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Swiss fund market reaches new high
Basel, 24 April 2024 - The Swiss fund market continued its strong recovery in the first quarter of 2024. Driven by performance gains, the fund market reached a new high of over CHF 1.5 trillion in volume. However, net inflows remained moderate and were mainly concentrated in low-risk asset classes.
The Swiss fund market grew strongly in the first quarter of 2024, reaching a volume of CHF 1,503,358 million. This represents an increase of 8.7% or CHF 127,010 million compared to the end of 2023. The losses from 2022 have thus been recouped and the Swiss fund market has reached a new historic high in terms of volume. The increase in volume was primarily driven by the performance on the equity markets: Equity funds distributed in Switzerland performed at 12.6% in the 1st quarter of 2024. All asset classes posted a positive performance in the first quarter of the current year. Property funds even achieved a performance of 12.9%.
"The development of the Swiss fund market is very pleasing with the achievement of a new record volume, especially after the markets went through a very difficult period in view of the geopolitical risks and fears of inflation and recession," says Adrian Schatzmann, CEO of the Asset Management Association Switzerland (AMAS). "The reluctance of investors and the reallocation to primarily lower-risk asset classes are proof that confidence has not yet returned with the upturn on the stock markets that has been ongoing since the fourth quarter."
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