Topic: Investment funds domiciled in Europe (2024)

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Choosing a fund domicile Fund performance Key insights Editor’s Picks Current statistics on this topic Current statistics on this topic Related topics Recommended Recommended statistics Overview Overview Assets under management Assets under management Fund metrics Fund metrics Country-specific fund metrics Country-specific fund metrics Country of domicile Country of domicile Further reportsGet the best reports to understand your industry Get the best reports to understand your industry Contact
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    • Investment funds are vehicles used to gather investor capital and collectively invest this capital in a portfolio of various financial securities. The country in which the fund is incorporated is the domicile country. Funds domiciled in Europe have a combined net asset worth of almost 22 trillion euros. These funds primarily fall into two categories, Alternative Investment Funds (AIFs) and Undertakings for Collective Investments in Transferable Securities (UCITS). AIFs typically do not invest in traditional products such as stocks, bonds, or cash securities. AIFs use collective funds from certified investors to invest in securities such as private equity, commodities, and hedge funds, among other types of securities. UCITS are mutual funds that are structured under the European commission. UCITS invest in a range of securities such as stocks and bonds. Due to the regulation of UCITS, these mutual funds are registered in Europe and can be sold worldwide. When net sales of a UCITS or AIFs are positive, this is reflective of more investors buying into the fund than the level of investment being taken out.

    Choosing a fund domicile

    The fund domicile is typically where the administration and management of the fund takes place. There are several crucial factors firms should consider when choosing a country of domicile. Financial costs may vary, often a physical presence is required in the domical country this may result in relocation costs or costs to set up an asset management company in Europe. Local corporate tax rates in Europe also vary and can add additional expense. Market access is also an important topic. AIFs and UCITS domiciled within the European Union (EU) have free access to all EU investors. This is in contrast to the UK where it is possible, however, significantly more difficult to market across EU member countries. Legal transparency and local regulations are also a factor. While many European countries both within and outside of the EU have strong regulatory systems, it is still an important consideration to evaluate when choosing a fund domicile, because local laws and regulations can impact a funds operation. The perceived corruption of European countries is a key factor to consider.

    Fund performance

    Luxembourg and Ireland are among the most popular EU member countries to be chosen as a fund domicile. Almost half of all European UCITS and AIFs net assets are domiciled in Luxembourg and Ireland. Both countries have experienced steady growth rates of UCITS net assets of around 20 percent. This is in contrast to countries such as Bulgaria, which had more than double the amount of growth. However, Bulgaria is currently home to some of the lowest levels of investment fund assets under management in Europe. A positive growth rate typically is a good sign when evaluating a fund's performance. However, it may not always directly reflect the size of the fund as typically growth may remain constant in more developed environments.

    This text provides general information. Statista assumes no liability for the information given being complete or correct. Due to varying update cycles, statistics can display more up-to-date data than referenced in the text.

    Published by Statista Research Department, Feb 7, 2023

    Key insights

    Total number of investment funds in Luxembourg
    14259

    Topic: Investment funds domiciled in Europe (2)

    Detailed statistics

    Number of investment fund units in Luxembourg Q4 2006- Q1 2023

    Most common fund size in the Netherlands
    More than 100m EUR

    Topic: Investment funds domiciled in Europe (3)

    Detailed statistics

    Factoring funds in use in the Netherlands 2018-2022, by size

    Investment fund assets as a percentage of Swedens' GDP
    125%

    Topic: Investment funds domiciled in Europe (4)

    Detailed statistics

    GDP ratio of investment funds financial assets in Sweden 2012-2021

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    Recommended statistics

    Overview

    Assets under management

    Fund metrics

    Country-specific fund metrics

    Country of domicile

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    Topic: Investment funds domiciled in Europe (42)

    Topic: Investment funds domiciled in Europe (43)

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    Topic: Investment funds domiciled in Europe (2024)
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