Assets of national funds up. There are already nearly PLN 400 billion in the accounts

The assets of national investment funds increased in July by 2.5 percent. MDM, up to PLN 391.5 billion – according to Izfia data. The funds brought their clients about PLN 3.6 billion in profit, and the pay balance of payments and payments amounted to record PLN 6 billion.

“In July, the main indexes of the campaign on global stock exchanges grew, sometimes climbing even historical peaks. On the debt markets you could also earn. Gold remained stable at previous records. In total, less than 80 percent of investment funds generated positive rates of return. amounted to a record PLN 6 billion ” – it was written.

It was reported that the highest dynamics of assets were recorded in July by debt funds, which in a month increased the assets by 4.0 percent. up to PLN 183.4 billion. Their market share increased to 46.9 percent. As indicated, this is mainly the effect of record inflows of new funds, especially for short -term bond funds (in total +5.6 billion). The market conditions, the average rates of short-term funds were also favorable for 0.7-0.8 percent.

Advertisement

It was added that PPK funds managed by TFI also recorded high dynamics. In a month, their assets have grown by 3.3 percent, mainly due to employees of employees and employers (almost +0.5 billion PLN net), but also due to high management results.

“In the third place in terms of dynamics, there were mixed funds, whose assets increased by 2 % to PLN 48.4 billion, also fed with considerable inflows from customers. In another situation, joint funds were found, which recorded an increase in assets under management by +1.4 percent, despite the ongoing outflow of funds. This is due to attractive rates of return. The exchanges grew, sometimes even climbing the historical peaks. – indicated.

As stated, PKO TFI (PLN 66.6 billion) has the most assets in the capital market segment. The next places are Goldman Sachs TFI with PLN 39.2 billion and Pekao TFI with PLN 37.6 billion. PFR TFI remains a leader on the market of non -public assets, whose funds accumulated PLN 18.9 billion.

In July, the largest increase in assets in nominal terms was recorded by: PKO TFI (+2.5 billion PLN) and Pekao TFI (+1.1 billion PLN). Six TFI recorded a decrease in assets, of which the largest-Mount TFI (-112 million PLN). (PAP Biznes)

MBI/ ANA/