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September 2014 in Brief


Fund flows in September showed a massive slowdown after strong inflows into mutual funds for the first eight months of the year. Nevertheless, the European mutual fund industry still enjoyed overall net inflows of €3.2bn into long-term mutual funds for September. The overall flow pattern was driven by high inflows into mixed-asset products (+€8.6bn) and—compared to the rest of the year—low flows into bond products (+€1.6bn) as well as outflows from equity funds (-€5.3bn). In addition, alternative/hedge products (-€0.2bn), commodity funds (-€0.4bn), and funds from the “other” peer group (-€1.4bn) suffered net outflows.

Money market products faced net outflows for September, with money market funds losing €12.3bn, while enhanced money market funds enjoyed net inflows of €0.3bn.

With regard to long-term funds it is not surprising that asset allocation products (+€2.9bn) were once again the best selling asset class, followed by mixed-asset conservative (+€2.9bn) and mixed-asset balanced (+€2.5bn) funds as well as bonds EUR corporate investment-grade debt funds (+€2.0bn) and bonds flexible funds (+€1.9bn). At the other end of the spectrum bonds USD corporate high yield once again suffered net outflows (-€4.5bn), bettered by equities Euroland (-€3.2bn) as well as equities Germany (-€2.9bn), bond global high yield (-€1.7bn), and equities United Kingdom (-€1.5bn) more.


European Fund Market Mid-Year 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