{"id":2572,"date":"2026-04-26T09:08:00","date_gmt":"2026-04-26T06:08:00","guid":{"rendered":"https:\/\/en.tomanifesto.gr\/?p=2572"},"modified":"2026-04-26T09:08:00","modified_gmt":"2026-04-26T06:08:00","slug":"mutual-funds-over-30-billion-in-assets-back-to-2004-levels","status":"publish","type":"post","link":"https:\/\/en.tomanifesto.gr\/?p=2572","title":{"rendered":"Mutual funds: over 30 billion in assets – Back to 2004 levels"},"content":{"rendered":"

The mutual fund<\/strong> market continues to rise, with total assets<\/strong> passing 30 billion<\/b> and inflows remaining positive as investors seek better returns. <\/p>\n

The value of funds under management in mutual funds<\/strong> on the Market exceeded 30 billion<\/strong> in April 2026, reaching \u20ac30.9 billion (4\/21\/2026). Note that these are levels not seen since 2004, when the market reached \u20ac31.6 billion. <\/p>\n

Remember that the upward trend started in 2018. At that time, assets were just 6.1 billion euros<\/strong>. Since then it has grown by 24.8 billion euros<\/strong>, showing a steady strengthening of the sector. On the flip side, the lowest levels were seen in 2011 and 2012. <\/p>\n

Low yields on deposits<\/strong>, especially fixed-term deposits, are pushing savers towards investment solutions. Equity funds<\/strong> remain the category with the highest returns. <\/p>\n

The 2025 Leaders<\/h3>\n

In 2025, equity funds<\/strong> averaged a rise of 28.42%<\/strong>. Products such as Optima Greek Equity (+53.61%), Evropa\u00efki Pisti Development (+52.80%) and Allianz Aggressive Strategy (+51.40%) stood out. These returns outperformed the General Index<\/strong>, which rose 44.30%. <\/p>\n

In the mixed funds<\/strong>, the average rise was 13.83%<\/strong>. Optima Greek Mixed (+32.23%) and Allianz Domestic Mixed (+30.40%) performed strongly. <\/p>\n

On the flip side, bond funds<\/strong> were more subdued, with an average return of 1.15%<\/strong>. Allianz and Optima products performed better, with returns close to 5%. <\/p>\n

The first quarter of 2026<\/h3>\n

The first quarter of 2026 <\/h3>\n

Because of geopolitical developments, 2026 started with strong volatility<\/strong>. Nevertheless, the institutional management<\/strong> sector maintained resilience. <\/p>\n

Total assets stood at 48.64 billion<\/strong>, down slightly by 0.87%. OSECA<\/strong> held the largest share (61.5%), followed by Asset Management<\/strong> and real estate companies. <\/p>\n

The UCITS market reached 29.93 billion<\/strong> at the end of March, up 2% since the start of the year. Net inflows reached 980.9 million euros<\/strong>. <\/p>\n

The largest inflows were directed to: <\/p>\n

    \n
  • International bonds<\/strong> (283 million)<\/li>\n
  • Composite products<\/strong> (220 million)<\/li>\n
  • Developed market equities<\/strong> (137 million)<\/li>\n
  • Mixed funds<\/strong> (135 million).)<\/li>\n<\/ul>\n

    The market breakdown shows a dominance of bonds<\/strong> (57%), followed by equity<\/strong> (17%).<\/p>\n

    In terms of returns, most categories moved negatively. The exceptions were US equities (+5.23%) and emerging markets (+3.80%). <\/p>\n

    Market performance of the mutual fund market<\/h3>\n

    The performance of the last few years reflects the dynamic recovery: <\/p>\n

      \n
    • 2026:<\/strong> 29.4 bn<\/li>\n
    • 2025:<\/strong> 28.0 bn<\/li>\n
    • 2024:<\/strong> 22.1 bn<\/li>\n
    • 2023:<\/strong> 15.8 bn.<\/li>\n
    • 2022:<\/strong> 10.9 billion<\/li>\n
    • 2021:<\/strong> 11.1 billion<\/li>\n
    • 2020:<\/strong> 8.1 billion<\/li>\n
    • 2019:<\/strong> 7.9 billion<\/li>\n
    • 2018:<\/strong> 6.1 billion<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

      \n The mutual fund market continues to rise, with total assets passing \u20ac30 billion and inflows remaining positive, …<\/p>\n","protected":false},"author":1,"featured_media":2573,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[7],"tags":[],"class_list":["post-2572","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-economy"],"acf":[],"_links":{"self":[{"href":"https:\/\/en.tomanifesto.gr\/index.php?rest_route=\/wp\/v2\/posts\/2572","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/en.tomanifesto.gr\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/en.tomanifesto.gr\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/en.tomanifesto.gr\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/en.tomanifesto.gr\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=2572"}],"version-history":[{"count":0,"href":"https:\/\/en.tomanifesto.gr\/index.php?rest_route=\/wp\/v2\/posts\/2572\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/en.tomanifesto.gr\/index.php?rest_route=\/wp\/v2\/media\/2573"}],"wp:attachment":[{"href":"https:\/\/en.tomanifesto.gr\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=2572"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/en.tomanifesto.gr\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=2572"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/en.tomanifesto.gr\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=2572"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}