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Statistical Press Release – Investment funds - December 2020

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 2020.

At the end of 2020, the amount of shares/units (total net value) issued by investment funds was €28.7 billion, a peak since October 2010 (Chart 1).

Shares/units issued increased to the amount of €1.2 billion from December 2019. This increase was mainly due to bond, mixed and equity funds, which grew by more than €945 million, €393 million and €203 million respectively.

Households remained the main investor sector in investment funds, holding around 50% of the total amount of shares/units issued. In 2020, the household portfolio increased by €1.2 billion, thus contributing to a cumulative increase of €3.4 billion since the beginning of 2019 (Chart 2).

Next update: 13 May 2021