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  • 20 August 2018

Euro area investment fund statistics: second quarter of 2018

Chart 1

Investment fund shares/units issued

(EUR billions; not seasonally adjusted)

Data for investment fund shares/units issued

In the second quarter of 2018 the outstanding amount of shares/units issued by investment funds other than money market funds was €200 billion higher than in the first quarter of 2018. This development was accounted for by €107 billion in price and other changes and €93 billion in net issuance of shares/units. The annual growth rate of shares/units issued by investment funds other than money market funds, calculated on the basis of transactions, was 6.5% in the second quarter of 2018.

Chart 2

Debt securities - investment funds' net purchases by issuer sector

(EUR billions; not seasonally adjusted)

Data for investment funds' net purchases of debt securities

Chart 3

Equity and investment fund shares/units - investment funds' net purchases by issuer sector

(EUR billions; not seasonally adjusted)

Data for investment funds' net purchases of equity and investment fund shares/units

Within the assets of investment funds other than money market funds, the annual growth rate of debt securities was 6.4% in the second quarter of 2018, with transactions amounting to €1 billion during this period. In the case of equity, the corresponding annual growth rate was 5.6%, with transactions totalling €14 billion. For holdings of investment fund shares/units, the annual growth rate was 6.0% and transactions amounted to €4 billion.

Chart 4

Transactions by type of investment funds

(EUR billions; not seasonally adjusted)

Data for transactions by type of investment funds

In terms of the type of investment fund, the annual growth rate of shares/units issued by bond funds was 4.6% in the second quarter of 2018. In the same period, transactions in shares/units issued by bond funds amounted to -€10 billion. In the case of equity funds, the corresponding annual growth rate was 6.3%, with transactions of €19 billion. For mixed funds, the corresponding figures were 7.8% and €50 billion.

In terms of holdings by issuing sector, the annual growth rate of debt securities issued by general government was -0.9% in the second quarter of 2018. In the same period, the net purchases of debt securities issued by the general government amounted to €4 billion. In the case of debt securities issued by the private sector, the annual growth rate was 5.0%, whereby the net sales amounted to €3 billion. For debt securities issued by the rest of the world, the corresponding annual growth rate was 9.5%, with net purchases of €1 billion.

The outstanding amount of shares/units issued by money market funds was unchanged from the first quarter of 2018. This position was accounted for by €14 billion in price changes and -€14 billion in net issuance of shares/units. The annual growth rate of shares/units issued by money market funds, calculated on the basis of transactions, was 0.8% in the second quarter of 2018.

Within the assets of money market funds, the annual growth rate of debt securities holdings was 0.1% in the second quarter of 2018, with transactions amounting to -€29 billion, which reflected net sales of €24 billion related to debt securities issued by euro area residents and net sales of €5 billion in debt securities issued by non-euro area residents. For deposits and loan claims, the annual growth rate was 3.7% and transactions during the second quarter of 2018 amounted to €14 billion.

Annex

Table: Annex to the press release on euro area investment funds

Statistical Data Warehouse:

All money market funds time series
All investment funds other than money market funds time series

For media queries, please contact Stefan Ruhkamp, tel.: +49 69 1344 5057.

Notes:

  • Money market funds are presented separately in this press release since they are classified in the monetary financial institutions sector within the European statistical framework.
  • Hyperlinks in the main body of the press release are dynamic. The data they lead to may therefore change with subsequent data releases as a result of revisions. Figures shown in annex table are a snapshot of the data as at the time of the current release.
CONTACTO

Banco Central Europeo

Dirección General de Comunicación

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