Product Code: ETC13341490 | Publication Date: Apr 2025 | Updated Date: Jul 2025 | Product Type: Market Research Report | |
Publisher: 6Wresearch | Author: Summon Dutta | No. of Pages: 190 | No. of Figures: 80 | No. of Tables: 40 |
According to 6Wresearch internal database and industry insights, the Global Mutual Fund Market was valued at USD 2000 Billion in 2024 and is expected to reach USD 2909.02 Billion by 2031, growing at a compound annual growth rate of 5.60% during the forecast period (2025-2031).
The global mutual fund market is a dynamic and rapidly evolving sector within the financial industry. Mutual funds are investment vehicles that pool money from numerous investors to invest in a diversified portfolio of securities, such as stocks, bonds, and other assets. The market is characterized by a wide range of fund types, including equity funds, fixed-income funds, balanced funds, and specialty funds, catering to various risk appetites and investment objectives. Key drivers of growth in the global mutual fund market include increasing investor awareness, growing demand for retirement savings options, and the rise of digital platforms facilitating easy access to fund investments. Regulatory changes, market volatility, and shifting investor preferences also play significant roles in shaping the market landscape. Overall, the global mutual fund market offers investors diverse opportunities for wealth creation and portfolio diversification.
The Global Mutual Fund Market is experiencing several key trends and opportunities. Growing interest in sustainable and socially responsible investing is driving demand for ESG-focused mutual funds. Technology is also reshaping the industry, with the rise of robo-advisors and digital platforms making it easier for investors to access and manage mutual funds. Additionally, the trend towards passive investing through low-cost index funds and ETFs continues to gain momentum. Emerging markets present a significant opportunity for growth as investors seek higher returns and diversification. Regulatory changes, such as the recent SEC rule allowing more retail investors to access private markets through mutual funds, are also creating new possibilities for market expansion. Overall, the mutual fund market is evolving to meet the changing needs and preferences of investors worldwide.
The Global Mutual Fund Market faces several challenges including increasing regulatory scrutiny and compliance requirements, fee pressure due to competition and market saturation, evolving investor preferences towards low-cost passive funds like ETFs, and the need for better transparency and reporting to gain investor trust. Additionally, market volatility, geopolitical uncertainties, and economic downturns can negatively impact fund performance and investor confidence. Technology disruption and the rise of robo-advisors also present challenges for traditional mutual fund managers in terms of digital transformation and staying competitive in a rapidly changing landscape. Overall, navigating these challenges requires mutual fund companies to adapt their strategies, enhance operational efficiencies, and focus on innovation to attract and retain investors in a highly competitive market environment.
The Global Mutual Fund Market is primarily driven by factors such as increasing investor awareness about mutual funds as a diversified investment option, growing interest in long-term savings and retirement planning, and the convenience of professional fund management. Additionally, the rise of digital platforms and online investment services has made it easier for individuals to access and invest in mutual funds, further propelling market growth. Furthermore, favorable regulatory environments, the availability of a wide range of fund options catering to different risk appetites, and the potential for higher returns compared to traditional savings accounts also contribute to the expansion of the global mutual fund market.
Government policies related to the Global Mutual Fund Market vary by country but generally focus on regulation, investor protection, and market stability. Regulators in most countries require mutual funds to adhere to strict guidelines regarding disclosure, risk management, and investor rights. These policies aim to ensure transparency, fairness, and accountability in the industry while safeguarding investors from fraud and misconduct. Additionally, governments may impose restrictions on certain types of investments or set limits on fund manager compensation to promote market stability and prevent excessive risk-taking. Overall, government policies in the Global Mutual Fund Market are designed to maintain the integrity of the market, protect investors, and promote confidence in the financial system.
The Global Mutual Fund Market is poised for continued growth in the foreseeable future, driven by factors such as increasing investor awareness, growing demand for diversified investment options, and the rise of digital platforms making investing more accessible. Emerging markets are expected to play a significant role in fueling this growth, as investors seek opportunities beyond traditional markets. Additionally, the shift towards sustainable and socially responsible investing is a trend that is likely to shape the mutual fund industry, with more funds incorporating environmental, social, and governance (ESG) criteria into their investment strategies. Overall, the Global Mutual Fund Market is projected to expand as investors increasingly turn to mutual funds for long-term wealth accumulation and portfolio diversification.
In the Global Mutual Fund Market, each region offers unique insights. Asia is experiencing rapid growth driven by increasing disposable income and a growing middle class. North America remains the largest market, characterized by a mature industry, a wide range of fund options, and a strong focus on innovation. Europe is known for its diverse regulatory landscape and strong emphasis on sustainability investing. The Middle East and Africa region is seeing a rising interest in Islamic funds and socially responsible investments. Latin America is marked by evolving regulatory frameworks, increasing access to mutual funds for retail investors, and a growing interest in cross-border investments. Overall, these regional dynamics contribute to the global diversity and vibrancy of the mutual fund market.
Global Mutual Fund Market |
1 Executive Summary |
2 Introduction |
2.1 Key Highlights of the Report |
2.2 Report Description |
2.3 Market Scope & Segmentation |
2.4 Research Methodology |
2.5 Assumptions |
3 Global Mutual Fund Market Overview |
3.1 Global Regional Macro Economic Indicators |
3.2 Global Mutual Fund Market Revenues & Volume, 2021 & 2031F |
3.3 Global Mutual Fund Market - Industry Life Cycle |
3.4 Global Mutual Fund Market - Porter's Five Forces |
3.5 Global Mutual Fund Market Revenues & Volume Share, By Regions, 2021 & 2031F |
3.6 Global Mutual Fund Market Revenues & Volume Share, By Fund Type, 2021 & 2031F |
3.7 Global Mutual Fund Market Revenues & Volume Share, By Investment Objective, 2021 & 2031F |
3.8 Global Mutual Fund Market Revenues & Volume Share, By Asset Class, 2021 & 2031F |
3.9 Global Mutual Fund Market Revenues & Volume Share, By Investor Type, 2021 & 2031F |
3.10 Global Mutual Fund Market Revenues & Volume Share, By Distribution Channel, 2021 & 2031F |
4 Global Mutual Fund Market Dynamics |
4.1 Impact Analysis |
4.2 Market Drivers |
4.3 Market Restraints |
5 Global Mutual Fund Market Trends |
6 Global Mutual Fund Market, 2021 - 2031 |
6.1 Global Mutual Fund Market, Revenues & Volume, By Fund Type, 2021 - 2031 |
6.1.1 Overview & Analysis |
6.1.2 Global Mutual Fund Market, Revenues & Volume, By Equity Funds, 2021 - 2031 |
6.1.3 Global Mutual Fund Market, Revenues & Volume, By Fixed-Income Funds, 2021 - 2031 |
6.1.4 Global Mutual Fund Market, Revenues & Volume, By Balanced Funds, 2021 - 2031 |
6.1.5 Global Mutual Fund Market, Revenues & Volume, By Index Funds, 2021 - 2031 |
6.1.6 Global Mutual Fund Market, Revenues & Volume, By Money Market Funds, 2021 - 2031 |
6.2 Global Mutual Fund Market, Revenues & Volume, By Investment Objective, 2021 - 2031 |
6.2.1 Overview & Analysis |
6.2.2 Global Mutual Fund Market, Revenues & Volume, By Capital Appreciation, 2021 - 2031 |
6.2.3 Global Mutual Fund Market, Revenues & Volume, By Income Generation, 2021 - 2031 |
6.2.4 Global Mutual Fund Market, Revenues & Volume, By Growth & Income, 2021 - 2031 |
6.2.5 Global Mutual Fund Market, Revenues & Volume, By Passive Investment, 2021 - 2031 |
6.2.6 Global Mutual Fund Market, Revenues & Volume, By Liquidity, 2021 - 2031 |
6.3 Global Mutual Fund Market, Revenues & Volume, By Asset Class, 2021 - 2031 |
6.3.1 Overview & Analysis |
6.3.2 Global Mutual Fund Market, Revenues & Volume, By Stocks, 2021 - 2031 |
6.3.3 Global Mutual Fund Market, Revenues & Volume, By Bonds, 2021 - 2031 |
6.3.4 Global Mutual Fund Market, Revenues & Volume, By Mixed Assets, 2021 - 2031 |
6.3.5 Global Mutual Fund Market, Revenues & Volume, By Index-Tracking, 2021 - 2031 |
6.3.6 Global Mutual Fund Market, Revenues & Volume, By Short-Term Instruments, 2021 - 2031 |
6.4 Global Mutual Fund Market, Revenues & Volume, By Investor Type, 2021 - 2031 |
6.4.1 Overview & Analysis |
6.4.2 Global Mutual Fund Market, Revenues & Volume, By Individual Investors, 2021 - 2031 |
6.4.3 Global Mutual Fund Market, Revenues & Volume, By Retirees, 2021 - 2031 |
6.4.4 Global Mutual Fund Market, Revenues & Volume, By Institutional Investors, 2021 - 2031 |
6.4.5 Global Mutual Fund Market, Revenues & Volume, By Long-Term Investors, 2021 - 2031 |
6.4.6 Global Mutual Fund Market, Revenues & Volume, By Corporations, 2021 - 2031 |
6.5 Global Mutual Fund Market, Revenues & Volume, By Distribution Channel, 2021 - 2031 |
6.5.1 Overview & Analysis |
6.5.2 Global Mutual Fund Market, Revenues & Volume, By Online Platforms, 2021 - 2031 |
6.5.3 Global Mutual Fund Market, Revenues & Volume, By Banks, 2021 - 2031 |
6.5.4 Global Mutual Fund Market, Revenues & Volume, By Financial Advisors, 2021 - 2031 |
6.5.5 Global Mutual Fund Market, Revenues & Volume, By Brokers, 2021 - 2031 |
6.5.6 Global Mutual Fund Market, Revenues & Volume, By Direct Sales, 2021 - 2031 |
7 North America Mutual Fund Market, Overview & Analysis |
7.1 North America Mutual Fund Market Revenues & Volume, 2021 - 2031 |
7.2 North America Mutual Fund Market, Revenues & Volume, By Countries, 2021 - 2031 |
7.2.1 United States (US) Mutual Fund Market, Revenues & Volume, 2021 - 2031 |
7.2.2 Canada Mutual Fund Market, Revenues & Volume, 2021 - 2031 |
7.2.3 Rest of North America Mutual Fund Market, Revenues & Volume, 2021 - 2031 |
7.3 North America Mutual Fund Market, Revenues & Volume, By Fund Type, 2021 - 2031 |
7.4 North America Mutual Fund Market, Revenues & Volume, By Investment Objective, 2021 - 2031 |
7.5 North America Mutual Fund Market, Revenues & Volume, By Asset Class, 2021 - 2031 |
7.6 North America Mutual Fund Market, Revenues & Volume, By Investor Type, 2021 - 2031 |
7.7 North America Mutual Fund Market, Revenues & Volume, By Distribution Channel, 2021 - 2031 |
8 Latin America (LATAM) Mutual Fund Market, Overview & Analysis |
8.1 Latin America (LATAM) Mutual Fund Market Revenues & Volume, 2021 - 2031 |
8.2 Latin America (LATAM) Mutual Fund Market, Revenues & Volume, By Countries, 2021 - 2031 |
8.2.1 Brazil Mutual Fund Market, Revenues & Volume, 2021 - 2031 |
8.2.2 Mexico Mutual Fund Market, Revenues & Volume, 2021 - 2031 |
8.2.3 Argentina Mutual Fund Market, Revenues & Volume, 2021 - 2031 |
8.2.4 Rest of LATAM Mutual Fund Market, Revenues & Volume, 2021 - 2031 |
8.3 Latin America (LATAM) Mutual Fund Market, Revenues & Volume, By Fund Type, 2021 - 2031 |
8.4 Latin America (LATAM) Mutual Fund Market, Revenues & Volume, By Investment Objective, 2021 - 2031 |
8.5 Latin America (LATAM) Mutual Fund Market, Revenues & Volume, By Asset Class, 2021 - 2031 |
8.6 Latin America (LATAM) Mutual Fund Market, Revenues & Volume, By Investor Type, 2021 - 2031 |
8.7 Latin America (LATAM) Mutual Fund Market, Revenues & Volume, By Distribution Channel, 2021 - 2031 |
9 Asia Mutual Fund Market, Overview & Analysis |
9.1 Asia Mutual Fund Market Revenues & Volume, 2021 - 2031 |
9.2 Asia Mutual Fund Market, Revenues & Volume, By Countries, 2021 - 2031 |
9.2.1 India Mutual Fund Market, Revenues & Volume, 2021 - 2031 |
9.2.2 China Mutual Fund Market, Revenues & Volume, 2021 - 2031 |
9.2.3 Japan Mutual Fund Market, Revenues & Volume, 2021 - 2031 |
9.2.4 Rest of Asia Mutual Fund Market, Revenues & Volume, 2021 - 2031 |
9.3 Asia Mutual Fund Market, Revenues & Volume, By Fund Type, 2021 - 2031 |
9.4 Asia Mutual Fund Market, Revenues & Volume, By Investment Objective, 2021 - 2031 |
9.5 Asia Mutual Fund Market, Revenues & Volume, By Asset Class, 2021 - 2031 |
9.6 Asia Mutual Fund Market, Revenues & Volume, By Investor Type, 2021 - 2031 |
9.7 Asia Mutual Fund Market, Revenues & Volume, By Distribution Channel, 2021 - 2031 |
10 Africa Mutual Fund Market, Overview & Analysis |
10.1 Africa Mutual Fund Market Revenues & Volume, 2021 - 2031 |
10.2 Africa Mutual Fund Market, Revenues & Volume, By Countries, 2021 - 2031 |
10.2.1 South Africa Mutual Fund Market, Revenues & Volume, 2021 - 2031 |
10.2.2 Egypt Mutual Fund Market, Revenues & Volume, 2021 - 2031 |
10.2.3 Nigeria Mutual Fund Market, Revenues & Volume, 2021 - 2031 |
10.2.4 Rest of Africa Mutual Fund Market, Revenues & Volume, 2021 - 2031 |
10.3 Africa Mutual Fund Market, Revenues & Volume, By Fund Type, 2021 - 2031 |
10.4 Africa Mutual Fund Market, Revenues & Volume, By Investment Objective, 2021 - 2031 |
10.5 Africa Mutual Fund Market, Revenues & Volume, By Asset Class, 2021 - 2031 |
10.6 Africa Mutual Fund Market, Revenues & Volume, By Investor Type, 2021 - 2031 |
10.7 Africa Mutual Fund Market, Revenues & Volume, By Distribution Channel, 2021 - 2031 |
11 Europe Mutual Fund Market, Overview & Analysis |
11.1 Europe Mutual Fund Market Revenues & Volume, 2021 - 2031 |
11.2 Europe Mutual Fund Market, Revenues & Volume, By Countries, 2021 - 2031 |
11.2.1 United Kingdom Mutual Fund Market, Revenues & Volume, 2021 - 2031 |
11.2.2 Germany Mutual Fund Market, Revenues & Volume, 2021 - 2031 |
11.2.3 France Mutual Fund Market, Revenues & Volume, 2021 - 2031 |
11.2.4 Rest of Europe Mutual Fund Market, Revenues & Volume, 2021 - 2031 |
11.3 Europe Mutual Fund Market, Revenues & Volume, By Fund Type, 2021 - 2031 |
11.4 Europe Mutual Fund Market, Revenues & Volume, By Investment Objective, 2021 - 2031 |
11.5 Europe Mutual Fund Market, Revenues & Volume, By Asset Class, 2021 - 2031 |
11.6 Europe Mutual Fund Market, Revenues & Volume, By Investor Type, 2021 - 2031 |
11.7 Europe Mutual Fund Market, Revenues & Volume, By Distribution Channel, 2021 - 2031 |
12 Middle East Mutual Fund Market, Overview & Analysis |
12.1 Middle East Mutual Fund Market Revenues & Volume, 2021 - 2031 |
12.2 Middle East Mutual Fund Market, Revenues & Volume, By Countries, 2021 - 2031 |
12.2.1 Saudi Arabia Mutual Fund Market, Revenues & Volume, 2021 - 2031 |
12.2.2 UAE Mutual Fund Market, Revenues & Volume, 2021 - 2031 |
12.2.3 Turkey Mutual Fund Market, Revenues & Volume, 2021 - 2031 |
12.3 Middle East Mutual Fund Market, Revenues & Volume, By Fund Type, 2021 - 2031 |
12.4 Middle East Mutual Fund Market, Revenues & Volume, By Investment Objective, 2021 - 2031 |
12.5 Middle East Mutual Fund Market, Revenues & Volume, By Asset Class, 2021 - 2031 |
12.6 Middle East Mutual Fund Market, Revenues & Volume, By Investor Type, 2021 - 2031 |
12.7 Middle East Mutual Fund Market, Revenues & Volume, By Distribution Channel, 2021 - 2031 |
13 Global Mutual Fund Market Key Performance Indicators |
14 Global Mutual Fund Market - Export/Import By Countries Assessment |
15 Global Mutual Fund Market - Opportunity Assessment |
15.1 Global Mutual Fund Market Opportunity Assessment, By Countries, 2021 & 2031F |
15.2 Global Mutual Fund Market Opportunity Assessment, By Fund Type, 2021 & 2031F |
15.3 Global Mutual Fund Market Opportunity Assessment, By Investment Objective, 2021 & 2031F |
15.4 Global Mutual Fund Market Opportunity Assessment, By Asset Class, 2021 & 2031F |
15.5 Global Mutual Fund Market Opportunity Assessment, By Investor Type, 2021 & 2031F |
15.6 Global Mutual Fund Market Opportunity Assessment, By Distribution Channel, 2021 & 2031F |
16 Global Mutual Fund Market - Competitive Landscape |
16.1 Global Mutual Fund Market Revenue Share, By Companies, 2024 |
16.2 Global Mutual Fund Market Competitive Benchmarking, By Operating and Technical Parameters |
17 Top 10 Company Profiles |
18 Recommendations |
19 Disclaimer |