In 2024, the Austrian funds market primarily witnessed increases in fund prices, which led to the assets under management of Austrian investment funds rising to €230.7 billion, an 8.2% increase year-on-year. Net inflows of funds of €1.5 billion also led to the net asset volume increasing, especially in bond funds (€3.1 billion) and equity funds (€257 million). Real estate funds again posted net outflows of funds (minus €1.6 billion).
As of year-end, broken down by investment strategy, €105.6 billion (+7.8%) are held in mixed funds, €63.0 billion (+7.2%) in bond funds, €47.0 billion (+15%) in equity funds, €8.0 billion (-17%) in real estate funds, €5.0 billion (+17%) in short-term bond funds, €1.6 billion (+19%) in private equity funds, and € 0.4 billion (+13%) in other funds.
Sustainability-related funds under the EU Disclosure Regulation (SFDR) continue to enjoy popularity among investors, which are meanwhile approaching the 50% mark in terms of total volume. “Light green” funds under Article 8 SFDR have a net asset value of €112.3 billion, while “dark green” funds under Article 9 stand at €2.4 billion. These two categories collectively make up 49.7% of total assets under management.
At year-end 2024, there were 14 investment fund management companies and 62 alternative investment fund managers in Austria, which have established a total of 887 undertakings for collective investment in transferable securities (UCITS) and 1,212 alternative investment funds (AIFs). This is an increase of 25 funds since the end of 2023. Categorised by investment strategy they consist of 1,127 mixed funds, 434 bond funds, 352 equity funds, 52 short-term bond funds, 50 private equity funds, 16 real estate funds as well as 68 other funds. Of these, 695 are categorised as sustainability-related funds under the SFDR.
The full report, containing further data and information, can be downloaded from the FMA website (in German only) at: https://www.fma.gv.at/investmentfonds-und-verwaltungsgesellschaften/quartalsberichte/. Regarding sustainability-related funds, we also refer to the publication "ESG-Fondsnamen: What’s in a name?” (in German only) from our “Reden wir über Aufsicht” (Let’s talk about supervision) publication series.
Journalists may address further enquiries to:
Boris Gröndahl (FMA Media Spokesperson)
Telephone: +43 (1) 249 59-6010
Mobile: +43 676 8824 9995
E-Mail: [email protected]