Welcome to Lipper

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

June 2014 in Brief

Once again, European investors favour bond funds

The European mutual funds industry enjoyed overall net inflows of €38.1bn into long-term mutual funds for June 2014, which drove up the net inflows for the first half of 2014 to €244.1bn. The net inflows for June were driven mainly by flows into bond funds (+€19.2bn), followed by mixed-asset funds (+€12.1bn) and equity products (+€6.0bn). Also, property products (+€0.8bn) as well as alternative/hedge funds (+€0.5bn) saw net inflows, while commodity funds (-€0.001bn) and funds from the “other” peer group (-€0.5bn) faced outflows.

In addition to the long-term mutual funds, enhanced money market products enjoyed net inflows of €0.3bn, while money market funds themselves faced net outflows of €10.9bn for June. Despite these outflows, money market funds still posted net inflows of €6.0bn for the first half of 2014.

With regard to long-term funds, asset allocation products (+€6.6bn) were the best selling asset class, followed by bonds flexible (+€3.1bn) and bonds global currencies (+€2.9bn) as well as equities Europe (+€2.9bn) and mixed-asset balanced (+€2.7bn). At the other end of the spectrum equities global (-€3.4bn) suffered net outflows, bettered by bonds GBP corporate investment-grade (-€2.6bn) as well as bonds USD corporate high yield (-€1.8bn), guaranteed funds (-€1.0bn), and equities Germany (-€0.8bn). Read 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