Germany Mutual Funds Market Size
| Study Period | 2019-2028 |
| Base Year For Estimation | 2022 |
| Forecast Data Period | 2024 - 2028 |
| Historical Data Period | 2019 - 2021 |
| CAGR | > 8.00 % |
| Market Concentration | Medium |
Major Players
*Disclaimer: Major Players sorted in no particular order |
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Germany Mutual Funds Market Analysis
Germany Mutual Fund Market generated a revenue of USD 3680 billion in the current year and is anticipated to register a CAGR of 8% for the forecast period.
Investment companies in Germany managed more than EUR 4.3 (USD 4.7) trillion in 2021 on behalf of around 50 million private and institutional investors. They play an important economic role in Germany and are an integral part of the financial center. Capital management companies play a decisive role in pension provision for the country. Germany's Mutual Funds Market is poised to grow at a CAGR of more than 8% by 2028. In Germany, 50 million private investors in 21 million households invest their money in funds, either directly by acquiring shares in mutual funds for their portfolio or indirectly by paying contributions into life insurance policies or occupational pension schemes.
COVID-19 and its economic and social disruptions gave new urgency to mutual funds' challenges, but they regained their position after the pandemic. Germany is a strong fund location and an attractive market for fund providers from all over the world. 136 providers from Germany means, and 552 foreign companies from 36 countries distribute mutual funds.
Germany Mutual Funds Market Trends
Open-Ended Spezialfonds are the leading funds of the German Fund Industry
Mutual funds run on two products, closed-end and open-end funds, and may be passively or actively managed. Open-end funds usually preferred to closed-end fund units, can be redeemed at the prevailing Net Asset Value (NAV) as and when the price increases and the investor deems fit. Redemptions are daily and require no stringent or bureaucratic process due to no specific or laid down prior notice. The investment statistics are broken down by asset class and provider and comprise all key aspects of asset management.
Increasing Percentage of Mutual Funds as a Total Household Financial Asset in Germany
Mutual funds became a popular investment tool among individual investors. Mutual funds are open-end investment companies that allow individual investors to include diversified portfolios without actively managing these portfolios. Mutual funds as a percentage of total household financial assets in Germany increased by 1.7% in 2021 compared to the previous year. With 13.21%, the mutual funds reached their highest value in the observed period. Increasing awareness about Mutual funds is also a key trend in the market.
Germany Mutual Funds Industry Overview
A mutual fund is a pool of money managed by a professional Fund Manager. The report covers major players operating in German Mutual Fund Market. In terms of market share, few of the major players currently dominate the market. The report presents detailed profiling of a few major companies, including product offerings, regulations governing them, their headquarters, and financial performance. The Germany Mutual Funds Market is highly competitive and fragmented as various international and regional vendors are providing new technology to various end-use industries to expand the market. The key players are emerging to improve their products and delivery through manufacturing techniques and enhancing their products to include a competitive edge over others. The Germany Mutual Funds Market is offered by groups such as LINUS Digital Finance, TU Investment Club e.V., FruitBox Africa GmbH, Lupus alpha Asset Management AG and Deutsche Invest Capital Partners (DICP)
Germany Mutual Funds Market Leaders
LINUS Digital Finance
TU Investment Club e.V.
FruitBox Africa GmbH
Lupus alpha Asset Management AG
Deutsche Invest Capital Partners (DICP)
*Disclaimer: Major Players sorted in no particular order
Germany Mutual Funds Market News
- January 2023: Amundi Asset Management Lists New ETF in Germany for Investments in Small Cap US Companies.
- January 2023: The value of German government bonds on loan increased to EUR 111.1 billion (USD 121 billion) in 2023, the highest level since December 2015. Investors amassed the biggest bet against German government bonds since 2015, as the country issues large amounts of debt and the European Central Bank (ECB) talks tough on inflation.
Table of Contents
1. INTRODUCTION
1.1 Study Assumptions and Market Definition
1.2 Scope of the Study
2. RESEARCH METHODOLOGY
3. EXECUTIVE SUMMARY
4. MARKET DYNAMICS AND INSIGHTS
4.1 Market Overview
4.2 Market Drivers
4.3 Market Restraints
4.4 Insights on Various Regulatory Trends Shaping the Market
4.5 Insights on impact of technology in the Market
4.6 Industry Attractiveness - Porter's Five Forces Analysis
4.6.1 Bargaining Power of Suppliers
4.6.2 Bargaining Power of Buyers
4.6.3 Threat of New Entrants
4.6.4 Threat of Substitutes
4.6.5 Intensity of Competitive Rivalry
4.7 Impact of COVID-19 on the Market
5. MARKET SEGMENTATION
5.1 By Fund Type
5.1.1 Equity Funds
5.1.2 Bond Funds
5.1.3 Money Market Funds
5.1.4 Hybrid & Other Funds
5.2 By Distribution Channel
5.2.1 Banks
5.2.2 Financial Advisors
5.2.3 Direct Sellers
5.2.4 Others
5.3 By Investor Type
5.3.1 Institutional
5.3.2 Individual
6. COMPETITIVE LANDSCAPE
6.1 Market Concetration Overview
6.2 Company Profiles
6.2.1 LINUS Digital Finance
6.2.2 TU Investment Club e.V.
6.2.3 FruitBox Africa GmbH
6.2.4 Lupus alpha Asset Management AG
6.2.5 Deutsche Invest Capital Partners (DICP)
6.2.6 Angermann-Gruppe
6.2.7 Haniel
6.2.8 CONREN Land
6.2.9 E1 international investment holding
6.2.10 DWPT Deutsche Wertpapiertreuhand GmbH*
- *List Not Exhaustive
7. MARKET OPPORTUNTIES AND FUTURE TRENDS
8. DISCLAIMER AND ABOUT US
Germany Mutual Funds Industry Segmentation
Mutual funds became very popular recently as they are a go-to investment plan that solves most investor problems. It is an almost perfect package of stocks and/or bonds backed with substantial advantages and tailored to meet investors’ risk appetites. Capital gains on equities come in dividends, while bonds generate interest. The report covers a complete background analysis of the Germany Mutual Funds Market. It includes an assessment of the economy, a market overview, market size estimation for key segments, emerging trends in the market, market dynamics, and key company profiles. The Germany Mutual Funds Market is segmented by fund type (equity funds, bond funds, money market funds, and hybrid & other funds), distribution channel (banks, financial advisors, direct sellers, and others), and investor type (institutional and individual). The report offers market size and forecasts for the Germany Mutual Funds Market in value (USD billion) for all the above segments.
| By Fund Type | |
| Equity Funds | |
| Bond Funds | |
| Money Market Funds | |
| Hybrid & Other Funds |
| By Distribution Channel | |
| Banks | |
| Financial Advisors | |
| Direct Sellers | |
| Others |
| By Investor Type | |
| Institutional | |
| Individual |
Frequently Asked Questions
What is the current Germany Mutual Funds Market size?
The Germany Mutual Funds Market is projected to register a CAGR of greater than 8% during the forecast period (2023-2028).
Who are the key players in Germany Mutual Funds Market?
LINUS Digital Finance, TU Investment Club e.V., FruitBox Africa GmbH, Lupus alpha Asset Management AG and Deutsche Invest Capital Partners (DICP) are the major companies operating in the Germany Mutual Funds Market.
Germany Mutual Funds Industry Report
Statistics for the 2023 Germany Mutual Funds market share, size and revenue growth rate, created by Mordor Intelligence™ Industry Reports. Germany Mutual Funds analysis includes a market forecast outlook to for 2023 to 2028) and historical overview. Get a sample of this industry analysis as a free report PDF download.
