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UCITS assets reach EUR9 trillion mark for the first time in March 2015

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The European Fund and Asset Management Association (EFAMA) has published its latest Investment Funds Industry Fact Sheet, which provides net sales of UCITS and non-UCITS for March 2015.

27 associations representing more than 99.6 percent of total UCITS and non-UCITS assets at end March 2015 provided us with net sales and/or net assets data.  
 
The main developments in March 2015 in the reporting countries can be summarized as follows:
 
Net assets of UCITS broke through the EUR9 trillion mark for the first time in March 2015. Net sales remained strong during the month attracting EUR69 billion in net new money, albeit down from EUR87 billion in February. 

That’s according to the European Fund and Asset Management Association’s (EFAMA) latest Investment Funds Industry Fact Sheet.

This reduction in net sales can be attributed to a turnaround in net flows of equity funds and money market funds during the month. 
 
Long-term UCITS (UCITS excluding money market funds) registered a second consecutive month of net inflows of EUR71 billion in March.

Bond funds posted net sales of EUR26 billion, being the same level as February. Equity funds meanwhile, experienced net outflows of EUR3 billion, against net inflows of EUR14 billion in February.

Balanced funds registered a jump in net inflows to EUR39 billion, up from EUR22 billion in February, while money market funds registered a turnaround in net sales in March to post net outflows of EUR2 billion, compared to net inflows of EUR16 billion in February. 
 
Total non-UCITS net sales amounted to EUR18 billion, compared to EUR21 billion in February.  Net sales of special funds (funds reserved to institutional investors) decreased to EUR12 billion during the month from EUR16 billion in February.
 
Total net assets of UCITS stood at EUR9,004 billion at end March 2015, representing a 2.5 percent increase during the month. Total net assets of non-UCITS increased 2.3 percent to stand at EUR3,547 billion at month end.  Overall, total net assets of the European investment fund industry stood at EUR12,551 billion at end March 2015. 
 
Bernard Delbecque, Director of Economics and Research says: “Long-term UCITS continued to attract strong net inflows in March thanks to a leap in net sales of balanced funds, which continued to attract investors by providing broad market, asset class and sector diversification.”
 

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