Mutual Fund Assets Market Report and Forecast 2024-2032

According to the report, the global mutual fund assets market grew substantially in 2023. Aided by the escalating interest in diversified investment portfolios and the inherent promise of returns associated with mutual funds, the market is projected to further grow at a CAGR of 10.9% between 2024 and 2032.

Mutual funds amalgamate funds from numerous investors to purchase a diversified portfolio of stocks, bonds, or other securities. This mode of collective investment not only minimises risks but also provides an opportunity for individual investors to access professionally managed, diversified portfolios, which might be difficult with a smaller amount of capital. Their inherent structure, offering a mix of liquidity and potential growth, has cemented their popularity amongst both novice and seasoned investors.

As per the mutual fund assets market analysis, the burgeoning appeal of mutual funds can be attributed to several key drivers. Firstly, the escalating financial literacy rates across the globe have led to a surge in awareness about the importance of saving and investing. Coupled with this is the allure of higher returns when compared to traditional savings methods, making mutual funds an attractive proposition.

Furthermore, the rise of digital platforms has revolutionised the mutual fund landscape and further contribute to the mutual fund assets market growth. Online platforms and applications have made it simpler than ever for investors to browse, compare, invest in, and monitor mutual funds, offering both convenience and transparency. This digital shift has particularly resonated with the younger generation, who are increasingly seeking digital solutions for their financial planning.

Additionally, the diversification that mutual funds offer ensures risk mitigation and further increase value of the mutual fund assets market size. Given the volatile nature of markets, investing only in stocks of one company, can be perilous. Mutual funds, by distributing investments across a plethora of securities, shield investors from drastic losses.

The asset management industry has also been proactive in launching innovative mutual fund products catering to the varied needs of investors. From funds focusing on environmental, social, and governance (ESG) criteria to those targeting specific sectors or geographies, there is a fund for every risk appetite and investment goal, and it propels the mutual fund assets market demand.

Market Segmentation

The market can be divided based on fund type, distribution channel, investor type, and region.

Market Breakup by Fund Type

• Equity Funds
• Bond Funds
• Money Market Funds
• Hybrid and other Funds

Market Breakup by Distribution Channel

• Banks
• Financial Advisors/Brokers
• Direct Sellers
• Others

Market Breakup by Investor

• Institutional
• Individual

Market Breakup by Region

• North America
• Europe
• Asia Pacific
• Latin America
• Middle East and Africa

Competitive Landscape

The report looks into the market shares, plant turnarounds, capacities, investments, and mergers and acquisitions, among other major developments, of the leading companies operating in the global mutual fund assets market. Some of the major players explored in the report are as follows:

• 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