Welcome to Lipper

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

May 2014 in Brief


Sell in May and go away?

Contrary to this common thesis, the European mutual fund industry enjoyed overall net inflows of €35.3bn into long-term mutual funds for May 2014. Roughly half of these flows were gathered by bond funds (+€18.6bn), followed by mixed-asset products (+€9.7bn) and equity funds (+€6.2bn). The positive trend in May was also reflected in the flows into the other asset types: alternative/hedge funds (+€0.6bn) and funds from the “other” peer group (+€0.3bn) as well as property products (+€0.3bn) enjoyed net inflows. Commodity funds (-€0.4bn) was the only product type facing net outflows for May.

Even money market products posted net inflows for May, with money market funds enjoying inflows of €0.6bn and enhanced money market funds showing inflows of €0.1bn.

With regard to long-term funds, asset allocation products (+€6.1bn) were once again the best selling asset class, followed by bonds emerging markets (+€3.4bn) and equities emerging markets (+€2.8bn) as well as mixed-asset conservative funds (+€2.8bn) and bonds EUR funds (+€2.1bn). At the other end of the spectrum guaranteed funds (-€1.4bn) suffered net outflows, bettered somewhat by equities North America mid-/small-caps (-€0.8bn) as well as equities Switzerland (-€0.8bn), equities United Kingdom (-€0.8bn), and bonds USD (-€0.5bn). Read more


European Fund Market Review - 2014 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 2013. 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