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Statistical Press Release - Investment funds - December 2018

Today, Banco de Portugal publishes statistics, in Table A.23 of the Statistical Bulletin and in BPstat, on the activity of investment funds for the year of 2018.

At the end of 2018 the outstanding amount of investment fund shares/units (net value) reached €25.3 billion, i.e. €1.2 billion less than at the end of 2017 (Chart 1). 

This decrease in investment funds activity was spread across all asset classes, mainly reflecting the disinvestment in debt securities by about €0.4 billion, and in non-financial assets by €0.3 billion, due to the sale of real estate, and also a reduction, by the same amount, in shares/units issued by foreign investment funds. 


Households remained the main investor sector in Portuguese investment funds, holding around 43% of the total outstanding amount of investment fund shares/units at the end of 2018, recording a €0.2 billion decrease in the amount invested in 2018 (Chart 2).

Next update: 16 May 2019