Fund attracted more investor money – Diepresse.com

The Börsenwelt was still in order in the previous year. At the end of the year, 71 trillion euros were in funds worldwide. The previous record from 2021 (67 trillion euros) was exceeded, Anita Frühwald reported on the Association of Foreign Investment Societies in Austria (VAIÖ) at a press conference in the fund industry on Thursday. Around half of the volume was located in equity funds, almost a fifth in borrowing funds, a tenth in mixed funds, 16 percent in money market funds and the rest in real estate and other funds. The fund volumes rose in all world regions, the strongest in India, China and the USA. The increase of 14 percent in total came about through inflows and by the value rises.

US stock fund lost

Austrian funds also reached a record volume of 219.9 billion euros in the previous year, as Heinz Bednar, President of the Association of Austrian Investment Societies (Vöig). In the first quarter, however, the volume was slightly declining. The funds recorded net inflows of almost one billion euros, but small storm clouds were already moving up in the first quarter. Equity funds with a focus on North America suffered value losses of almost eight percent on average. Funds that invest in international shares and mixed funds also recorded losses. However, there were gains in the double -digit percentage range at equity funds with a focus on Europe or Austria.

The trade conflict between the United States and the rest of the world is not really escalated in April. Bednar estimates that both equity funds with a focus of the USA and those with European focuses with European focus are less performed than at the end of March. However, the fund managers would react to the developments and set themselves up more defensively if that was possible. With pure technology stock funds, however, this is difficult. The fact that investors withdraw from such funds could not yet be determined in the first quarter.

Younger very stock -savvy

The first asset management commissioned a study on the occasion of the World Fund Day (which is traditionally celebrated on April 19). It turned out that especially among 30-year-olds have a strong interest in shares, bonds and funds: 69 percent are positive about this topic, among all respondents only 47 percent. Men (55 percent) are also more interested in the topic than women (40 percent), people with Matura (59 percent) stronger than those without Matura (41 percent). The most important thing for the respondents is to maintain the purchase, with the focus, especially in older investors. High profit opportunities and long -term provisions are also important to investors, while green aspects (environment, ethics, social affairs) are only more or very important to a relative minority of 44 percent.

The fund experts also have investment tips for moving times: they advise you to broadly diversify the portfolio. Shales from developed countries were the weakest category with a minus of six percent this year with a minus of six percent, and in the previous year they were the best with an increase of 27 percent. This year, raw materials beat above average, and in the previous year they were more of the weaker asset class. Industries such as healthcare, suppliers and basic consumption goods tended to be more stable in uncertain times. If you want to invest in such shares, you should prefer an actively managed fund that does not stubbornly stick to an index, but possibly reapute. Anyone who invests gradually can smooth the entry course over time. Safe ports in difficult times are gold or short-running bond funds. You should also remain invested in turbulent phases, and a constant pure and rouse reduce the yield. In addition, you should avoid short -term actions in turbulent times.