Product Type: Market Research Report
Published by: Datamonitor
Published: March 2003
Product Code: R313-5602Description Introduction:
The European mutual funds Databook 2003 is a complete reference source to the mutual funds industry providing a concise data enriched tool to help understand the dynamics of this market. It provides in-depth and up-to-date standardized data across twelve major European markets, giving a comprehensive breakdown of both the retail and non-retail sectors for years 1997-2001.
Scope:
* Standardized data on 12 European countries: Belgium, Denmark, France, Germany, Ireland, Italy, Netherlands, Norway, Spain, Sweden, Switzerland and UK.
* Detailed breakdown between retail and non-retail mutual funds market over the period 1997-2001.
* Data collected from national mutual funds associations and European associations
* Forecast of the retail mutual funds market to 2006.
Report Highlights:
The European retail mutual funds market in 2001 is worth EUR 2,455bn.
France is the largest retail mutual funds market in Europe.
Denmark is the fastest growing retail mutual funds market over the period 1997-2001.
Reasons to Purchase:
* This is the only databook in the market, which contains 2001 data across 12 European countries.
* The data is comprehensively standardized. The differences in product definition between countries and between products have been eliminated.
* For domestic players, this report helps them to understand the opportunities and threats inherent within their home market.
Table of Contents CHAPTER 1 INTRODUCTION
1.1 Databook Structure
CHAPTER 2 EUROPE
2.1 Key Findings
2.2 European Overview
Table 1: European retail savings and investment market, segmented by counand product, 2001
Table 2: European retail savings and investment market segmented by produreal values, 1997-2001
Table 3: European retail mutual funds, segmented by country, real values, 1992001
Table 4: Mutual funds share of the European savings and investment marksegmented by country, 1997-2001
Table 5: European mutual fund assets per capita, segmented by country, revalues, 1997-2001
Table 6: European mutual funds market, segmented by asset class, 1997-2001
Table 7: European retail mutual funds market, segmented by country and assclass, 2001
2.3 Product Segmentation
Table 8: European retail equity funds, segmented by country, real values, 1992001
Table 9: European retail bond funds, segmented by country, real values, 1992001
Table 10: European retail money market funds, segmented by country, real value1997-2001
Table 11: European retail balanced funds, segmented by country, real value1997-2001
Table 12: European retail property funds, segmented by country, real value1997-2001
Table 13: European retail other funds, segmented by country, real values, 1992001
2.4 Competition
Table 14: Top 5 mutual fund competitor concentration, by country, 2001
2.5 Forecast
Table 15: Forecasts for the European retail mutual funds market, assets undmanagement, 2001-2006f
Table 16: Forecasts for the European retail mutual funds as a proportion of ttotal European retail savings and investments market, 2001-2006f
CHAPTER 3 BELGIUM
3.1 Market Overview
Table 17: Total Belgian mutual funds, segmented by investor, 1997-2001
Table 18: Belgian retail mutual funds, segmented by domicile, 1997-2001
Table 19: Belgian retail mutual funds, segmented by asset class, 1997-2001
Table 20: Total Belgian mutual funds, segmented according to investment polic1997-2001
Table 21: Total Belgian mutual funds, segmented by legal structure, 1997-2001
Table 22: Total Belgian mutual funds gross inflows, segmented by asset clas1997-2001
Table 23: Total Belgian mutual funds gross outflows, segmented by asset clas1997-2001
Table 24: Total Belgian mutual funds net inflows, segmented by asset class, 1992001
Table 25: Total Belgian mutual fund assets per capita, 1997-2001
3.2 Distribution
Table 26: Belgian retail mutual funds, distribution channels, 2001
3.3 Competition
Table 27: Total Belgian mutual funds, principal competitors, 1997-2001
3.4 Forecast
Table 28: Forecasts for retail mutual funds in Belgium, assets under manageme2001-2006f
Table 29: Forecasts for retail mutual funds as a proportion of the total Belgian retsavings and investments market, 2001-2006f
CHAPTER 4 DENMARK
4.1 Market Overview
Table 30: Total Danish mutual funds, segmented by investor, 1997-2001
Table 31: Danish retail mutual funds, segmented by asset class, 1997-2001
Table 32: Danish non-retail mutual funds, segmented by asset class, 1997-2001
Table 33: Total Danish mutual funds, segmented according to investment polic1997-2001
Table 34: Total Danish mutual funds gross inflows, segmented by asset clas1997-2001
Table 35: Total Danish mutual funds gross outflows, segmented by asset clas1997-2001
Table 36: Total Danish mutual funds net inflows, segmented by asset class, 1992001
Table 37: Total Danish mutual fund assets per capita, 1997-2001
4.2 Distribution
Table 38: Danish retail mutual funds, distribution channels, 2001
4.3 Competition
Table 39: Total Danish mutual funds, principal competitors, 1997-2001
4.4 Forecast
Table 40: Forecasts for retail mutual funds in Denmark, assets undmanagement, 2001-2006f
Table 41: Forecasts for retail mutual funds as a proportion of total Danish retsavings and investments, 2001-2006f
CHAPTER 5 FRANCE
5.1 Market Overview
Table 42: Total French mutual funds, segmented by investor, 1997-2001
Table 43: French retail mutual funds, segmented by domicile, 1997-2001
Table 44: French retail mutual funds, segmented by asset class, 1997-2001
Table 45: French non-retail mutual funds, segmented by asset class, 1997-2001
Table 46: Total French mutual funds, segmented according to investment polic1997-2001
Table 47: Total French mutual funds, segmented by legal structure, 1997-2001
Table 48: Total French mutual funds gross inflows, segmented by asset clas1997-2001
Table 49: Total French mutual funds gross outflows, segmented by asset clas1997-2001
Table 50: Total French mutual funds net inflows, segmented by asset class, 1992001
Table 51: Total French mutual fund assets per capita, 1997-2001
5.2 Distribution
Table 52: French retail mutual funds, distribution channels, 2001
5.3 Competition
Table 53: Total French mutual funds, principal competitors, 2001
5.4 Forecast
Table 54: Forecasts for retail mutual funds in France, assets under manageme2001-2006f
Table 55: Forecasts for French retail mutual funds as proportion of French retsavings and investments market, 2001-2006f
CHAPTER 6 GERMANY
6.1 Market Overview
Table 56: Total German mutual funds, segmented by investor, 1997-2001
Table 57: German retail mutual funds, segmented by domicile, 1997-2001
Table 58: German retail mutual funds, segmented by asset class, 1997-2001
Table 59: German non-retail mutual funds, segmented by asset class, 1997-2001
Table 60: Total German mutual funds gross inflows, segmented by asset clas1997-2001
Table 61: Total German mutual funds gross outflows, segmented by asset cla1997-2001
Table 62: Total German mutual funds net inflows, segmented by asset class, 1992001
Table 63: Total German mutual fund assets per capita, 1997-2001
6.2 Distribution
Table 64: German retail mutual funds, distribution channels, 2001
6.3 Competition
Table 65: Total Germany mutual funds, principal competitors, 1997-2001
6.4 Forecast
Table 66: Forecasts for retail mutual funds in Germany, assets undmanagement, 2001-2006f
Table 67: Forecasts for retail mutual funds as a proportion of the total Germretail savings and investments market, 2001-2006f
CHAPTER 7 IRELAND
7.1 Market Overview
Table 68: Total Irish mutual funds, segmented by investor, 1997-2001
Table 69: Irish retail mutual funds, segmented by asset class, 1997-2001
Table 70: Total Irish mutual fund assets per capita, 1997-2001
7.2 Forecast
Table 71: Forecasts for retail mutual funds in Ireland, assets under manageme2001-2006f
Table 72: Forecasts for retail mutual funds as a proportion of the total Irish retsavings and investments market, 2001-2006f
CHAPTER 8 ITALY
8.1 Market Overview
Table 73: Total Italian mutual funds, segmented by investor, 1997-2001
Table 74: Italian retail mutual funds, segmented by domicile, 1997-2001
Table 75: Italian retail mutual funds, segmented by asset class, 1997-2001
Table 76: Total Italian mutual funds, segmented according to investment polic1997-2001
Table 77: Total Italian mutual funds gross inflows, segmented by asset clas1997-2001
Table 78: Total Italian mutual funds gross outflows, segmented by asset clas1997-2001
Table 79: Total Italian mutual funds net inflows, segmented by asset class, 1992001
Table 80: Total Italian mutual fund assets per capita, 1997-2001
8.2 Distribution
Table 81: Italian retail mutual funds, distribution channels, 2001
8.3 Competition
Table 82: Total Italian mutual funds, principal competitors, 1997-2001
8.4 Forecast
Table 83: Forecasts for retail mutual funds in Italy, assets under manageme2001-2006f
Table 84: Forecasts for retail mutual funds as proportion of the total Italian retsavings and investments market, 2001-2006f
CHAPTER 9 NETHERLANDS
9.1 Market Overview
Table 85: Total Dutch mutual funds, segmented by investor, 1997-2001
Table 86: Dutch retail mutual funds, segmented by asset class, 1997-2001
Table 87: Dutch non-retail mutual funds, segmented by asset class, 1997-2001
Table 88: Total Dutch mutual funds, segmented according to investment polic1997-2001
Table 89: Total Dutch mutual funds net inflows, segmented by asset class, 1992001
Table 90: Total Dutch mutual fund assets per capita, 1997-2001
9.2 Distribution
Table 91: Dutch retail mutual funds, distribution channels, 2001
9.3 Competition
Table 92: Total Dutch mutual funds, principal competitors, 2001
9.4 Forecast
Table 93: Forecasts for retail mutual funds in the Netherlands, assets undmanagement, 2001-2006f
Table 94: Forecasts for retail mutual funds as a proportion of the total Dutch retsavings and investments market, 2001-2006f
CHAPTER 10 NORWAY
10.1 Market Overview
Table 95: Total Norwegian mutual funds, segmented by investor, 1997-2001
Table 96: Norwegian retail mutual funds, segmented by asset class, 1997-2001
Table 97: Norwegian non-retail mutual funds, segmented by asset class, 1992001
Table 98: Total Norwegian mutual funds, segmented according to investmepolicy, 1997-2001
Table 99: Total Norwegian mutual funds gross inflows, segmented by asset clas1997-2001
Table 100: Total Norwegian mutual funds gross outflows, segmented by asset clas1997-2001
Table 101: Total Norwegian mutual funds net inflows, segmented by asset clas1997-2001
Table 102: Total Norwegian mutual fund assets per capita, 1997-2001
10.2 Distribution
Table 103: Norway retail mutual funds, distribution channels, 2001
10.3 Competition
Table 104: Total Norwegian mutual funds, principal competitors, 1997-2001
10.4 Forecast
Table 105: Forecasts for retail mutual funds in Norway, assets under manageme2001-2006f
Table 106: Forecasts for retail mutual funds as a proportion of the total Norwegiretail savings and investments market, 2001-2006f
CHAPTER 11 SPAIN
11.1 Market Overview
Table 107: Total Spanish mutual funds, segmented by investor, 1997-2001
Table 108: Spanish retail mutual funds, segmented by domicile, 1997-2001
Table 109: Spanish retail mutual funds, segmented by asset class, 1997-2001
Table 110: Spanish non-retail mutual funds, segmented by asset class, 1997-2001
Table 111: Total Spanish mutual funds, segmented according to investment polic1997-2001
Table 112: Total Spanish mutual funds, segmented by legal structure, 1997-2001
Table 113: Total Spanish mutual funds gross inflows, segmented by asset clas1997-2001
Table 114: Total Spanish mutual funds gross outflows, segmented by asset cla1997-2001
Table 115: Total Spanish mutual funds net inflows, segmented by asset class, 1992001
Table 116: Total Spanish mutual fund assets per capita, 1997-2001
11.2 Distribution
Table 117: Spanish retail mutual funds, distribution channels, 2001
11.3 Competition
Table 118: Total Spanish mutual funds, principal competitors, 1997-2001
11.4 Forecast
Table 119: Forecasts for retail mutual funds in Spain, assets under manageme2001-2006f
Table 120: Forecasts for retail mutual funds as a proportion of the total Spaniretail savings and investments market, 2001-2006f
CHAPTER 12 SWEDEN
12.1 Market Overview
Table 121: Total Swedish mutual funds, segmented by investor, 1997-2001
Table 122: Swedish retail mutual funds, segmented by domicile, 1997-2001
Table 123: Swedish retail mutual funds, segmented by asset class, 1997-2001
Table 124: Swedish non-retail mutual funds, segmented by asset class, 1997-2001
Table 125: Total Swedish mutual funds gross inflows, segmented by asset clas1997-2001
Table 126: Total Swedish mutual funds gross outflows, segmented by asset clas1997-2001
Table 127: Total Swedish mutual funds net inflows, segmented by asset clas1997-2001
Table 128: Total Swedish mutual fund assets per capita, 1997-2001
12.2 Distribution
Table 129: Swedish retail mutual funds, distribution channels, 2001
12.3 Competition
Table 130: Total Swedish mutual funds, principal competitors, 1997-2001
12.4 Forecast
Table 131: Forecasts for retail mutual funds in Sweden, assets under manageme2001-2006f
Table 132: Forecasts for retail mutual funds as a proportion of the total Swediretail savings and investments market, 2001-2006f
CHAPTER 13 SWITZERLAND
13.1 Market Overview
Table 133: Total Swiss mutual funds, segmented by investor, 1997-2001
Table 134: Swiss retail mutual funds, segmented by domicile, 1997-2001
Table 135: Swiss retail mutual funds, segmented by asset class, 1997-2001
Table 136: Total Swiss mutual funds gross inflows, segmented by asset clas1997-2001
Table 137: Total Swiss mutual funds gross outflows, segmented by asset clas1997-2001
Table 138: Total Swiss mutual funds net inflows, segmented by asset class, 1992001
Table 139: Total Swiss mutual fund assets per capita, 1997-2001
13.2 Distribution
Table 140: Swiss retail mutual funds, distribution channels, 2001
13.3 Competition
Table 141: Total Swiss mutual funds, principal competitors, 1997-2001
13.3 Forecast
Table 142: Forecasts for retail mutual funds in Switzerland, assets undmanagement, 2001-2006f
Table 143: Forecasts for retail mutual funds as a proportion of total Swiss retsavings and investments market, 2001-2006f
CHAPTER 14 UNITED KINGDOM
14.1 Market Overview
Table 144: Total UK mutual funds, segmented by investor, 1997-2001
Table 145: UK retail mutual funds, segmented by domicile, 1997-2001
Table 146: UK retail mutual funds, segmented by asset class, 1997-2001
Table 147: UK non-retail mutual funds, segmented by asset class, 1997-2001
Table 148: Total UK mutual funds, segmented according to investment policy, 1992001
Table 149: Total UK mutual funds, segmented by legal structure, 1997-2001
Table 150: Total UK mutual funds gross inflows, segmented by asset class, 1992001
Table 151: Total UK mutual fund assets per capita, 1997-2001
14.2 Distribution
Table 152: UK retail mutual funds, distribution channels, 2001
14.3 Competition
Table 153: Total UK mutual funds, principal competitors, unit trust, 1997-2001
Table 154: Total UK mutual funds, principal competitors, investment trust, 1992001
14.4 Forecast
Table 155: Forecasts for retail mutual funds in the UK, assets under manageme2001-2006f
Table 156: Forecasts for retail mutual funds as a proportion of the total UK retsavings and investments market, 2001-2006f
CHAPTER 15 APPENDIX
15.1 Country specific
Table 157: The regulatory environment of the Belgian mutual funds market
Table 158: Fund structures in Belgium
Table 159: The regulatory environment of the Danish mutual funds markets
Table 160: The regulatory environment of the French mutual funds market
Table 161: Fund structure in France
Table 162: The regulatory environment of the German mutual funds market
Table 163: Fund structure in Germany
Table 164: The regulatory environment of the Italian mutual funds market
Table 165: Fund structure in Italy
Table 166: The regulatory environment of the Irish mutual funds markets
Table 167: The regulatory environment of the Dutch mutual funds market
Table 168: The regulatory environment of the Norwegian mutual funds markets
Table 169: The regulatory environment of the Spanish mutual funds market
Table 170: Fund structures in Spain
Table 171: The regulatory environment of the Swedish mutual funds markets
Table 172: The regulatory environment of the Swiss mutual funds market
Table 173: The regulatory environment of the UK mutual funds market
Table 174: Fund structures in the United Kingdom
15.2 Macroeconomic Data
Table 175: European exchange rates for Euro conversion, 1997-2001
Table 176: European consumer price index (CPI) re-based to 100 in 200segmented by country, 1997-2001
Table 177: European populations, segmented by country, 1997-2001
Table 178: Forecasted European populations, 2002f-2006f
15.3 Definitions
15.3 Abbreviations
Table 179: Currency and data abbreviations
Table 180: Country abbreviations
15.4 Research Methodology
15.5 Data Integracy
15.6 Bibliography
15.7 Relevant links
15.8 Future Readings
15.9 SPP Writing Team
|
|
