top of page

Mutual Fund Assets Market Size to Grow USD 97158 Million by 2029 at a CAGR of 8.29%

Mutual Fund Assets Market is Segmented by Type (Equity Funds, Bond Funds, Money Market Funds), by Application (Financial Advisors, Banks, Direct Sellers): Global Opportunity Analysis and Industry Forecast, 2023-2029.

The global Mutual Fund Assets market was valued at USD 60258 Million in 2023 and is anticipated to reach USD 97158 Million by 2029, witnessing a CAGR of 8.29% during the forecast period 2023-2029.

Major Factors Driving the Growth of the Mutual Fund Assets Market:

The growing interest in mutual funds, which allow both large and small fund savers to take part in investment plans, is contributing significantly to the market's expansion. The development of the mutual fund assets market is also fueled by the use of digital technology, ease, and fair pricing in terms of investments, and sophisticated portfolio management services. Furthermore, mutual fund companies have a lot of opportunities to grow and improve their current portfolio with more inexpensive and superior returns on investments in growing economies. Furthermore, during the projected period, governments are anticipated to offer profitable changes in response to their enhanced support and new efforts for the mutual fund assets market.


Mutual fund assets grow as a result of both market success and the overall state of the economy. Investor participation in the financial markets is higher during times of economic expansion and favorable market circumstances, which results in more mutual fund investments. As investors look for ways to build wealth, positive economic indicators like a growing GDP, low unemployment rates, and favorable corporate profitability foster an atmosphere that is favorable for mutual fund growth. The rise of Mutual Fund Assets has been largely driven by continuous efforts to improve investor knowledge and education. Investors are more likely to devote their assets to mutual funds when they gain knowledge about the advantages of mutual funds, such as accessibility, professional fund management, and diversity.

The focus on long-term wealth accumulation and retirement planning has been a major factor in the rise of mutual fund assets. Due to their potential for long-term income production and capital appreciation, mutual funds present an alluring investment vehicle as more people realize how important it is to plan for their financial future. Retirement-focused funds, such as target-date funds and pension plans, contribute to the continued expansion of assets within the mutual fund sector.

Investors now have easier access to mutual funds because of technology improvements in fund distribution, such as mobile applications and Internet platforms. The accessibility of mutual fund investments has increased due to the ease of online transactions, real-time information, and user-friendly interfaces. The rise of mutual fund assets has been facilitated by the smooth integration of technology into fund distribution, which has increased the accessibility of investment possibilities for a wider range of investors.

The confidence that investors have in mutual fund investments has been greatly enhanced by regulatory reforms and investor protection measures. Trust among investors is bolstered by strong regulatory frameworks that guarantee responsibility, transparency, and disclosure. The implementation of regulatory measures with the objective of protecting investor interests and advancing equitable practices in the mutual fund sector elevates the general reputation of these investment vehicles, drawing in additional capital and augmenting the amount of assets under administration.


The financial industry in the area is well-established and mature, and mutual fund companies and asset management firms are widely distributed. Many investors, both institutional and retail, are drawn to the depth and breadth of the North American financial sector and trust mutual funds as their preferred investment vehicle. Furthermore, a high degree of financial knowledge and an investment culture are present in North America. Investors in the region are knowledgeable and actively look for ways to increase their wealth; mutual funds are a common option.

Key Players:

  • BlackRock

  • BNP Paribas Mutual Fund

  • Capital Group

  • Citigroup Inc.

  • Goldman Sachs

  • JPMorgan Chase& Co.

  • Morgan Stanley


  • State Street Corporation

  • The Vanguard Group


We have introduced a tailor-made subscription for our customers. Please leave a note in the Comment Section to know about our subscription plans.


- Fund Management Fee market is projected to reach USD 12410 million in 2029, increasing from USD 8927.3 million in 2022, with the CAGR of 4.5% during the period of 2023 to 2029.

- The global investment banking & trading services market size was valued at USD 267,864.0 million in 2019, and is projected to reach USD 520,026.0 million by 2027, growing at a CAGR of 5.8% from 2020 to 2027.

- Fund Management Fee market is projected to reach USD 12410 million in 2029, increasing from USD 8927.3 million in 2022, with the CAGR of 4.5% during the period of 2023 to 2029.

- Trade Finance market was valued at USD 8483660 million in 2022 and is anticipated to reach USD 11631260 million by 2029, witnessing a CAGR of 5.4% during the forecast period 2023-2029.

- Microfinance market size is projected to reach USD 414980 million by 2028, from USD 184250 million in 2021, at a CAGR of 12.1% during 2022-2028.

- The global fintech market size is projected to reach USD 16652680 million by 2028 from USD 6588780 million in 2021 at a Compound Annual Growth Rate (CAGR) of 13.9% during the forecast period 2022-2028.

- The global financial guarantee market size was valued at USD 28.70 billion in 2020 and is projected to reach USD 71.93 billion by 2030, growing at a CAGR of 9.6% from 2021 to 2030.

0 views0 comments

Recent Posts

See All


bottom of page