Excel workbook detailing, over various time periods, asset totals and affiliate trends among Peruvian AFP pension funds. Data as of June 30, 2026.
Companies mentioned in this report: Habitat; Integra; Prima; Profuturo.
Chilean AFP Pension Fund Industry Statistics – June 2026
August 5, 2026 by
Excel workbook detailing, over various time periods, asset totals and affiliate trends among Chilean AFP pension funds. Data as of June 30, 2026.
Companies mentioned in this report: Capital, Cuprum, Habitat, Modelo, Planvital, Provida, UNO.
Chilean Mutual Fund Industry Statistics – June 2026
August 4, 2026 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by sector and managers. Data as of June 30, 2026.
Companies mentioned in this report: Ameris; Banchile; BancoEstado; Banco Internacional; Bci; Bice; BTG Pactual; Credicorp; Focus; Itaú; LarrainVial; MBI; Nevasa; Principal; Satander; Sartor; Scotiabank; Security; Sura; Vinci Compass; Zurich.
Peruvian Mutual Fund Industry Statistics – June 2026
August 4, 2026 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by sector and managers. Data as of June 30, 2026.
Companies mentioned in this report: Scotia Perú, Credifondo, Blum, BBVA Fondos Continental, Sura, Interfondo, BTG Pactual, Faro, Compass, , El Dorado, Diviso Fondos, BD Capital, Promoinvest, Coril, Prudential.
Mexican Mutual Fund Industry Statistics – June 2026
August 3, 2026 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by sector and managers. Data as of June 30, 2026.
Companies mentioned in this report: BBVA Bancomer, BlackRock, Santander, Banorte – Ixe, Actinver, HSBC, Scotia, Inbursa, GBM, Sura IM, Nafinsa, Valmex, Vector, Principal, Monex, Invex, Skandia, Franklin Templeton, Intercam, Compass, CI Fondos, Finaccess, Multivalores, Azimut, Value, Ve por Mas, Mifel, Valores Afirme, Finamex, BTG Pactual, Pichardo AM.
Mexican Mutual Fund Industry Net New Investments (NNI) Report – June 2026
August 3, 2026 by
Excel workbook detailing net new investments (NNI) of all locally registered Mexican mutual funds, asset managers and industry sectors. Also includes monthly and year to date NNI data by asset class, region, sector and manager by sector. Data as of June 30, 2025.
Companies mentioned in this report:BBVA Bancomer, BlackRock, Santander, Banorte – Ixe, Actinver, HSBC, Scotia, Inbursa, GBM, Sura IM, Nafinsa, Valmex, Vector, Principal, Monex, Invex, Skandia, Franklin Templeton, Intercam, Compass, CI Fondos, Finaccess, Multivalores, Azimut, Value, Ve por Mas, Mifel, Valores Afirme, Finamex, BTG Pactual, Pichardo AM, Axa.
Colombian Mutual Fund Managers Industry Statistics – June 2026
August 3, 2026 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of June 30, 2026.
Companies mentioned in this report:Bancolombia, Grupo Aval, Alianza, Credicorp Capital, BBVA, Davivienda, Corredores Davivienda, CitiValores, La Previsora, BTG Pactual, LarrainVial, Valores Bancolombia, Fiducoldex, ADCAP, SF Desarrrollo Agropecuario, Skandia, Colmena, Colpatria, Helm, Servivalores GNB Sudameris, Credicorp Capital, Sura, Acciones y Valores, Central, Servitrust GNB Sudameris, Acción, Fiducoomeva, BBVA Valores, Renta 4 & Global, Global Securities, Compañía de Profesionales de Bolsa.
League Table – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – June 2026
July 31, 2026 by
Includes assets gathered by cross-border fund managers in the following markets: Chilean pension funds (AFPs), mutual funds (AGFs), life insurer (LI), Colombian pension funds (AFPs), Costa Rican pension funds (AFPs), Mexican mutual funds (OFIs) and Peruvian pension funds (AFPs). Period: Three months ending June 30, 2026.
Companies mentioned in this report: Schroders; GAM; Pioneer; BlackRock; JP Morgan; Matthews; Invesco; PIMCO; DWS; Franklin Templeton; Ninety One; Vanguard; Robeco; Dimensional; Henderson; BNP Paribas; Fidelity; Aberdeen; Eastspring; Nomura; NN IP; Axa; Goldman Sachs; Morgan Stanley; Pictet; Vontobel; Ashmore; Allianz; TIAA-CREF; MFS; HSBC; 1832 AM; Wellington; BBH; AB; Aviva Investors; Threadneedle; BNY Mellon AM; Edmond de Rothschild; EDM; Neuberger Berman; Santander; Man; UBS; Amundi; Oaktree; AQR; Lyxor; Eurizon; Moneda; Tokio Marine; Principal; Security; Old Mutual; F&C.
Latin American Pension Fund Investments in Cross-Border Securities – June 2026
July 31, 2026 by
Chart comparing levels of pension fund system investments in international mutual funds and other international securities. Data from Chile, Colombia, Costa Rica, Mexico and Peru. Data broken out by instrument, Year-end totals from December 2023 through 2025, and as of June 30, 2026.
Peruvian AFP Investments in Cross Border Vehicles – June 2026
July 29, 2026 by
Excel workbook detailing Peruvian AFP investment in cross-border vehicles. Includes AUMs of mutual funds, ETFs and Investment funds. Data as of June 30, 2026.
Companies mentioned in this report: iShares, State Street, Groupama, Allianz, Vontobel, Global Evolution, Schroders, Veritas, PIMCO, Man GLG, JP Morgan, Van Eck, Barings, Comgest, Ninety One, BlueBay, DWS ETF, Robeco, Baillie Gifford, Candriam, Pictet, PineBridge, Janus Henderson, Ashmore, Credicorp Capital, BNP Paribas, Columbia Threadneedle, WisdomTree, Jupiter, Fidelity, GAM, Dimensional, Vanguard, Degroof Petercam, Invesco ETF, UBS, Amundi, KraneShares, Goldman Sachs, Eastspring, Santander, Credit Suisse, Lazard, Morgan Stanley, Neuberger Berman, Aberdeen Standard, Matthews, Portfolio, Nordea, Berenberg, Ossiam, UTI International, DMS IM, Franklin Templeton, AllianceBernstein, Invesco, Legg Mason, DWS, Edmond de Rothschild, Axa, Wellington, BlackRock, AZ Multi Asset, First Trust, Nomura, NN IP, Habitat, Prima, Profuturo, Integra.
