UK Mutual Funds Market Size (2024 - 2029)

The UK Mutual Funds Market is projected to experience growth over the forecast period, driven by factors such as enhanced market liquidity, an increasing proportion of financial savings within total household savings, and a growing awareness among investors. The market's expansion is supported by the liquidity of mutual funds, which allows for efficient buying and selling with minimal price impact. This liquidity, coupled with the diverse range of assets offered by mutual funds, provides investors with flexibility and ease during market fluctuations, contributing to the overall growth of the market.

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Market Size of UK Mutual Funds Industry

UK Mutual Funds Market Summary
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

UK Mutual Funds Market 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 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
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UK Mutual Funds Market Size Summary

The UK Mutual Funds Market is poised for steady growth, driven by factors such as market liquidity, an increasing share of financial savings in household savings, and heightened investor awareness. The market benefits from the inherent liquidity of mutual funds, which allows for efficient buying and selling of assets with minimal price impact. This liquidity is bolstered by the funds' investments in companies of various sizes, particularly larger firms that offer greater liquidity. The flexibility and ease of fund switching during market volatility further enhance the appeal of mutual funds, contributing to the market's expansion. Additionally, the growing personal finance sector in the UK, with its focus on banking, insurance, investments, and retirement planning, is fueling demand for mutual funds as individuals seek to secure their financial futures.

The mutual fund industry in the UK is also influenced by the need for personalized retirement solutions, driven by an aging population and changes in pension regulations. This has led to the popularity of self-invested personal pensions (SIPPs) and individual savings accounts (ISAs), which offer tax benefits and greater control over retirement savings. In a low-interest-rate environment, investors are increasingly turning to mutual funds and other investment vehicles to grow their wealth. The market is characterized by a diverse portfolio of securities, including stocks and bonds, which helps reduce risks and enhance the potential for capital appreciation. Major players in the market, such as BlackRock Funds, JP Morgan, and Vanguard, continue to innovate and expand their offerings, further shaping the competitive landscape.

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UK Mutual Funds Market Size - Table of Contents

  1. 1. MARKET INSIGHTS AND DYNAMICS

    1. 1.1 Market Overview

    2. 1.2 Market Drivers

      1. 1.2.1 Growing Personal Wealth is Driving the Market

      2. 1.2.2 Retirement Plannings are Driving the Market

    3. 1.3 Market Restraints

      1. 1.3.1 Market Volatility and Economic Uncertainties are Restraining the Market

    4. 1.4 Market Opportunities

      1. 1.4.1 Niche Investment Strategies and Investments in ESG's Create Opportunities for New Entrants in the Market

    5. 1.5 Industry Attractiveness: Porter's Five Forces Analysis

      1. 1.5.1 Bargaining Power of Buyers

      2. 1.5.2 Bargaining Power of Suppliers

      3. 1.5.3 Threat of New Entrants

      4. 1.5.4 Threat of Substitutes

      5. 1.5.5 Intensity of Competitive Rivalry

    6. 1.6 Insights on Industry Policies and Government Regulations

    7. 1.7 Insights on Various Types of Schemes or Funds Offered in UK Mutual Fund Industry

    8. 1.8 Insights on Technological Innovations Shaping the Industry

    9. 1.9 Impact of COVID 19 on the Market

  2. 2. MARKET SEGMENTATION

    1. 2.1 By Fund Type

      1. 2.1.1 Equity

      2. 2.1.2 Debt

      3. 2.1.3 Multi-Asset

      4. 2.1.4 Money Market

      5. 2.1.5 Other Fund Types

    2. 2.2 By Investor Type

      1. 2.2.1 Households

      2. 2.2.2 Monetary Financial Institutions

      3. 2.2.3 General Government

      4. 2.2.4 Non-Financial Corporations

      5. 2.2.5 Insurers & Pension Funds

      6. 2.2.6 Other Financial Intermediaries

UK Mutual Funds Market Size FAQs

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.

In 2024, the UK Mutual Funds Market size is expected to reach USD 1.88 trillion.

UK Mutual Funds Market Report Snapshots

UK Mutual Funds Market Size & Share Analysis - Growth Trends & Forecasts (2024 - 2029)