Mutual Fund Assets Market to Garner $101.2 trillion, Globally, by 2027: States Allied Market Research

The global mutual fund assets market is gaining momentum due to incorporation of digitalized technologies, latest portfolio management services, and surge in investment toward mutual funds. North America contributed to the largest market revenue in 2019 and is expected to continue its supremacy by 2027. There have been volatilities related to the company’s economic turbulence, profitability and investor’s ability to refund during the pandemic.


Wilmington, Delaware, Nov. 20, 2023 (GLOBE NEWSWIRE) -- As per the report published by Allied Market Research on the global mutual fund assets market, the industry is projected to garner $101.2 trillion by 2027. The market was valued at $54.93 trillion in 2019 and is anticipated to witness a noteworthy CAGR of 11.3% during the forecast period of 2020 to 2027. The report is a valuable resource of competitive landscape, porter’s five forces, major segments, key strategies, and changing market dynamics.  

The global mutual fund assets market is gaining momentum due to incorporation of digitalized technologies, latest portfolio management services, and surge in investment toward mutual funds. However, fluctuations in the capital market environment and the great expense ratio and sales charges restrain market growth to some extent. Nevertheless, rise in new initiatives and support by governments toward the mutual fund assets will offer ample growth opportunities to the market in future.   

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Report Coverage & Details: 

Report Coverage  Details 
Forecast Period  2020–2027 
Base Year  2020 
Market Size in 2019  $54.93 trillion 
Market Size in 2027  $101.2 trillion 
CAGR  11.3% 
No. of Pages in Report  220 
Segments covered  fund type, distribution channel, investor type, and region. 
Drivers  Increased investment in mutual funds   Implementation of digitalized technologies 
Opportunities  Surge in government support & initiatives for the mutual fund assets market  
Restraints  increased proliferation of a large number of private sector funds 

The report provides in-depth segmentation of the global market for mutual fund assets on the basis of fund type, distribution channel, investor type, and region.   
By fund type, the equity funds segment held the highest market share in 2019, accounting for more than half of the overall market revenue and is expected to lead the trail during the forecast period. On the other hand, the hybrid and other funds segment would cite the fastest growth with 15.6% CAGR by 2027.  

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In terms of distribution channel, the financial advisors/brokers segment grabbed the highest market share in 2019, contributing to nearly half of the total market revenue and is projected to continue its supremacy from 2020 to 2027. The direct seller's segment, on the other hand, would portray the fastest growth with 13.3% CAGR throughout the forecast timeframe.   

The regional analysis in the report states that, the market across North America was largest in 2019, accounting for nearly half of the global mutual fund assets market revenue and is expected to continue its lead position throughout the forecast timeframe. Asia-Pacific, on the other hand, would display the fastest CAGR of 13.7% from 2020 to 2027.   

The key market players profiled in the mutual fund assets market involve The Vanguard Group, Inc., PIMCO, State Street Corporation, JPMorgan Chase & Co., Morgan Stanley, Citigroup Inc., Goldman Sachs, BNP Paribas Mutual Fund, Capital Group, and BlackRock, Inc.  

Key benefits for stakeholders 

  • The study provides in-depth analysis of the global mutual fund assets market share along with the current & future trends to illustrate the imminent investment pockets. 
  • Information about key drivers, restraints, & opportunities and their impact analysis on the market size are provided in the report. 
  • Porter’s five forces analysis illustrates the potency of the buyers and suppliers operating in the industry. 
  • An extensive analysis of the key segments of the industry helps to understand the global mutual fund assets market trends. 
  • The quantitative analysis of the global mutual fund assets market from 2020 to 2027 is provided to determine the market potential. 

Key market segments 

By Fund Type 

  • Equity Funds 
  • Bond Funds 
  • Money Market Funds 
  • Hybrid & Other Funds 

By Distribution Channel 

  • Banks 
  • Financial Advisors/Brokers 
  • Direct Sellers 
  • Others 

By Investor Type 

  • Institutional 
  • Individual 

By Region 

  • North America 
  • U.S. 
  • Canada 
  • Europe 
  • UK 
  • Germany 
  • France 
  • Italy 
  • Ireland 
  • Netherlands 
  • Rest of Europe 
  • Asia-Pacific 
  • China 
  • Japan 
  • India 
  • South Korea 
  • Hong Kong 
  • Australia 
  • Rest of Asia-Pacific 
  • LAMEA 
  • Latin America 
  • Middle East 
  • Africa 

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Key market players 

  • BlackRock, Inc. 
  • BNP Paribas Mutual Fund 
  • Capital Group 
  • Citigroup Inc. 
  • Goldman Sachs 
  • JPMorgan Chase & Co. 
  • Morgan Stanley 
  • PIMCO 
  • State Street Corporation 
  • The Vanguard Group, Inc. 

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About Us: 
Allied Market Research (AMR) is a full-service market research and business-consulting wing of Allied Analytics LLP based in Portland, Oregon. Allied Market Research provides global enterprises as well as medium and small businesses with unmatched quality "Market Research Reports" and "Business Intelligence Solutions." AMR has a targeted view to provide business insights and consulting to assist its clients in making strategic business decisions and achieving sustainable growth in their respective market domains. 

We are in professional corporate relations with various companies, and this helps us in digging out market data that helps us generate accurate research data tables and confirms the utmost accuracy in our market forecasting. Allied Market Research CEO Pawan Kumar is instrumental in inspiring and encouraging everyone associated with the company to maintain high-quality data and help clients in every way possible to achieve success. Each and every piece of data presented in the reports published by us is extracted through primary interviews with top officials from leading companies in the domain concerned. Our secondary data procurement methodology includes deep online and offline research and discussion with knowledgeable professionals and analysts in the industry. 

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