資本市場和金融機構(gòu)(2)(完整版)
【正文】 Examples 4. Concluding remarks 2 Quick Facts of Canada’s MF Industry ? Assets Growth ? 1990, $25billion. 2021, $426billion. 2021, $391billion. 2021, $billion (See next Slide) ? Aging of the baby boomers and increasing life expectancy ? Entry of banks into the mutual fund market ? Professional management and diversification at minimal cost ? 1990s years of lower interest rates and strong equity markets ? Over 25% return on 1993, 1996, and 1999, 2021 ? 75 MF management panies. (2021) ?Market share of the top 10 MF panies accounted for % of all assets in 2021. ? 111 dealer firms involved in the sale of MFs. ? 1,915 MFs being sold 3 Growth of Mutual Funds 43 4 Mutual Fund Net Assets in billions $ 2 8 6 . 5$ 3 3 2 . 0 $ 3 3 2 . 6$ 3 4 3 . 4$ 2 9 4 . 6$ 3 7 8 . 3$ 4 1 8 . 6$ 5 1 2 . 8$ 5 9 1 . 9$ 5 7 9 . 1$ 4 4 3 . 2$ 3 8 . 8$ 4 0 . 9 $ 4 7 . 9$ 5 9 . 5$ 5 7 . 7$ 5 2 . 3$ 4 8 . 1$ 4 0 . 9$ 4 6 . 4$ 6 4 . 9$ 7 4 . 4$ 3 2 5 . 4$ 3 7 2 . 9$ 3 8 0 . 5$ 4 0 2 . 9$ 3 5 2 . 3$ 4 3 0 . 6$ 4 6 6 . 7$ 5 5 3 . 7$ 6 3 8 . 3$ 6 4 4 . 0$ 5 1 7 . 76 . 1 %1 4 . 6 %2 . 0 %5 . 9 % 1 2 . 6 %2 2 . 2 %8 . 4 %1 8 . 6 %1 5 . 3 %0 . 9 % 1 9 . 6 %A p r1999A p r2021A p r2021A p r2021A p r2021A p r2021A p r2021A p r2021A p r2021A p r2021A p r2021Asset Growth as percentage of previous year’s assets Money Market Funds LongTerm Funds Source: The Investment Funds Institute of Canada 5 Net Sales by Fund Type longterm funds only (millions) $ 5 6 4 $ 1 5 6 $ 5 8 9 $ 1 , 1 6 0 $ 4 9 5 $ 1 , 6 2 0 $ 4 , 8 8 6 $ 2 , 0 4 1 $ 2 , 4 6 6 $ 3 3 9 $ 1 5 2 $ 5 9 6$315$534$718$611$413 $351 $ 9 9 $ 1 , 0 5 0 $ 3 1 4 $ 5 6$145$411$183$331 $ 4 1 3$562 $ 2 , 5 2 2 $ 1 4 4 $ 7 4 7 $ 2 9 $ 1 , 7 1 9 $ 5 , 9 3 6 $ 1 9 4$259$646$21 $ 2 , 3 5 6A p r2021M a y2021J u n2021J u l2021A u g2021S e p2021O c t2021N o v20
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