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Swiss fund market: Overall performance reduces volume
Basel , january 26 2023 - The very challenging investment year 2022 left deep marks on the Swiss fund market. The market volume shrank significantly due to performance losses in the largest asset classes. Net money outflows remained within narrow limits. A trend reversal became app arent in the course of the fourth quarter.
The most difficult investment year since 2008 had a corresponding impact on the Swiss fund market: at the end of 2022, investors in Switzerland had invested CHF 1,325 billion in investment funds. Compared to the previous year, this corresponds to a decline of CHF 209.6 billion or -13.7%. The investment year, which was marked by the war in Ukraine, inflation and the interest rate turnaround, thus caused the volume in the Swiss fund market to fall back to the level of mid-2019.
The decline was primarily a result of performance losses. These alone accounted for CHF 204.6 billion or 13.3%. Net money outflows remained within narrow limits throughout the year. At the end of 2022, these amounted to CHF 5 billion, whereby a trend reversal became apparent during the fourth quarter with net money inflows, which also affected equity and bond funds. Overall, the Swiss fund market recorded inflows of CHF 4.6 billion in the 4th quarter of 2022.
"In one of the most difficult investment years ever, Switzerland as a fund location proved its strengths despite a decline in volume. Investors remained calm and adjusted their asset allocation accordingly despite the at times severe market distortions," said Adrian Schatzmann, Managing Director of the Asset Management Association Switzerland (AMAS). "In the fourth quarter and also at the beginning of the year, a higher willingness to take risks could be observed again."
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