What Has Been the Progress and Growth of the Mutual Fund Assets Market in Recent Years?
The mutual fund assets market has seen considerable growth due to a variety of factors.
• The mutual fund assets market has grown rapidly in recent years. It will rise from $671.98 billion in 2024 to $745.82 billion in 2025 at a CAGR of 11.0%.
The growth is linked to stock market performance, rising disposable incomes and savings, tax benefits, the growing importance of retirement planning, and greater financial awareness.
How Does the Forecast Look for the Mutual Fund Assets Market?
The mutual fund assets market is expected to maintain its strong growth trajectory in upcoming years.
• The mutual fund assets market is projected to reach $1116.72 billion by 2029, growing at a CAGR of 10.6%.
Growth is driven by regulatory changes, cross-border investments, greater investor awareness, low-interest rates, and institutional involvement. Key trends include AI and machine learning, blockchain, cloud solutions, and the development of mutual fund management apps.
What Are The Leading Drivers Of Growth In The Mutual Fund Assets Market?
The rising aging population is expected to propel the growth of the mutual fund assets market. As life expectancy increases, more individuals are reaching retirement age and seeking secure investment options. Mutual funds, which offer stability and regular income, are particularly attractive to retirees. In 2022, 12.7 million people in the UK were aged 65 and older, and this number is projected to rise to 22.1 million by 2072, driving demand for mutual fund assets.
How Are The Segments Defined Within The Global Mutual Fund Assets Market?
The 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
Subsegments:
1) By Type: Open-Ended: Equity Mutual Funds, Bond Mutual Funds, Hybrid Mutual Funds, Money Market Funds, Index Funds, Exchange-Traded Funds (ETFS), Close-Ended: Equity Close-Ended Funds, Debt Close-Ended Funds, Interval Funds
2) By Investor Type: Retail: Individual Investors, High Net-Worth Individuals (HNWIS), Affluent Investors, Institutional: Pension Funds, Endowments And Foundations, Insurance Companies, Sovereign Wealth Funds, Corporations
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What Trends Are Shaping The Mutual Fund Assets Market?
Top corporations in the mutual fund assets market are now directing their efforts towards broadening their portfolio to encompass up-and-coming sectors that promise substantial growth. Investments in specialized areas, for instance, eco-friendly technologies or novel industries, are likely to draw investors seeking substantial profits and investments that will remain relevant in the future. In a noteworthy example, Mirae Asset Mutual Fund, an Indian investment firm, pioneered the launch of the Mirae Asset Nifty EV and New Age Automotive ETF, India's inaugural exchange-traded fund exclusively targeting the electric vehicle and contemporary automotive sectors, in June 2024. The primary objective of the ETF is to provide investors with long-lasting capital growth by investing predominantly in the equity of companies thriving in the dynamic automotive industry, including but not limited to, those involved in electric and hybrid vehicles, battery technologies, and automobile parts. The fund's performance will be evaluated based on the Nifty EV and New Age Automotive Total Return Index.
Who Are the Key Players In The Mutual Fund Assets Market?
Major companies operating in the mutual fund assets market are:
• JPMorgan Chase & Co.
• Citigroup Inc.
• Morgan Stanley
• BNP Paribas Asset Management Holding
• Goldman Sachs Group Inc.
• Charles Schwab & Co. Inc.
• BlackRock Inc.
• Principal Financial Group Inc.
• Ameriprise Financial Inc.
• State Street Corporation
• Franklin Resources Inc.
• Capital Group Companies Inc.
• The Vanguard Group Inc.
• Amundi Asset Management US Inc.
• Legg Mason Inc.
• Janus Henderson Group plc
• Federated Hermes Inc.
• OppenheimerFunds Inc.
• Massachusetts Financial Services Company
• Eaton Vance Corp.
• Pacific Investment Management Company LLC
• Dimensional Fund Advisors LP
• Wellington Management Company LLP
• AllianceBernstein L.P.
• Dodge & Cox
• Teachers Insurance and Annuity Association of America (TIAA)
• Putnam Investments LLC
What Is The Most Dominant Region In The Mutual Fund Assets Market?
North America was the largest region in the mutual fund assets market in 2024. 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.
