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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