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Basel, 22 June 2021 – In May 2021, the volume of assets placed in the investment funds covered by the statistics compiled by Swiss Fund Data AG and Morningstar stood at CHF 1,435.9 billion. This corresponds to a month-on-month increase of CHF 11.2 billion or 0.8%. Net inflows totaled CHF 5.7 billion.
The volume of assets entrusted by investors in Switzerland to the fund industry came to CHF 1,435,862 million in May 2021 (April 2021: CHF 1,424,702 million). “The positive trend on the financial markets continued for the most part in May, with all of the main indexes posting gains. Once again, more money was put into funds than was taken out during the month. Bond funds attracted the most new money, followed closely by mixed-asset funds,” explained Adrian Schatzmann, CEO of the Asset Management Association Switzerland. By way of comparison, the figures for selected indexes in May 2021 were as follows (April 2021 in brackets): Dow Jones 1.93% (2.71%), S&P 500 0.55% (5.24%), EURO STOXX 50 1.63% (1.42%), SMI 4.35% (-0.23%), SBI -0.25% (-0.16%), and Bloomberg Barclays US Aggregate Bond Index 0.33% (0.79%). The CHF lost 0.08% against the EUR but gained 1.53% against the USD.
Net inflows totaled CHF 5.7 billion in May 2021. Bond funds were clearly out in front with CHF 2.7 billion, followed by mixed-asset funds with CHF 2.1 billion. Only one fund category – alternative investments – suffered outflows, and these were modest at CHF 77.7 million. There were no changes in the ranking of the most popular asset classes: equity funds 46.53%, bond funds 29.51%, mixed-asset funds 10.68%, and money market funds 7.35%.
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