds - Lipper

Added 30th August 2016

There are now for the first time more multi-asset funds than bond funds for sale in Europe, according to statistics released by Lipper today.

Multi-asset funds outnumber bond funds - Lipper

During the second quarter of 2016, the number of multi-asset funds available increased by 21 funds (launches minus liquidations and mergers). All other categories saw a decline in the number of registered funds, continuing a multi-year trend of consolidation.

Multi-asset funds, however, are bucking this trend, and now even outnumber bond funds. Some 28% of the 31,815 mutual funds available in Europe were multi-asset funds at the end of June, while bond funds have a share of only 21%.

Equity funds still account for the biggest share of the fund market (37%), and also hold the largest amount of assets of any fund category collectively (€3.1trn). Bond funds take second spot with €2,3trn in total assets under management. Even though Europe’s largest fund, the Standard Life GARS fund with close to €50bn in assets under management, falls into the multi-asset category, multi-asset funds tend to be smaller than single-asset equity and bond funds: though they have been growing assets quickly, multi-asset funds collectively have ‘only’ €1.3trn in assets under management.

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Tjibbe Hoekstra

Senior Reporter

Tjibbe joined Expert Investor as a senior reporter in March 2014. Before moving to London he worked as a financial news reporter for various news outlets in Amsterdam, including Reuters and ANP, the main news agency in the Netherlands. He also worked for Fondsnieuws, a website and magazine for finance professionals in the Netherlands. Tjibbe holds a MSc in Public Administration and a post-graduate diploma in Journalism.



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