SFD Publications

Fund market balance 3rd quarter 2024
30.10.2024 08:25 - Rising investment returns ensure growth in the Swiss fund market Basel, 28 october 2024 - Driven by positive investment returns, the Swiss fund market continued to show robust growth in the third quarter of 2024, rising to a volume of CHF 1,565.7 billion. Following the interest rate cuts, new money inflows are showing signs of a trend reversal towards riskier asset classes. The takeover of Credit Suisse by UBS has also resulted in changes...
Fund market balance of the 1st half of 2024
21.08.2024 15:03 - Swiss fund market: Robust growth thanks to strong equity returns Basel, 21 august 2024 - The Swiss fund market continued its positive performance in the first half of 2024 and grew by a double-digit percentage, thanks in particular to strong equity returns. The volume of the Swiss fund market reached a new high of CHF 1,507 billion. However, new money inflows remained at a low level and were limited to bond and money market funds. With...
Fund market balance of the first quarter 2024
24.04.2024 08:33 - 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...
Fund market balance of 2023 and outlook
01.02.2024 10:48 - Basel, 29 january 2024 -Assets under management in Swiss asset management rose in 2023. Net new money increasingly flowed into sustainability funds again. However, investors remained risk-averse, as was reported at the Asset Management Association Switzerland (AMAS) media conference on Monday. AMAS President Iwan Deplazes presented positions to the media on how Switzerland could become more competitive as an asset management centre.AMAS also...
Fund market balance of the first 9 months 2023
24.10.2023 08:54 - Swiss fund market faces headwind of the financial markets Basel, 24 october 2023 - The 3rd quarter of 2023 slowed the growth momentum of the Swiss fund market in the current year. With the exception of money market funds, all asset classes suffered slight outflows. The negative performance also had a impact on volume. On balance, however, the preliminary balance for 2023 remains positive. In the 3rd quarter of 2023, the stock markets...
Fund market balance of the first half of 2023
20.07.2023 09:07 - 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...
Fund market balance of the first quarter 2023
26.04.2023 09:42 - Swiss fund market on the road to recovery. Basel, 25 April 2023 The Swiss fund market returned to a growth course in the 1st quarter of 2023. Investors showed more appetite for risk and were rewarded with price gains. Net inflows also ensured an increase in fund volume. A positive balance can be drawn for the Swiss fund market after the first quarter of 2023. At the end of March 2023, the volume of the Swiss fund market amounted to CHF...
Fund Market Balance for the year 2022
30.01.2023 11:36 - 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...
Season's Greetings
15.12.2022 09:33 - Dear participants, customers and partners Thank you for your trust in Swiss Fund Data. With a newly completed team and exciting plans to further expand our services, we look forward to a dynamic collaboration with you in the coming year. With this in mind, we wish you happy holidays and a happy new year 2023.
Fund market balance after three quarters of 2022.
26.10.2022 10:46 - Basel, 26 October 2022 - While the Swiss fund market continued to suffer from negative performances in the 3rd quarter of 2022, the sustainability sector provided a ray of hope thanks to sustained net inflows. In terms of volume, the entire fund market has fallen back to the level of two years ago. The negative performance on the stock markets in the 3rd quarter of 2022 left further traces on the Swiss fund market. The volume thus shrank in...
Fund market balance first half of 2022
15.07.2022 10:11 - Swiss fund market: market distortions cause volume to shrink Basel, 14 July 2022 - The Swiss fund market suffered a significant decline in volume due to market distortions in the first half of 2022. The Ukraine war, inflation and tighter monetary policy also prompted investors to withdraw money. Although individual asset classes recorded some inflows of money, these remained weak throughout the first half of 2022. In contrast, the...
SFD Annual Report 2021
01.04.2022 10:42 - Annual Report 2021 SFD is a not-for-profit joint venture between the Asset Management Association Switzerland and SIX Swiss Exchange. It provides the Swiss fund market with highquality information on the investment funds approved in Switzerland and makes it possible for fund providers to deliver all their data to one central body and efficiently fulfill their publication obligations. New CEO and start of multi-year transformation ...
Fund market balance of the year 2021 Record growth in the Swiss fund market
10.02.2022 17:25 - Basel, 21 january 2022 – The sustained positive stock market trend caused the volume in the Swiss fund market to swell to over CHF 1.5 trillion in the past year. Growth thus amounted to 12.7 %. The increase was supported by strong net inflows, which also continued in the fourth quarter of 2021. At the end of 2021, investors in Switzerland had intrusted CHF 1,510.8 billion to the fund industry. Compared to 2020, this corresponds to a growth...
Year End Greetings
14.12.2021 14:29 - Liebe Teilnehmer, liebe Kunden, liebe Partner Vielen Dank für Ihr Vertrauen in Swiss Fund Data. Mit einem neu ergänzten Team und spannenden Plänen zum Weiterausbau unserer Dienstleistungen freuen wir uns auf eine dynamische Zusammenarbeit mit Ihnen im kommenden Jahr. In diesem Sinn wünschen wir Ihnen frohe Festtage und einen guten Rutsch ins neue Jahr 2022. Dear participants, customers and partners Thank you for your trust in Swiss Fund...
Fund market update – September 2021 Continuous inflows in the Swiss fund market
29.10.2021 16:50 - Basel, 28 October 2021 – New money totaling CHF 45 billion helped investment fund assets to continue growing in the first nine months of the year. Despite a downturn in market sentiment, the total volume has risen by CHF 145.5 billion or 9.6% in the year to date. At the end September 2021, investors in Switzerland had placed CHF 1,476,880 million (yearend 2020: CHF 1,331,406 million) in investment funds. The key stock markets...
New ESG data and statistics offering increases transparency
19.08.2021 09:32 - Zurich, 19 August 2021 – Swiss Fund Data AG’s new fund data offering provides users of its website and the general public with greater transparency in terms of ESG investments.
Fund Market Statistics – May 2021 Swiss fund market posts further growth
13.08.2021 08:53 - 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...
Fund Market Statistics – May 2021 Swiss fund market posts further growth
22.06.2021 13:41 - 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...
Fund Market Statistics – April 2021 Swiss fund market posts slight gain
22.06.2021 13:17 - Basel, 20 May 2021 – In April 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 1,428.0 billion. This corresponds to a month-on-month increase of CHF 9.2 billion or 0.6%. Net inflows totaled CHF 5.3 billion. The volume of assets entrusted by investors in Switzerland to the fund industry came to CHF 1,427,994 million in April 2021 (March 2021: CHF...
New CEO at Swiss Fund Data
31.03.2021 07:46 - Zurich, 31 March 2021 – Roman Aschwanden is to take over from Erika Kessler as CEO of Swiss Fund Data AG (SFD) at the start of April. He has many years’ experience in the asset management and fund business. On 1 April 2021, Roman Aschwanden (54) will become CEO of SFD, a joint venture between the Asset Management Association Switzerland and SIX Swiss Exchange, as successor to Erika Kessler. Mr. Aschwanden has a Master’s degree in economics...