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Bond funds most popular
statistikk
2015-05-28T10:00:00.000Z
Banking and financial markets
en
vpfondk, Mutual funds, quarterly figures, fund types (for example mutual fund, bond fund, money market fund), mutual fund shares capital, stocks, net subscriptionsSecurities markets , Banking and financial markets
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An overview of the Norwegian mutual funds, with a focus on share capital, owner sector, transactions and mutual funds’ assets.

Mutual funds, quarterly figures, Q1 2015

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Bond funds most popular

The total value of the Norwegian mutual funds went up by NOK 65 billion to a total of NOK 969.1 billion in the first quarter of 2015. This 7.2 per cent increase can be attributed to both increased net sales and the increase in the value of the funds. Investors net bought fund shares for NOK 29.7 billion in total, which includes NOK 23.4 billion of bond funds.

Mutual funds shares capital and net purchases. Market value (NOK million)Published 28 May 2015
2nd quarter 20143rd quarter 20144th quarter 20141st quarter 2015
All sectors
Mutual funds shares capital879 748897 691904 172969 141
Net purchases/sales18 63520 147-35 08329 710
General government
Mutual funds shares capital13 67613 12912 69412 903
Net purchases/sales-24-383-690171
Financial corporations
Mutual funds shares capital533 903551 951561 488608 869
Net purchases/sales12 21614 653-15 03927 014
Non-financial corporations
Mutual funds shares capital66 69965 68562 64865 617
Net purchases/sales1 027-717-4 3382 822
Households
Mutual funds shares capital123 572122 991127 894138 163
Net purchases/sales957823-1 0902 701
Non-profit institutions serving households
Mutual funds shares capital26 51427 47428 23430 681
Net purchases/sales1 231856241 999
Rest of the world
Mutual funds shares capital115 246116 315111 066112 712
Net purchases/sales3 2224 897-13 950-5 002
Unspecified sector
Mutual funds shares capital138146148196
Net purchases/sales61805

Source: Statistics Norway

Investors net bought shares of hybrid funds, other bond funds and money-market funds, but not to the same extent as bond fund purchases in the first quarter of 2015. The net purchases were NOK 5.5 billion, NOK 4 billion and NOK 2.4 billion respectively. Investors on the other hand net sold fund shares for NOK 5.4 billion.

Higher share capital for hybrid funds, equity funds and bond funds

Share capital for hybrid funds went up most in terms of percentage; by 18.8 per cent or NOK 7.4 billion in the first quarter of 2015. Share capital for equity funds went up by 7.4 per cent, or as much as NOK 33.3 billion, although investors net sold these types of funds. The increase in the share capital of the bond funds was NOK 20.6 billion or 8 per cent.

Most net purchases by financial companies

Financial companies net bought most fund shares; almost NOK 27 billion. Life insurance companies and pension funds that belong to this sector net bought fund shares amounting to NOK 22.3 billion in the first quarter of the year. NOK 18.5 billion of this amount was bond fund shares.

Foreign investors net sold two consecutive quarters

Foreign investors net sold fund shares of NOK 5 billion in the first quarter of 2015. These investors net sold mostly equity funds amounting to NOK 7.5 billion, and net bought shares of bond funds amounting to NOK 1.2 billion.

Households net purchased

The household sector net purchased fund shares of NOK 2.7 billion in the first quarter of 2015. This was the largest net purchase of fund shares by the household sector since the first quarter of 2010.