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Performance gains drive the recovery of the Swiss fund market
Basel, 20 July 2023 - The Swiss fund market performed positively in the first half of 2023, while new money inflows remained at a low level. Investors' risk aversion is reflected in their tendency to rely more on money market funds at present.
After a variable first half of 2023, the bottom line for the Swiss fund market is positive. As of the end of June, the volume of the Swiss fund market had risen to CHF 1,377,978 million. Compared to the end of 2022, this corresponds to an increase of CHF 53,950 million or 4.1 %. The recovery of the Swiss fund market in the current year is primarily driven by performance gains. These contributed CHF 40.3 billion or 3% to the increase in volume, while net new money inflows amounted to CHF 13.7 billion, equivalent to 1%.
The development of the various asset classes shows a varied picture: It was primarily equity funds that drove the recovery thanks to robust performance in the 1st quarter. In the 2nd quarter, the recovery slowed down significantly. At the same time, money amounting to a good CHF 3.7 billion flowed out of equity funds in the same period, leaving a net inflow of new money of CHF 3.7 billion for the first half of the year. Money market funds attracted far more net new money with CHF 10.7 billion. Bond funds attracted CHF 2.9 billion. All other asset classes lost client money.
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