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Statistical Press Release – Investment funds - September 2019

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 September 2019.

In the third quarter of 2019 the outstanding amount of investment fund shares/units (net value) was €26.8 billion, i.e. €1.5 billion more than at the end of 2018 (Chart 1).

In the third quarter of 2019, activity growth was mainly seen in debt securities (€0.3 billion) and in shares, other equity and investment fund shares/units (€0.2 billion).  These investments were mostly in securities issued by non-residents. The positive developments in the other instruments were mostly offset by the sale of real estate worth €0.3 billion.

Households continued to be the main investor sector in investment funds, holding approximately 46% of the total outstanding amount of investment fund shares/units, a €1.3 billion increase from December 2018 (Chart 2).

Next update: 13 Feb. 2019