Global Mutual Fund Assets Market size was valued at USD 524.2 Billion in 2024 and is expected to reach USD 12300.3 Billion by 2033, at a CAGR of 12.7% during the forecast period 2024 -2033.

Mutual Fund Assets Market: Overview

Mutual fund assets represent the collective value of investments held by a mutual fund, comprising stocks, bonds, and other securities. These assets serve as a barometer of investor sentiment, economic conditions, and financial market performance.

The growth of mutual fund assets is influenced by various factors, including market trends, investor preferences, regulatory changes, and economic indicators. In recent years, mutual fund assets have seen significant expansion globally, driven by increasing investor participation, growing wealth accumulation, and the proliferation of retirement savings plans.

Institutional investors, such as pension funds and insurance companies, often allocate substantial portions of their portfolios to mutual funds to diversify risk and achieve long-term investment objectives. Additionally, technological advancements and the rise of digital investment platforms have democratized access to mutual funds, attracting a broader base of retail investors.

Moreover, the evolution of fund management strategies, including the introduction of passive index-tracking funds and actively managed funds, has contributed to the diversification and sophistication of mutual fund offerings. Overall, mutual fund assets play a crucial role in the global financial ecosystem, providing investors with opportunities for wealth accumulation, portfolio diversification, and exposure to a wide range of asset classes.

By Fund Type, the Equity Funds segment held the highest market share in 2023 and is expected to keep its dominance during the forecast period 2024-2033. Equity funds are a type of mutual fund that primarily invests in stocks or equities. These funds pool money from investors to purchase shares of publicly traded companies, aiming to generate capital appreciation over the long term.

By Investor Type, the Institutional segment held the highest market share in 2023 and is expected to keep its dominance during the forecast period 2024-2033. Institutional investors differ from individual retail investors in terms of the scale of their investments, their investment objectives, and their approach to portfolio management. They typically have longer investment horizons and can withstand greater volatility compared to retail investors.

By Distribution Channel, the Banks segment held the highest market share in 2023 and is expected to keep its dominance during the forecast period 2024-2033. Banks are financial institutions that provide a wide range of services to individuals, businesses, and governments.

They play crucial roles in the economy by facilitating the flow of money, providing liquidity, and offering various financial products and services.

North America dominates mutual fund assets with mature financial services, diverse product offerings from institutions like Vanguard and BlackRock, and strong investor confidence, fueled by regulatory stability and technological accessibility.

Vanguard is the largest issuer of mutual funds in the world and the third-largest issuer of exchange-traded funds (ETFs), ranked by assets as of May 2024.

Report Scope

Feature of the ReportDetails
Market Size in 2024USD 524.2 Billion
Projected Market Size in 2033USD 12300.3 Billion
Market Size in 2023USD 512.4 Billion
CAGR Growth Rate12.7% CAGR
Base Year2023
Forecast Period2024-2033
Key SegmentBy Fund Type, Investor Type, Distribution Channel and Region
Report CoverageRevenue Estimation and Forecast, Company Profile, Competitive Landscape, Growth Factors and Recent Trends
Regional ScopeNorth America, Europe, Asia Pacific, Middle East & Africa, and South & Central America
Buying OptionsRequest tailored purchasing options to fulfil your requirements for research.

CMI has comprehensively analyzed the Global Mutual Fund Assets market. The driving forces, restraints, challenges, opportunities, and key trends have been explained in depth to depict depth scenarios of the market. Segment wise market size and market share during the forecast period are duly addressed to portray the probable picture of this Global Mutual Fund Assets industry.

The competitive landscape includes key innovators, after market service providers, market giants as well as niche players are studied and analyzed extensively concerning their strengths, weaknesses as well as value addition prospects. In addition, this report covers key players profiling, market shares, mergers and acquisitions, consequent market fragmentation, new trends and dynamics in partnerships.

List of the prominent players in the Mutual Fund Assets Market:

  • BlackRock Inc.
  • BNP Paribas
  • Capital Group Companies
  • Citigroup Inc.
  • JPMorgan Chase & Co.
  • Morgan Stanley
  • PIMCO (Allianz SE)
  • The Goldman Sachs Group Inc.
  • The Vanguard Group Inc
  • State Street Corporation
  • Others

The Mutual Fund Assets Market is segmented as follows:

By Fund Type

  • Equity Funds
  • Bond Funds
  • Money Market Funds
  • Hybrid & Other Funds

By Investor Type

  • Institutional
  • Individual

By Distribution Channel

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

Regional Coverage:

North America

  • U.S.
  • Canada
  • Mexico
  • Rest of North America

Europe

  • Germany
  • France
  • U.K.
  • Russia
  • Italy
  • Spain
  • Netherlands
  • Rest of Europe

Asia Pacific

  • China
  • Japan
  • India
  • New Zealand
  • Australia
  • South Korea
  • Taiwan
  • Rest of Asia Pacific

The Middle East & Africa

  • Saudi Arabia
  • UAE
  • Egypt
  • Kuwait
  • South Africa
  • Rest of the Middle East & Africa

Latin America

  • Brazil
  • Argentina
  • Rest of Latin America