The number of mutual funds globally increased from approximately 66,400 in 2009 to approximately 137,892 in 2022.
Mutual funds
Mutual funds are a form of collective investment. The investors’ money is pooled together and invested in selected financial instruments, according to the strategy defined in the fund prospectus. There are different types of mutual funds available to investors, corresponding to the return expectation and risk level that they are ready to take.
Types of mutual funds
Equity funds are one of the most aggressive investment funds. They offer the possibility of high returns, but in the occurrence of turbulence in the financial markets, the investors might be faced with the loss of their invested capital. The assets of the equity funds are almost entirely invested in equities, with the remaining part of the assets invested in the money market instruments.Bond funds offer a safer choice to investors. They invest in fixed income securities of maturity over one year, such as treasury bills, municipal bonds or corporate bonds. The bonds perceived as the safest are those offered by the governments of the most stable economies worldwide. Mixed funds, on the other hand, invest a part of the fund portfolio in equities and a part in debt instruments. The more assets invested in equities, the more aggressive the fund is.
FAQs
Number of worldwide regulated open-end funds 2007-2022
How many investment funds are there globally? ›
At year-end 2022, fund providers globally offered 137,892 regulated funds (Figure 1.1).
How many investment companies offer open end funds? ›
How many businesses are there in the Open-End Investment Funds industry in the US in 2023? There are 825 Open-End Investment Funds businesses in the US as of 2023, a decline of -0.5% from 2022.
What is the total net assets of regulated open end funds worldwide? ›
Worldwide regulated open-end fund assets decreased by 0.2% in euro terms to EUR 64.33 trillion in Q3 2023. 1 Worldwide investment funds registered net inflows of EUR 352 billion, down from EUR 468 billion in Q2 2023.
How many closed-end funds are there? ›
How many CEFs are there? As of year-end 2023, there were 724 CEFs with $544 billion in total assets—402 traditional CEFs with $249 billion in total assets; 92 interval funds with $77 billion in total assets; 98 tender offer funds with $60 billion in total assets; and 132 BDCs with $159 billion in total net assets.
How many ETF funds are there in the world? ›
The number of exchange traded funds (ETFs) worldwide grew markedly during the period from 2003 to 2022. There were 8,754 ETFs globally in 2022, compared to 276 in 2003. As of 2022, ETFs worldwide managed assets up to almost 10 trillion U.S. dollars.
How many mutual funds exist in the world? ›
The number of mutual funds globally increased from approximately 66,400 in 2009 to approximately 137,892 in 2022.
What is the most common open-end fund? ›
The most common type of open-end fund (CEF) is a mutual fund.
Are open-end funds regulated? ›
See above, Open-ended retail funds: Regulatory bodies. A mutual fund must register as an investment company under the ICA and, if it offers its securities to the public, the offering must be registered under the Securities Act. Form N-1A and Form N-8A.
What are the cons of open-end funds? ›
Disadvantages of Open Ended Funds
- Affected by market fluctuations. Although fund managers of open ended funds maintain a highly diversified portfolio, these are vulnerable to market risks. ...
- Vulnerable to large outflows and inflows. During sudden outflows, a fund manager may be compelled to sell his stocks.
The Government Pension Investment Fund of Japan remains the largest asset owner in the world, with an AUM of US$1.4 trillion alone. The top three also includes the two largest sovereign wealth funds.
How many total assets does Vanguard have? ›
The Vanguard Group, Inc. (commonly known as simply Vanguard) is an American registered investment advisor based in Malvern, Pennsylvania, with about $7.7 trillion in global assets under management, as of April 2023.
What is the net asset value of an open end fund? ›
An open-end fund has a net asset value of $10.70 per share.
Are CEFs good for retirement? ›
CEFs can allow you to create the paycheck you need to live your best life in retirement, but what are the risks? Long-term CEF investing. Closed-End Funds utilize leverage (loans) to increase their returns. Leverage makes good returns great and bad returns horrible.
What is the risk of a CEF? ›
Equity CEFs are subject to the risk that the portfolio securities held by the fund will decline in value, thus causing a decline in the fund's NAV and market price (if it's a listed CEF).
What is the difference between a CEF and an open-end fund? ›
An open-end fund does not have a fixed number of shares but allows investors to purchase shares continuously at market value. A closed-end fund is generally a one-time offering to investors. These shares can be traded on the market and are often traded at either a premium or discount to the shares' market value.
How many total investment banks are there? ›
There are 21,995 Global Investment Banking & Brokerage businesses as of 2024, a decline of -1.3% from 2023.
How much investable assets are there in the world? ›
Its total worth can be estimated at US$179.0 trillion, an increase of US$16.1 trillion since December 2020 and an increase of US$54.2 trillion since March 2020.
How many types of investment funds are there? ›
Types of investment funds include mutual funds, exchange-traded funds (ETFs), money market funds, and hedge funds.
How many crypto funds are there in the world? ›
How many crypto funds are there? There are currently more than 870 cryptocurrency/blockchain investment funds. The majority are set up as venture capital funds, while a large number are hedge funds or hybrid funds.
