Welcome to Lipper

Welcome to the source of independent authoritative data and analysis on Europe's mutual fund markets.

Latest News - 05/06/2015:

Broadridge Completes Acquisition of Fiduciary Services and Competitive Intelligence Business from Thomson Reuters. Click here to read the presss release.

June 2015 in Brief

Bond tantrum – an echo of 2013
It began in May but took real shape in June as market uncertainty, fuelled particularly by the latest episode of the Greek debt tragedy, left all the major European bourses registering losses that averaged over 5%. This was a significant correction, not seen since June 2013 when markets went into a brief tantrum following the withdrawal of quantitative easing by the Fed. Then investors pulled €26bn from their bond holdings, most of which was subsequently reinvested although it took six months before the pace of sales was finally restored.

This June the pain was less severe. Clearly, those investors that jumped into the bond markets when Draghi introduced his QE programme earlier in the year were taking their profits before US interest rates inflicted damage to the sector. The biggest beneficiaries of QE were the Euro-denominated bond sectors and they, inevitably, suffered the largest withdrawals. But it was not all doom and gloom for bonds – global and Asian currency options maintained healthy traction. Read more

European Fund Market Review - 2015 Edition

Lipper's annual review of the European funds industry provides 20 pages packed with sales and assets data on activity in different markets, as well as a look at which groups and products prospered in 2014. The report includes unique data on cross-border activity, as well as commentary on various issues that impact the industry over the near term and long term.

You can view the report by clicking here