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Statistical Press Release – Investment funds - June 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 quarter ending in June 2020.

 

In the second quarter of 2020 the outstanding amount of investment fund shares/units (net value) was €26.9 billion, i.e. €0.6 billion more than at the end of the first quarter of 2020 (Chart 1). This was the largest increase seen since the first quarter of 2019 and it is mainly related to asset valuation.

 

The increase of investment funds' portfolio assets was mainly seen in equity, reflecting an increase of investment fund shares/units and shares and other equity by €0.4 billion and €0.2 billion, respectively, and in debt securities by €0.3 billion. This was partially offset by a €0.2 billion reduction in deposits.

 

 

Households remained the main investor sector in investment funds, holding approximately 47% of the total outstanding amount of investment fund shares/units, having increased by €0.6 billion in the second quarter of 2020 (Chart 2).

Next update: 12 Nov. 2020