UK Mutual Funds Market Size
| Study Period | 2020 - 2029 |
| Base Year For Estimation | 2023 |
| Market Size (2024) | USD 1.88 Trillion |
| Market Size (2029) | USD 2.27 Trillion |
| CAGR (2024 - 2029) | 3.87 % |
| Market Concentration | Medium |
Major Players
*Disclaimer: Major Players sorted in no particular order |
UK Mutual Funds Market Analysis
The UK Mutual Funds Market size is estimated at USD 1.88 trillion in 2024, and is expected to reach USD 2.27 trillion by 2029, growing at a CAGR of 3.87% during the forecast period (2024-2029).
Factors such as market liquidity, increasing share of financial savings in total household savings, and rising awareness of the investor base contribute towards the market growth in the United Kingdom. An emerging trend of mutual fund assets in the United Kingdom drives the market.
Liquidity denotes the smooth and efficient buying or selling of an asset, with minimal impact on its price. Mutual funds exemplify a highly liquid financial market, thanks to their composition and substantial trading volume.
Mutual funds typically invest in companies of various sizes, with larger companies offering greater liquidity. Furthermore, these funds provide investors with a wide range of highly liquid assets, including stocks and fixed-income securities. The liquidity of mutual funds offers several advantages, such as easy fund switching and flexibility during market volatility. As a result, the market is expected to experience growth during the forecast period due to its high liquidity and associated benefits.
UK Mutual Funds Market Trends
Growing Personal Finance Sector is Driving the Market
The growing personal finance sector in the UK drives the mutual fund market. Personal finance encompasses various financial services aimed at individuals, such as banking, insurance, investments, and retirement planning. People of the UK are becoming more aware of the importance of saving and investing for their future financial well-being, which has increased the demand for investment products such as mutual funds.
Retirement planning has become a major concern for many people in the UK due to an aging population and changes in pension regulations. People want personalized retirement solutions that go beyond traditional pensions. This has expanded services such as self-invested personal pensions (SIPPs) and individual savings accounts (ISAs), which provide tax benefits and greater control over retirement savings. Individuals have turned to alternative investment options in response to the low-interest-rate environment and volatility in other asset classes for ways to grow their wealth through investment vehicles such as stocks, bonds, mutual funds, and exchange-traded funds (ETFs).
Potential for Capital Appreciation is Driving the Market
Capital appreciation refers to growth in the market value of assets or investments. Capital appreciation in equity shares is passive and gradual. It can occur due to macroeconomic and microeconomic factors. In the mutual fund industry, 'growth funds' often invest in capital appreciation funds. These funds invest in young stocks that can grow and increase in value based on the company's improved fundamental metrics.
Mutual funds give investors access to a diverse portfolio of securities by pooling money from multiple investors. Mutual funds can invest in a wide range of assets, including stocks, bonds, and other financial instruments, reducing risks and increasing the potential for capital appreciation.
UK Mutual Funds Industry Overview
The UK Mutual Funds Market report includes an overview of mutual fund companies operating across the UK. The report presents detailed profiling of a few major companies, including product offerings, regulations governing them, their headquarters, and financial performance. Some major players dominating the market are BlackRock Funds, Van Guard, Charles Schwab, JP Morgan, and Barclay Hedge.
UK Mutual Funds Market Leaders
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BlackRock Funds
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JP Morgan
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BNP Paribas Asset Management
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Natixis Investment Managers
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Amundi Asset Management
*Disclaimer: Major Players sorted in no particular order
UK Mutual Funds Market News
- In December 2023, BlackRock introduced a UK version of its LifePath Target Date fund range, aiming to compete with similar offerings from Vanguard and Legal & General Investment Management.
- In September 2023, AEW, an affiliate of Natixis IM specializing in real estate investment, unveiled its inaugural place-based impact investing strategy. This strategy leverages real estate's capacity to provide social and community infrastructure by combining investments that target social and environmental impact.
UK Mutual Funds Market Report - Table of Contents
1. INTRODUCTION
- 1.1 Study Assumptions and Market Definition
- 1.2 Scope of the Study
2. RESEARCH METHODOLOGY
3. EXECUTIVE SUMMARY
4. MARKET INSIGHTS AND DYNAMICS
- 4.1 Market Overview
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4.2 Market Drivers
- 4.2.1 Growing Personal Wealth is Driving the Market
- 4.2.2 Retirement Plannings are Driving the Market
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4.3 Market Restraints
- 4.3.1 Market Volatility and Economic Uncertainties are Restraining the Market
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4.4 Market Opportunities
- 4.4.1 Niche Investment Strategies and Investments in ESG's Create Opportunities for New Entrants in the Market
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4.5 Industry Attractiveness: Porter's Five Forces Analysis
- 4.5.1 Bargaining Power of Buyers
- 4.5.2 Bargaining Power of Suppliers
- 4.5.3 Threat of New Entrants
- 4.5.4 Threat of Substitutes
- 4.5.5 Intensity of Competitive Rivalry
- 4.6 Insights on Industry Policies and Government Regulations
- 4.7 Insights on Various Types of Schemes or Funds Offered in UK Mutual Fund Industry
- 4.8 Insights on Technological Innovations Shaping the Industry
- 4.9 Impact of COVID 19 on the Market
5. MARKET SEGMENTATION
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5.1 By Fund Type
- 5.1.1 Equity
- 5.1.2 Debt
- 5.1.3 Multi-Asset
- 5.1.4 Money Market
- 5.1.5 Other Fund Types
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5.2 By Investor Type
- 5.2.1 Households
- 5.2.2 Monetary Financial Institutions
- 5.2.3 General Government
- 5.2.4 Non-Financial Corporations
- 5.2.5 Insurers & Pension Funds
- 5.2.6 Other Financial Intermediaries
6. COMPETITIVE LANDSCAPE
- 6.1 Market Concentration Overview
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6.2 Company Profiles
- 6.2.1 BlackRock Funds
- 6.2.2 Natixis Investment Managers
- 6.2.3 Charles Schwab
- 6.2.4 JP Morgan
- 6.2.5 BNP Paribas Asset Management
- 6.2.6 Fidelity Investments
- 6.2.7 State Street Global Advisors
- 6.2.8 Capital Group
- 6.2.9 BNY Mellon
- 6.2.10 Amundi Asset Management
- 6.2.11 PIMCO/Allianz
- 6.2.12 Legal and General Investments*
- *List Not Exhaustive
7. MARKET FUTURE TRENDS
8. DISCLAIMER AND ABOUT US
** Subject To AvailablityUK Mutual Funds Industry Segmentation
A mutual fund is a financial vehicle that pools assets from shareholders to invest in securities like stocks, bonds, money market instruments, and other assets. The report's scope includes understanding the UK mutual fund industry, regulatory environment, MF companies, and their business models, detailed market segmentation, current market trends, changes in market dynamics, growth opportunities, and in-depth analysis of the market size and forecast for the various segments.
The UK mutual funds market is segmented by fund type, and investor type. By fund type, the market is sub-segmented into equity, debt, multi-asset, money market, and other fund types. By investor type, the market is sub-segmented into households, monetary financial institutions, general government, non-financial corporations, insurers & pension funds, and other financial intermediaries. The report offers market size and forecasts for the UK mutual funds market in value (USD) for all the above segments.
| By Fund Type | Equity |
| Debt | |
| Multi-Asset | |
| Money Market | |
| Other Fund Types | |
| By Investor Type | Households |
| Monetary Financial Institutions | |
| General Government | |
| Non-Financial Corporations | |
| Insurers & Pension Funds | |
| Other Financial Intermediaries |
UK Mutual Funds Market Research Faqs
How big is the UK Mutual Funds Market?
The UK Mutual Funds Market size is expected to reach USD 1.88 trillion in 2024 and grow at a CAGR of 3.87% to reach USD 2.27 trillion by 2029.
What is the current UK Mutual Funds Market size?
In 2024, the UK Mutual Funds Market size is expected to reach USD 1.88 trillion.
Who are the key players in UK Mutual Funds Market?
BlackRock Funds, JP Morgan, BNP Paribas Asset Management, Natixis Investment Managers and Amundi Asset Management are the major companies operating in the UK Mutual Funds Market.
What years does this UK Mutual Funds Market cover, and what was the market size in 2023?
In 2023, the UK Mutual Funds Market size was estimated at USD 1.81 trillion. The report covers the UK Mutual Funds Market historical market size for years: 2020, 2021, 2022 and 2023. The report also forecasts the UK Mutual Funds Market size for years: 2024, 2025, 2026, 2027, 2028 and 2029.
UK Mutual Funds Industry Report
Statistics for the 2024 UK Mutual Funds market share, size and revenue growth rate, created by Mordor Intelligence™ Industry Reports. UK Mutual Funds analysis includes a market forecast outlook to for 2024 to 2029 and historical overview. Get a sample of this industry analysis as a free report PDF download.
