Europe Mutual Fund Industry Market Size (2024 - 2029)

Europe Mutual Fund Market Analysis

The Europe Mutual Fund Industry in terms of assets under management value is expected to grow from USD 33.89 trillion in 2024 to USD 43.80 trillion by 2029, at a CAGR of greater than 5% during the forecast period (2024-2029).

The outbreak of the COVID-19 pandemic had a significant impact on the global economy, including the mutual fund industry in Europe. The pandemic caused a sharp increase in market volatility, with stock markets experiencing significant declines followed by periods of recovery. This volatility affected mutual fund performance and resulted in fluctuations in asset values. To cope with lockdowns and social distancing measures, mutual fund companies had to quickly transition to remote work arrangements and enhance their digital capabilities. This accelerated the adoption of digital processes, including online transactions, customer service, and fund reporting. As vaccination efforts progress and economies start to recover, the mutual fund industry is expected to rebound. However, uncertainties remain, and the industry will continue to adapt to changing market dynamics and evolving investor preferences.

As the virus swept across Europe, stock prices in European financial markets began to decrease, and volatility began to rise. European equities markets began to rise after reaching low troughs in late March but at a slower pace than the US share market. The COVID-19 crisis sparked widespread panic and a rush for cash. Both money market funds and long-term funds saw outflows among UCITS. Europe funds and exchange-traded funds (ETFs) are mutual funds that invest in stocks from all around Europe. These funds will provide multi- or single-nation exposure across a diverse spectrum of developed and emerging economies, market capitalizations, currencies, and industry sectors.

In Europe, UCITS funds have the flexibility to invest in any country in the region once registered in any one member country. Debt securities are preferred in the region over equity securities funds. Total assets under management have continuously expanded over the years, reaching USD 31 trillion (or 182% of European GDP) in the previous year, with roughly 54.9% being managed on behalf of investment funds and 45% being managed on behalf of discretionary mandates.

Europe Mutual Fund Industry Segmentation

The report's scope includes an understanding of the European mutual fund industry, regulatory environment, MF companies and their business models, detailed market segmentation, product types, current market trends, changes in market dynamics, and growth opportunities. In-depth analysis of the market size and forecast for the various segments. 

Europe's mutual fund companies are segmented by fund type (equity, debt, multi-asset, money market, other fund types), investor type (households, monetary financial institutions, general government, non-financial corporations, insurers and pension funds, and other financial intermediaries), and geography (Luxembourg, Ireland, Germany, France, the United Kingdom, the Netherlands, Italy, and the Rest of Europe). 

The report offers market size and forecasts for Europe's mutual fund industry in value (USD) for all the above segments.