Asia-Pacific Mutual Fund Industry - Growth, Trends, COVID-19 Impact, and Forecasts (2021 - 2026)

The Asia-Pacific Mutual Fund Industry is segmented based on the asset class (Equity, Bond, Hybrid, Money Market and Others), and by geography (India, China, Hong Kong, Singapore, Taiwan, Korea, Rest of Asia-Pacific) - Growth, Trends, and Forecast (2020-2025).

Market Snapshot

Asia-Pacific Mutual Fund Industry (2020-2025)
Study Period: 2016 - 2026
Base Year: 2020
CAGR: 11 %

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Market Overview

Asia-Pacific (APAC) is undergoing economic expansion, making the region’s investors a core distribution target for asset managers globally. In China, investable assets are expected to reach USD31.8 trillion by 2021, although only 5% of the country’s domestic household savings are currently held in mutual funds. The Indian middle-class which, previously favored traditional assets such as gold or residential property, has begun to shift to stock-focused funds. 

A number of B2B robo advisers and ones aimed towards the middle-class market are already making inroads in a number of APAC markets and tie-ups with asset managers and banking distribution platforms are taking place.

Given the growing potential of this region, many countries are bringing in regulations to streamline the industry with free flow of funds among countries and also to curb unwarranted results. Japan’s Financial Services Authority released finalized principles regarding fiduciary duty, setting out seven overarching principles that will aid the economy in pursuing sustainable economic growth and the stable financial accumulation of Japanese household assets. In India, regulations of mutual fund mergers have been tightened to improve transparency and eliminate product ambiguity for investors. Similarly, a new regulatory framework in China will enhance market surveillance and transparency.

Scope of the Report

An understanding of the Asia-Pacific mutual fund industry, regulatory environment, MF companies and their business models, along with detailed market segmentation, product types, current market trends, changes in market dynamics, and growth opportunities. In-depth analysis of the market size and forecast for the various segments.

By Fund Type
Equity
Bond
Hybrid
Money Market
Others
By Geography
China
India
Singapore
Taiwan
Hong Kong
Korea
Rest of Asia-Pacific

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Key Market Trends

Money Market Funds in Asia-Pacific Region

Worldwide net sales of money market funds in 2019 totaled $706 billion, which was nine times the $79 billion inflow in 2018. Asia-Pacific money market funds registered $30 billion in inflows in 2019 after outflows of $99 billion in 2018. 

Demand for money market funds depends on their relative performance and interest rate risk. When yields on short-term fixed-income securities are close to yields on long-term fixed-income securities, money market funds tend to experience inflows. In this situation, money market funds become attractive to some investors seeking to minimize their interest rate risk exposure by using a fund with a shorter duration. As yield spreads throughout the Asia-Pacific region narrowed or turned negative, money market funds in various countries in the region also experienced inflows during 2019.

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Mutual Funds As a Savings Priority in the region

The emerging affluent are lighting a fire under economic growth in some of the world’s most dynamic markets. The emerging affluents are active savers and the savings proportion to their top priority is increasing over the years across countries in this region. From relying on basic savings accounts or time deposits, the proportion of affluents choosing mutual funds over others as their primary saving method are increasing over the years. The infographic shows the share of population considering mutual funds as a saving method in the region is presented below.

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Competitive Landscape

The report includes an overview of MF companies operating across Asia-Pacific. We wish to present detailed profiling of a few major companies which cover product offerings, regulations governing them, their headquarters, and financial performance. Currently, some of the major players dominating the market are listed below.

Table of Contents

  1. 1. INTRODUCTION

    1. 1.1 Study Deliverables

    2. 1.2 Study Assumptions

    3. 1.3 Scope of the Study

  2. 2. RESEARCH METHODOLOGY

  3. 3. EXECUTIVE SUMMARY

  4. 4. MARKET DYNAMICS

    1. 4.1 Market Overview

    2. 4.2 A Brief on Regulatory Environment

    3. 4.3 Insights on Various Types of Schemes or Funds Offered in Mutual Fund Industry

    4. 4.4 Technological Innovations Shaping The Industry

    5. 4.5 Market Drivers

    6. 4.6 Market Restraints

    7. 4.7 Value Chain / Supply Chain Analysis

    8. 4.8 Porters 5 Force Analysis

      1. 4.8.1 Threat of New Entrants

      2. 4.8.2 Bargaining Power of Buyers/Consumers

      3. 4.8.3 Bargaining Power of Suppliers

      4. 4.8.4 Threat of Substitute Products

      5. 4.8.5 Intensity of Competitive Rivalry

    9. 4.9 Impact of COVID-19 on the Market

  5. 5. MARKET SEGMENTATION

    1. 5.1 By Fund Type

      1. 5.1.1 Equity

      2. 5.1.2 Bond

      3. 5.1.3 Hybrid

      4. 5.1.4 Money Market

      5. 5.1.5 Others

    2. 5.2 By Geography

      1. 5.2.1 China

      2. 5.2.2 India

      3. 5.2.3 Singapore

      4. 5.2.4 Taiwan

      5. 5.2.5 Hong Kong

      6. 5.2.6 Korea

      7. 5.2.7 Rest of Asia-Pacific

  6. 6. COMPETITIVE LANDSCAPE

    1. 6.1 Market Competition Overview (Market Concentration And M&A Deals)

    2. 6.2 Company Profiles

      1. 6.2.1 E fund Management

      2. 6.2.2 Bosera Asset management

      3. 6.2.3 HDFC Mutual Fund

      4. 6.2.4 ICICI Prudential Mutual Fund

      5. 6.2.5 T. Rowe Price

      6. 6.2.6 BlackRock

      7. 6.2.7 Goldman Sachs

      8. 6.2.8 Matthews Asia Funds

      9. 6.2.9 Fidelity Investments

      10. 6.2.10 Invesco*

    3. *List Not Exhaustive
  7. 7. MARKET OPPORTUNITIES AND FUTURE TRENDS

**Subject to Availability

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Frequently Asked Questions

The Asia-Pacific Mutual Fund Industry market is studied from 2016 - 2026.

The Asia-Pacific Mutual Fund Industry is growing at a CAGR of 11% over the next 5 years.

Matthews Asia Funds, E Fund Management, HDFC Mutual Fund, BlackRock, Fidelity Investments are the major companies operating in Asia-Pacific Mutual Fund Industry.

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