Asia Pacific Mutual Fund Market Size
| Study Period | 2020 - 2029 |
| Base Year For Estimation | 2023 |
| Forecast Data Period | 2024 - 2029 |
| Historical Data Period | 2020 - 2022 |
| CAGR | > 9.00 % |
| Market Concentration | Medium |
Major Players
*Disclaimer: Major Players sorted in no particular order |
Asia Pacific Mutual Fund Market Analysis
The COVID-19 pandemic has pulled the world into unchartered waters. Slow growth and wafer thin margins have been key concerns in APAC region. COVID-19 pandemic has a moderate impact on the mutual fund assets market in APAC, owing to increased cases of corporate defaults as the cash flow position has been hampered tremendously. However, as lockdown in several regions has severely impacted the movement of consumers and disruption of businesses across the globe, customers are availing offers of mutual funds via online platforms.
In Asia, fund distribution is still highly fragmented, with no single route dominating every area. Retail banks dominate the sale of fund products in Hong Kong and China, whereas securities firms dominate the market in Korea.
A number of B2B robo advisers and ones aimed towards the middle-class market are already making inroads in a number of APAC markets and tie-ups with asset managers and banking distribution platforms are taking place.
Given the growing potential of this region, many countries are bringing in regulations to streamline the industry with free flow of funds among countries and also to curb unwarranted results. Japan's Financial Services Authority released finalized principles regarding fiduciary duty, setting out seven overarching principles that will aid the economy in pursuing sustainable economic growth and the stable financial accumulation of Japanese household assets. In India, regulations of mutual fund mergers have been tightened to improve transparency and eliminate product ambiguity for investors. Similarly, a new regulatory framework in China will enhance market surveillance and transparency.
Asia Pacific Mutual Fund Market Trends
This section covers the major market trends shaping the APAC Mutual Fund Market according to our research experts:
Rising inflation will create opportunities
The first major trend is the impact of growing inflation on the Asia-Pacific private equity market. Because of low interest rates, many businesses have taken on excessive debt in recent years.As interest rates rise, some of these businesses may become troubled and require recapitalization. This opens the door for private equity to step in.
Rising interest rates will have an impact on private equity's sector concentration. Investing in high-growth IT companies with extremely high valuations has been a trend in recent years. The companies anticipates a shift away from high-growth companies with shaky balance sheets and toward sectors and companies with strong profitability and pricing power - factors that help businesses survive inflation.
Mutual Funds As a Savings Priority in the region
The emerging affluent are lighting a fire under economic growth in some of the world’s most dynamic markets. The emerging affluents are active savers and the savings proportion to their top priority is increasing over the years across countries in this region. From relying on basic savings accounts or time deposits, the proportion of affluents choosing mutual funds over others as their primary saving method are increasing over the years. The infographic shows the share of population considering mutual funds as a saving method in the region is presented below.
Asia Pacific Mutual Fund Industry Overview
The report includes an overview of MF companies operating across Asia-Pacific. We wish to present detailed profiling of a few major companies which cover product offerings, regulations governing them, their headquarters, and financial performance. Currently, some of the major players dominating the market are listed below.
Asia Pacific Mutual Fund Market Leaders
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Matthews Asia Funds
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E Fund Management
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HDFC Mutual Fund
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BlackRock
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Fidelity Investments
*Disclaimer: Major Players sorted in no particular order
Asia Pacific Mutual Fund Market News
- In 2022, HDFC Mutual Fund has filed a scheme information document (SID) with SEBI to come up with India's first Defence Fund. Called the HDFC Defence Fund, it will be an open-ended equity scheme that will be investing in defence & allied sector companies.
- In 2021, Fidelity International merged away six funds as part of its fund offering review to better meet clients' evolving needs. The firm is increasing its number of income solutions, sustainability products, absolute and total return products and investment themes, while focusing its broader fund range on clear objectives in key market segments.
Asia Pacific Mutual Fund Market Report - Table of Contents
1. INTRODUCTION
1.1 Study Assumptions and Market Definition
1.2 Scope of the Study
2. RESEARCH METHODOLOGY
3. EXECUTIVE SUMMARY
4. MARKET DYNAMICS
4.1 Market Overview
4.2 A Brief on Regulatory Environment
4.3 Insights on Various Types of Schemes or Funds Offered in Mutual Fund Industry
4.4 Technological Innovations Shaping The Industry
4.5 Market Drivers
4.6 Market Restraints
4.7 Porters 5 Force Analysis
4.7.1 Threat of New Entrants
4.7.2 Bargaining Power of Buyers/Consumers
4.7.3 Bargaining Power of Suppliers
4.7.4 Threat of Substitute Products
4.7.5 Intensity of Competitive Rivalry
4.8 Impact of COVID-19 on the Market
5. MARKET SEGMENTATION
5.1 By Fund Type
5.1.1 Equity
5.1.2 Bond
5.1.3 Hybrid
5.1.4 Money Market
5.1.5 Others
5.2 By Geography
5.2.1 China
5.2.2 India
5.2.3 Singapore
5.2.4 Taiwan
5.2.5 Hong Kong
5.2.6 Korea
5.2.7 Rest of Asia-Pacific
6. COMPETITIVE LANDSCAPE
6.1 Market Competition Overview (Market Concentration And M&A Deals)
6.2 Company Profiles
6.2.1 E fund Management
6.2.2 Bosera Asset management
6.2.3 HDFC Mutual Fund
6.2.4 ICICI Prudential Mutual Fund
6.2.5 T. Rowe Price
6.2.6 BlackRock
6.2.7 Goldman Sachs
6.2.8 Matthews Asia Funds
6.2.9 Fidelity Investments
6.2.10 Invesco*
- *List Not Exhaustive
7. MARKET OPPORTUNITIES AND FUTURE TRENDS
8. DISCLAIMER AND ABOUT US
Asia Pacific Mutual Fund Industry Segmentation
An understanding of the Asia-Pacific mutual fund industry, regulatory environment, MF companies and their business models, along with detailed market segmentation, product types, current market trends, changes in market dynamics, and growth opportunities. In-depth analysis of the market size and forecast for the various segments.
| By Fund Type | |
| Equity | |
| Bond | |
| Hybrid | |
| Money Market | |
| Others |
| By Geography | |
| China | |
| India | |
| Singapore | |
| Taiwan | |
| Hong Kong | |
| Korea | |
| Rest of Asia-Pacific |
Asia Pacific Mutual Fund Market Research FAQs
What is the current Asia-Pacific Mutual Fund Market size?
The Asia-Pacific Mutual Fund Market is projected to register a CAGR of greater than 9% during the forecast period (2024-2029)
Who are the key players in Asia-Pacific Mutual Fund Market?
Matthews Asia Funds, E Fund Management, HDFC Mutual Fund, BlackRock and Fidelity Investments are the major companies operating in the Asia-Pacific Mutual Fund Market.
What years does this Asia-Pacific Mutual Fund Market cover?
The report covers the Asia-Pacific Mutual Fund Market historical market size for years: 2020, 2021, 2022 and 2023. The report also forecasts the Asia-Pacific Mutual Fund Market size for years: 2024, 2025, 2026, 2027, 2028 and 2029.
Asia Pacific Mutual Funds Industry Report
Statistics for the 2024 Asia Pacific Mutual Funds market share, size and revenue growth rate, created by Mordor Intelligence™ Industry Reports. Asia Pacific Mutual Funds analysis includes a market forecast outlook to 2029 and historical overview. Get a sample of this industry analysis as a free report PDF download.
