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Basel, 26. Oktober 2022 – Während der Schweizer Fondsmarkt im 3. Quartal 2022 weiter unter negativen Renditen gelitten hat, sorgt der Bereich Nachhaltigkeit dank anhaltenden Netto-Zuflüssen für einen Lichtblick. In Punkto Volumen ist der gesamte Fondsmarkt auf den Stand vor zwei Jahren zurückgefallen.
Die negative Performance an den Börsen im 3. Quartal 2022 hat im Schweizer Fondsmarkt weitere Spuren hinterlassen. Das Volumen schrumpfte in den ersten neun Monaten des laufenden Jahres von 1'516'884 Mio. CHF (Jahresende 2021) auf 1’274’926 Mio. CHF, was einem Rückgang von 15.9% oder 242 Mrd. CHF entspricht. Damit fiel das Volumen des Fondsmarktes auf den Stand vor rund zwei Jahren zurück. Im 3. Quartal belief sich der Rückgang auf 59 Mio. CHF.
Mit -15.3% seit Jahresbeginn ist der grösste Teil des Rückganges aufgrund von Performanceeinbussen erfolgt. Währenddessen beliefen sich die Netto-Abflüsse aus den Fonds im laufenden Jahr auf 9.5 Mrd. CHF. Im 3. Quartal waren es 5.1 Mrd. CHF. Sie betrafen mit Ausnahme der Geldmarktfonds (+6.5 Mrd. CHF) alle Fondskategorien, wobei die höchsten Abflüsse im 3. Quartal erneut in Aktienfonds (-6.3 Mrd. CHF) und Obligationenfonds (-3.3 Mrd. CHF) stattfanden.
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