Mutual funds worldwide - statistics & facts
Mutual funds have served as an optimal instrument for millions of people and entities across the globe seeking to improve wealth. Investing pooled funds from numerous investors in a range of diversified assets, mutual funds have become a leading financial security worldwide. Enabling individuals to participate in the market without extensive expertise. Mutual funds have become increasingly important to financial markets, with the number of open-end funds worldwide increasing by almost 60 percent from 2011 to 2023. In terms of the regional distribution of mutual fund assets, almost half are concentrated in the U.S. alone. The popularity of mutual funds may be tied to the level of benefits received by participating investors. Entrusting finances to leading fund managers allows wider access to global financial instruments and markets and has also led to further improved asset diversification and overall performance.
Consequently, in he U.S. the level of household wealth held in regulated funds was almost double that of bank deposits - a stark contrast to Europe and Japan, where household wealth was primarily held in deposits or currency. A further trend has been the rise of socially responsible and Environmental, Social, and Governance (ESG) funds that have captured the attention of many investors, particularly in Europe and North America. Meanwhile, countries like India and China have seen an overall rise in mutual fund investments as the increasing middle-class population seeks to grow their savings..
Mutual funds in the U.S. and global trends
The number of mutual funds registered in the U.S. has remained relatively stable, deviating narrowly from 7,500 over the last two decades. However, the level of assets under management (AUM) of U.S. mutual funds has more than tripled within this time, breaking the 20 trillion U.S. dollar barrier in 2019 with AUM resting at 25.5 trillion U.S. dollars by 2023. Over half of American households owned mutual funds, with this figure not having decreased below 40 percent since 2000.Consequently, in he U.S. the level of household wealth held in regulated funds was almost double that of bank deposits - a stark contrast to Europe and Japan, where household wealth was primarily held in deposits or currency. A further trend has been the rise of socially responsible and Environmental, Social, and Governance (ESG) funds that have captured the attention of many investors, particularly in Europe and North America. Meanwhile, countries like India and China have seen an overall rise in mutual fund investments as the increasing middle-class population seeks to grow their savings..
