Mutual fund assets refer to the total value of the investments held within a mutual fund. These assets are composed of various securities and financial instruments that the fund manages on behalf of its investors. The value of mutual fund assets fluctuates based on the performance of the underlying investments and market conditions.
Mutual Fund Assets Global Market Report 2024 provides data on the global mutual fund assets market such as market size, growth forecasts, segments and geographies, competitive landscape including leading competitors’ revenues, profiles and market shares. The mutual fund assets market report identifies opportunities and strategies based on market trends and leading competitors’ approaches.
The mutual fund assets market has experienced rapid growth, expanding from $608.42 billion in 2023 to $671.98 billion in 2024 at a CAGR of 10.4%. This growth is driven by strong stock market performance, increased savings, and tax benefits associated with mutual fund investments. By 2028, the market is projected to reach $1,010.51 billion, fueled by the rise of institutional investors, evolving regulations, and the adoption of AI, blockchain, and mobile apps in fund management.
The growing aging population is expected to boost the mutual fund assets market. This demographic includes individuals aged 65 and older, a group that is expanding due to increased life expectancy and lower birth rates. As people approach retirement, they typically shift from high-risk investments to more stable, income-generating mutual funds. This trend is contributing to the growth of the mutual fund market. The United Nations forecasts that the global population of people aged 65 and above will more than double from 761 million in 2021 to 1.6 billion by 2050, representing one in six people globally.
Get Your Free Sample Of The Global Mutual Fund Assets Market ReportThe mutual fund assets market covered in this report is segmented –
1) By Type: Open-Ended, Close-Ended
2) By Investor Type: Retail, Institutional
3) By Investment Strategy: Equity Strategy, Fixed Income Strategy, Multi-Asset Or Balanced Strategy, Sustainable Strategy, Money Market Strategy, Other Investment Strategy
4) By Investment Style: Active, Passive
5) By Distribution Channel: Direct Sales, Financial Advisor, Broker-Dealer, Banks, Other Distribution Channels
Companies in the mutual fund market are increasingly focusing on diversifying their assets by targeting emerging sectors with strong growth potential. Investing in niche industries, such as sustainable technologies or innovative fields, can attract investors seeking high returns and future-proof investments. For example, Mirae Asset Mutual Fund, based in India, introduced India's first ETF dedicated to the electric vehicle and new-age automotive industries in June 2024. This ETF aims to provide long-term capital growth by investing in companies involved in electric and hybrid vehicles, battery technologies, and automotive parts, tracking the Nifty EV and New Age Automotive Total Return Index.
North America was the largest region in the mutual fund assets market in 2023. Asia Pacific is expected to be the fastest-growing region in the forecast period. The regions covered in the mutual fund assets market report are Asia-Pacific, Western Europe, Eastern Europe, North America, South America, Middle East, Africa.