Germany Mutual Funds Market Size
| Study Period | 2020 - 2029 |
| Base Year For Estimation | 2023 |
| Market Size (2024) | USD 3.68 Billion |
| Market Size (2029) | USD 5.43 Billion |
| CAGR (2024 - 2029) | 8.10 % |
| Market Concentration | Medium |
Major Players
*Disclaimer: Major Players sorted in no particular order |
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Germany Mutual Funds Market Analysis
The Germany Mutual Funds Market size in terms of assets under management value is expected to grow from USD 3.68 billion in 2024 to USD 5.43 billion by 2029, at a CAGR of 8.10% during the forecast period (2024-2029).
In recent years, the Germany mutual fund market has demonstrated impressive revenue growth, with a forecasted steady increase expected for the upcoming period. Germany's investment landscape is robust, with investment companies managing substantial assets on behalf of private and institutional investors. These entities play a pivotal economic role in Germany, contributing significantly to the country's financial sector.
Capital management firms in Germany have a crucial role in the pension provision sector, demonstrating their integral position in the financial center. Notably, 50 million private investors across 21 million households in Germany actively engage in fund investments. They participate directly by acquiring mutual fund shares for their portfolios or indirectly by contributing to life insurance policies and occupational pension schemes. Recent market drivers and opportunities include evolving investor preferences, innovative financial products, and advancements in financial technology, shaping the future landscape of the German mutual fund market.
Germany Mutual Funds Market Trends
Open-Ended Spezialfonds are the leading funds of the German Fund Industry
Mutual funds, managed by professionals, grant investors a diversified asset portfolio, spanning stocks, bonds, and other securities. Given the quest for risk management and portfolio diversification, mutual funds hold appeal, thanks to their pooled investment structure and wide-ranging asset allocation. With interest rates at a low and inflation chipping away at the value of savings and fixed-income investments, German households are increasingly gravitating towards mutual funds. The goal is to generate higher returns and safeguard wealth over the long haul. Mutual funds, by exposing investors to both equity and fixed-income markets, offer the potential for both capital appreciation and income generation. Germany's aging population and dwindling birth rates have significant implications for financial planning and retirement savings at the household level. As individuals and families strive to amass wealth and secure their financial futures, mutual funds emerge as a flexible and accessible avenue for long-term savings and retirement planning. These funds cater to a spectrum of risk profiles and investment goals.
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.
Germany Mutual Funds Market Report - 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 have recently become very popular 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 German mutual funds market is segmented by fund type, distribution channel, and investor type. By fund type, the market is sub-segmented into equity funds, bond funds, money market funds, and hybrid & other funds. By distribution channel, the market is sub-segmented into banks, financial advisors, direct sellers, and others. By investor type, the market is sub-segmented into institutional and individual. The report offers market size and forecasts for the German mutual funds market in value (USD) 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 |
Germany Mutual Funds Market Research Faqs
How big is the Germany Mutual Funds Market?
The Germany Mutual Funds Market size is expected to reach USD 3.68 billion in 2024 and grow at a CAGR of 8.10% to reach USD 5.43 billion by 2029.
What is the current Germany Mutual Funds Market size?
In 2024, the Germany Mutual Funds Market size is expected to reach USD 3.68 billion.
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.
What years does this Germany Mutual Funds Market cover, and what was the market size in 2023?
In 2023, the Germany Mutual Funds Market size was estimated at USD 3.38 billion. The report covers the Germany Mutual Funds Market historical market size for years: 2020, 2021, 2022 and 2023. The report also forecasts the Germany Mutual Funds Market size for years: 2024, 2025, 2026, 2027, 2028 and 2029.
Germany Mutual Funds Industry Report
Statistics for the 2024 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 2024 to 2029) and historical overview. Get a sample of this industry analysis as a free report PDF download.
