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Global Mutual Fund Assets Market Size, Share, Forecast: By Fund Type: Equity Funds, Bond Funds, Money Market Funds, Hybrid and other Funds; By Distribution Channel: Banks, Financial Advisors/Brokers, Direct Sellers, Others; By Investor Type: Institutional, Individual; Regional Analysis; Market Dynamics; Competitive Landscape; 2024-2032
Global Mutual Fund Assets Market Outlook
The global mutual fund assets market size reached approximately USD 65.54 trillion in 2023. The market is further projected to grow at a CAGR of 10.9% between 2024 and 2032, reaching a value of USD 166.31 trillion by 2032.
Key Trends in the Market
Mutual fund assets are liquid assets and shares that can be sold at any time. This financial vehicle pools assets from shareholders and are operated by professional money managers who attempt to produce income or capital gains for the investors of the fund.
- Increasing awareness about the benefits of investing in mutual fund assets, including liquidity, customisability, and professional management, is a key trend propelling the mutual fund assets market growth. Mutual funds also offer diversification benefits to the investors, spreading out the risk among various investments rather than a single one.
- Growing support and initiatives taken by various governments to educate the general population about the existence and benefits of investing in mutual funds in an unbiased manner are boosting the confidence of individuals in these assets, leading to the market growth.
- Rapid digitalisation in the mutual fund sector is facilitating easy access of investors to complex services and enabling reduction in costs and centralisation of investment and related processes, adding to the comfort of investors. The convenience offered by such features encourages more people to invest in mutual funds, supporting the mutual fund assets market development.
Market Analysis
On the basis of type, the market is divided into equity funds, bond funds, money market funds, and hybrid and other funds. Based on distribution channel, the market is segregated into banks, financial advisors/ brokers, and direct sellers, among others. On the basis of investor type, the market is bifurcated into institutional and individual. Based on region, the market is segmented into North America, Europe, the Asia Pacific, Latin America, and the Middle East and Africa.
The comprehensive EMR report provides an in-depth assessment of the market based on the Porter's five forces model along with giving a SWOT analysis. The report gives a detailed analysis of the following key players in the global mutual fund assets market, covering their competitive landscape and latest developments like mergers, acquisitions, investments, and expansion plans.
- BlackRock, Inc.
- BNP Paribas Asset Management Holding
- Capital Group
- Citigroup Inc.
- Goldman Sachs Asset Management L. P.
- JPMorgan Chase & Co.
- Morgan Stanley Fund Services
- PIMCO (Allianz Asset Management of America LLC)
- The Vanguard Group, Inc.
- Others
Market Share by Type
Equity funds are expected to account for a significant share of the market as these funds invest predominantly in the stocks and shares of companies. The various features of equity funds such as professional money management, diversification, and systematic withdrawals and investments along with the analysis of current and potential holdings for funds are aiding the segment growth. Additionally, equity funds can also be divided on the basis of market capitalisation into large, mid, and small or micro cap funds.
Market Share by Region
The mutual fund assets market demand is anticipated to witness significant growth in the Asia Pacific region over the forecast period due to the strong performance of equity funds and increased net inflow in equity schemes. Additionally, a large number of first-time investors and newly working professionals are heavily investing through SIPs because of the simplicity of registration through various fintech portals. Rising disposable incomes, increasing wealth, and growing middle class population are also contributing towards the market expansion in the Asia Pacific.
Competitive Landscape
BlackRock, Inc., established in 1988 is one of the world's leading providers of risk management solutions and investment advisory services. They provide tools and technology to help individuals meet their needs, achieve their retirement goals, and build wealth.
BNP Paribas Asset Management Holding is known for offering financial planning, portfolio management, and investment advisory services for institutional investors, funds, and individuals. The company was founded in 2007 and is headquartered in Paris, France.
Capital Group offers a wide range of products focused on active management and investment services for high net worth individuals, among others. The company was established in 1931 and is headquartered in California, United States.
Other mutual fund assets market key players include Citigroup Inc., Goldman Sachs Asset Management L. P., JPMorgan Chase & Co., Morgan Stanley Fund Services, PIMCO (Allianz Asset Management of America LLC), and The Vanguard Group, Inc., among others.
Key Highlights of the Report
| REPORT FEATURES | DETAILS |
| Base Year | 2023 |
| Historical Period | 2018-2023 |
| Forecast Period | 2024-2032 |
| Scope of the Report |
Historical and Forecast Trends, Industry Drivers and Constraints, Historical and Forecast Market Analysis by Segment:
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| Breakup by Fund Type |
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| Breakup by Distribution Channel |
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| Breakup by Investor Type |
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| Breakup by Region |
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| Market Dynamics |
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| Competitive Landscape |
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| Companies Covered |
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*While we strive to always give you current and accurate information, the numbers depicted on the website are indicative and may differ from the actual numbers in the main report. At Expert Market Research, we aim to bring you the latest insights and trends in the market. Using our analyses and forecasts, stakeholders can understand the market dynamics, navigate challenges, and capitalize on opportunities to make data-driven strategic decisions.
1 Preface
2 Report Coverage – Key Segmentation and Scope
3 Report Description
3.1 Market Definition and Outlook
3.2 Properties and Applications
3.3 Market Analysis
3.4 Key Players
4 Key Assumptions
5 Executive Summary
5.1 Overview
5.2 Key Drivers
5.3 Key Developments
5.4 Competitive Structure
5.5 Key Industrial Trends
6 Market Snapshot
6.1 Global
6.2 Regional
7 Opportunities and Challenges in the Market
8 Global Mutual Fund Assets Market Analysis
8.1 Key Industry Highlights
8.2 Global Mutual Fund Assets Historical Market (2018-2023)
8.3 Global Mutual Fund Assets Market Forecast (2024-2032)
8.4 Global Mutual Fund Assets Market by Fund Type
8.4.1 Equity Funds
8.4.1.1 Historical Trend (2018-2023)
8.4.1.2 Forecast Trend (2024-2032)
8.4.2 Bond Funds
8.4.2.1 Historical Trend (2018-2023)
8.4.2.2 Forecast Trend (2024-2032)
8.4.3 Money Market Funds
8.4.3.1 Historical Trend (2018-2023)
8.4.3.2 Forecast Trend (2024-2032)
8.4.4 Hybrid and other Funds
8.4.4.1 Historical Trend (2018-2023)
8.4.4.2 Forecast Trend (2024-2032)
8.5 Global Mutual Fund Assets Market by Distribution Channel
8.5.1 Banks
8.5.1.1 Historical Trend (2018-2023)
8.5.1.2 Forecast Trend (2024-2032)
8.5.2 Financial Advisors/Brokers
8.5.2.1 Historical Trend (2018-2023)
8.5.2.2 Forecast Trend (2024-2032)
8.5.3 Direct Sellers
8.5.3.1 Historical Trend (2018-2023)
8.5.3.2 Forecast Trend (2024-2032)
8.5.4 Others
8.6 Global Mutual Fund Assets Market by Investor Type
8.6.1 Institutional
8.6.1.1 Historical Trend (2018-2023)
8.6.1.2 Forecast Trend (2024-2032)
8.6.2 Individual
8.6.2.1 Historical Trend (2018-2023)
8.6.2.2 Forecast Trend (2024-2032)
8.7 Global Mutual Fund Assets Market by Region
8.7.1 North America
8.7.1.1 Historical Trend (2018-2023)
8.7.1.2 Forecast Trend (2024-2032)
8.7.2 Europe
8.7.2.1 Historical Trend (2018-2023)
8.7.2.2 Forecast Trend (2024-2032)
8.7.3 Asia Pacific
8.7.3.1 Historical Trend (2018-2023)
8.7.3.2 Forecast Trend (2024-2032)
8.7.4 Latin America
8.7.4.1 Historical Trend (2018-2023)
8.7.4.2 Forecast Trend (2024-2032)
8.7.5 Middle East and Africa
8.7.5.1 Historical Trend (2018-2023)
8.7.5.2 Forecast Trend (2024-2032)
9 North America Mutual Fund Assets Market Analysis
9.1 United States of America
9.1.1 Historical Trend (2018-2023)
9.1.2 Forecast Trend (2024-2032)
9.2 Canada
9.2.1 Historical Trend (2018-2023)
9.2.2 Forecast Trend (2024-2032)
10 Europe Mutual Fund Assets Market Analysis
10.1 United Kingdom
10.1.1 Historical Trend (2018-2023)
10.1.2 Forecast Trend (2024-2032)
10.2 Germany
10.2.1 Historical Trend (2018-2023)
10.2.2 Forecast Trend (2024-2032)
10.3 France
10.3.1 Historical Trend (2018-2023)
10.3.2 Forecast Trend (2024-2032)
10.4 Italy
10.4.1 Historical Trend (2018-2023)
10.4.2 Forecast Trend (2024-2032)
10.5 Others
11 Asia Pacific Mutual Fund Assets Market Analysis
11.1 China
11.1.1 Historical Trend (2018-2023)
11.1.2 Forecast Trend (2024-2032)
11.2 Japan
11.2.1 Historical Trend (2018-2023)
11.2.2 Forecast Trend (2024-2032)
11.3 India
11.3.1 Historical Trend (2018-2023)
11.3.2 Forecast Trend (2024-2032)
11.4 ASEAN
11.4.1 Historical Trend (2018-2023)
11.4.2 Forecast Trend (2024-2032)
11.5 Australia
11.5.1 Historical Trend (2018-2023)
11.5.2 Forecast Trend (2024-2032)
11.6 Others
12 Latin America Mutual Fund Assets Market Analysis
12.1 Brazil
12.1.1 Historical Trend (2018-2023)
12.1.2 Forecast Trend (2024-2032)
12.2 Argentina
12.2.1 Historical Trend (2018-2023)
12.2.2 Forecast Trend (2024-2032)
12.3 Mexico
12.3.1 Historical Trend (2018-2023)
12.3.2 Forecast Trend (2024-2032)
12.4 Others
13 Middle East and Africa Mutual Fund Assets Market Analysis
13.1 Saudi Arabia
13.1.1 Historical Trend (2018-2023)
13.1.2 Forecast Trend (2024-2032)
13.2 United Arab Emirate
13.2.1 Historical Trend (2018-2023)
13.2.2 Forecast Trend (2024-2032)
13.3 Nigeria
13.3.1 Historical Trend (2018-2023)
13.3.2 Forecast Trend (2024-2032)
13.4 South Africa
13.4.1 Historical Trend (2018-2023)
13.4.2 Forecast Trend (2024-2032)
13.5 Others
14 Market Dynamics
14.1 SWOT Analysis
14.1.1 Strengths
14.1.2 Weaknesses
14.1.3 Opportunities
14.1.4 Threats
14.2 Porter’s Five Forces Analysis
14.2.1 Supplier’s Power
14.2.2 Buyer’s Power
14.2.3 Threat of New Entrants
14.2.4 Degree of Rivalry
14.2.5 Threat of Substitutes
14.3 Key Indicators for Demand
14.4 Key Indicators for Price
15 Value Chain Analysis
16 Competitive Landscape
16.1 Market Structure
16.2 Company Profiles
16.2.1 BlackRock, Inc.
16.2.1.1 Company Overview
16.2.1.2 Product Portfolio
16.2.1.3 Demographic Reach and Achievements
16.2.1.4 Certifications
16.2.2 BNP Paribas Asset Management Holding
16.2.2.1 Company Overview
16.2.2.2 Product Portfolio
16.2.2.3 Demographic Reach and Achievements
16.2.2.4 Certifications
16.2.3 Capital Group
16.2.3.1 Company Overview
16.2.3.2 Product Portfolio
16.2.3.3 Demographic Reach and Achievements
16.2.3.4 Certifications
16.2.4 Citigroup Inc.
16.2.4.1 Company Overview
16.2.4.2 Product Portfolio
16.2.4.3 Demographic Reach and Achievements
16.2.4.4 Certifications
16.2.5 Goldman Sachs Asset Management L. P.
16.2.5.1 Company Overview
16.2.5.2 Product Portfolio
16.2.5.3 Demographic Reach and Achievements
16.2.5.4 Certifications
16.2.6 JPMorgan Chase & Co.
16.2.6.1 Company Overview
16.2.6.2 Product Portfolio
16.2.6.3 Demographic Reach and Achievements
16.2.6.4 Certifications
16.2.7 Morgan Stanley Fund Services
16.2.7.1 Company Overview
16.2.7.2 Product Portfolio
16.2.7.3 Demographic Reach and Achievements
16.2.7.4 Certifications
16.2.8 PIMCO (Allianz Asset Management of America LLC)
16.2.8.1 Company Overview
16.2.8.2 Product Portfolio
16.2.8.3 Demographic Reach and Achievements
16.2.8.4 Certifications
16.2.9 The Vanguard Group, Inc.
16.2.9.1 Company Overview
16.2.9.2 Product Portfolio
16.2.9.3 Demographic Reach and Achievements
16.2.9.4 Certifications
16.2.10 Others
17 Key Trends and Developments in the Market
List of Key Figures and Tables
1. Global Mutual Fund Assets Market: Key Industry Highlights, 2018 and 2032
2. Global Mutual Fund Assets Historical Market: Breakup by Fund Type (USD Trillion), 2018-2023
3. Global Mutual Fund Assets Market Forecast: Breakup by Fund Type (USD Trillion), 2024-2032
4. Global Mutual Fund Assets Historical Market: Breakup by Distribution Channel (USD Trillion), 2018-2023
5. Global Mutual Fund Assets Market Forecast: Breakup by Distribution Channel (USD Trillion), 2024-2032
6. Global Mutual Fund Assets Historical Market: Breakup by Investor Type (USD Trillion), 2018-2023
7. Global Mutual Fund Assets Market Forecast: Breakup by Investor Type (USD Trillion), 2024-2032
8. Global Mutual Fund Assets Historical Market: Breakup by Region (USD Trillion), 2018-2023
9. Global Mutual Fund Assets Market Forecast: Breakup by Region (USD Trillion), 2024-2032
10. North America Mutual Fund Assets Historical Market: Breakup by Country (USD Trillion), 2018-2023
11. North America Mutual Fund Assets Market Forecast: Breakup by Country (USD Trillion), 2024-2032
12. Europe Mutual Fund Assets Historical Market: Breakup by Country (USD Trillion), 2018-2023
13. Europe Mutual Fund Assets Market Forecast: Breakup by Country (USD Trillion), 2024-2032
14. Asia Pacific Mutual Fund Assets Historical Market: Breakup by Country (USD Trillion), 2018-2023
15. Asia Pacific Mutual Fund Assets Market Forecast: Breakup by Country (USD Trillion), 2024-2032
16. Latin America Mutual Fund Assets Historical Market: Breakup by Country (USD Trillion), 2018-2023
17. Latin America Mutual Fund Assets Market Forecast: Breakup by Country (USD Trillion), 2024-2032
18. Middle East and Africa Mutual Fund Assets Historical Market: Breakup by Country (USD Trillion), 2018-2023
19. Middle East and Africa Mutual Fund Assets Market Forecast: Breakup by Country (USD Trillion), 2024-2032
20. Global Mutual Fund Assets Market Structure
Key Questions Answered in the Report
The market reached a value of approximately USD 65.54 trillion in 2023.
The market is projected to grow at a CAGR of 10.9% between 2024 and 2032.
The market is estimated to witness a healthy growth in the forecast period of 2024-2032 to reach USD 166.31 trillion by 2032.
The major market drivers include diversification of assets and growing financial literacy among the population.
The key trends fuelling the growth of the market include growing awareness about the benefits of investing in mutual fund assets, rising government initiatives to educate people about mutual funds, and increasing digitalisation in the sector.
The major regions in the market are North America, Europe, the Asia Pacific, Latin America, and the Middle East and Africa.
The various distribution channels include banks, financial advisors/ brokers, and direct sellers, among others.
The key players in the market are BlackRock, Inc., BNP Paribas Asset Management Holding, Capital Group, Citigroup Inc., Goldman Sachs Asset Management L. P., JPMorgan Chase & Co., Morgan Stanley Fund Services, PIMCO (Allianz Asset Management of America LLC), and The Vanguard Group, Inc., among others.
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