Welcome to Lipper

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

November 2014 in Brief

After a weak October long-term mutual funds in Europe enjoyed net inflows (+€21.6bn) for November. These inflows were mainly driven by inflows into mixed-asset funds (+€10.3bn) and bond funds (+€9.0bn), but equity funds (+€3.3bn) and property funds (+€0.7bn) also contributed positively to the flows. On the other hand, alternative/hedge products (-€0.3bn), “other” funds (-€0.7bn), and commodity funds (-€0.7bn) suffered net outflows for November.

Opposite to long-term products, money market products faced net outflows for November; money market funds posted outflows of €11.1bn, while enhanced money market funds enjoyed net inflows of €0.4bn.

According to the overall net flows, asset allocation (+€6.4bn) was the best selling sector with regard to long-term funds, followed by bonds EUR corporate investment-grade funds (+€4.3bn) and bond EUR funds (+€2.7bn) as well as bonds flexible funds (+€2.6bn) and equities North America funds (+€2.4bn). At the other end of the spectrum equities Germany funds suffered net outflows (-€2.6bn), bettered somewhat by equities Euroland funds (-€1.4bn) as well as target maturity Euroland funds (-€1.4bn), equities United Kingdom funds (-€1.2bn), and guaranteed funds (-€0.9bn). 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