Brazil’s mutual fund industry struggled to post positive flows in the first half of 2022, raising only BRL 8 billion, a far cry from the BRL 272.5 billion raised in 2021.
Peruvian Mutual Fund Industry Net New Investments (NNI) Report – June 2022
July 21, 2022 by
Excel workbook detailing net new investments (NNI) of all locally registered Peruvian 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, 2022.
Companies mentioned in this report: Scotia Perú, Credifondo, Blum, BBVA Fondos Continental, Sura, Interfondo, BTG Pactual, Faro, Independiente, El Dorado, Diviso Fondos, BD Capital, Promoinvest.
Brazilian mutual funds face outflows of BRL 64 billlion in May
June 24, 2022 by
Amid rising interest rates, fixed-income funds keep luring investors and have received BRL 98 billion in net funding so far this year.
Brazilian fixed-income funds led surge in flows in March and first quarter
May 24, 2022 by
In the first quarter, the fund industry had net inflows of BRL 46.1 billion, while fixed-income funds received BRL 109.2 billion.
Mexican Mutual Fund Industry Net New Investments (NNI) Report – March 2022
May 23, 2022 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 March 31, 2022.
Companies mentioned in this report: BBVA, BlackRock, Santander, Banorte – Ixe, Actinver, Scotia, HSBC, Inbursa, GBM, Sura IM, Valmex, Vector, Nafinsa, Principal, Franklin Templeton, Invex, Monex, Skandia, Finaccess, Compass, Intercam, Multivalores, Value, CI Fondos, Azimut, BNP Paribas, Mifel, Valores Afirme, Axa, BTG Pactual.
Brazilian investors pulled BRL 14 billion out of more volatile funds in April
May 19, 2022 by
Equities and Balanced-Mixed funds, the most volatile, faced BRL 14 billion in net outflows, with redemptions of BRL 7.3 billion and BRL 6.7 billion, respectively.
Peruvian Mutual Fund Industry Net New Investments (NNI) Report – March 2022
April 27, 2022 by
Excel workbook detailing net new investments (NNI) of all locally registered Peruvian 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 March 31, 2022.
Companies mentioned in this report: Scotia Perú, Credifondo, Blum, BBVA Fondos Continental, Sura, Interfondo, BTG Pactual, Faro, Independiente, El Dorado, Diviso Fondos, BD Capital, Promoinvest.
Argentine Mutual Fund Industry Net New Investments (NNI) Report – March 2022
April 27, 2022 by
Excel workbook detailing net new investments (NNI) of all locally registered Argentine 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 March 31, 2022.
Companies mentioned in this report: Galicia, Santander Río, Pellegrini, BBVA Francés, Schroders, HSBC Adm. de Inversiones, ICBC Bank, Provinfondos, Delta, Investis, Macro, Itaú, Consultatio, Patagonia, Allaria Ledesma, Balanz, SBS Fondos, Stone X, Megainver, Industrial, Supervielle, Quinquela, Argenfunds, BNP Paribas, Southern Trust, Galileo Argentina, Proahorro, Mariva, BACS, Adcap, Grupo SS, Bancor Fondos, Tavelli, CMF, Cohen, IEB Fondos, Cima, Zofingen, Axis, First Capital Markets, Moneda, Nuevo Chaco Fondos, Bull Market, Capital Markets Argentina, CYC, Deal, Valiant Fondos, Quiron, Aires Capital, Mercofond, Adm. de Titulos y Valores, Tutelar Bursatil, Intervalores, GIO Bursatil, Ualintec Inversiones.
Chilean Mutual Fund Industry Net New Investments (NNI) Report – March 2022
April 26, 2022 by
Excel workbook detailing net new investments (NNI) of all locally registered Chilean 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 March 31, 2022.
Companies mentioned in this report: Ameris; Ameris; Banchile; BancoEstado; Banco Internacional; Bci; Bice; BTG Pactual; Credicorp; Compass; Focus; Itaú; LarrainVial; MBI; Principal; Satander; Scotiabank; Security; Sura; Zurich.
Investor caution boosts demand for Brazilian fixed-income funds
April 4, 2022 by
Investor caution was rewarded by fixed-income funds’ strong performance, while poor returns led to outflows from equity and mixed funds in February.
