Key Highlights
- Pooled funds managed globally reached approximately $124 trillion in 2023
- The average return on pooled investment funds was 7.2% in 2022
- Pooled funds accounted for about 45% of total global assets under management (AUM) in 2023
- Institutional investors constitute 65% of the pooled fund market in North America
- The median expense ratio for pooled mutual funds was 0.50% in 2022
- Pooled ESG funds represented approximately 20% of the pooled equity funds globally in 2023
- The number of pooled funds worldwide increased by 12% from 2018 to 2023
- Pooled private equity funds attracted over $600 billion in capital in 2022
- The average size of private equity pooled funds was $400 million in 2023
- Hedge funds, a type of pooled fund, managed approximately $4 trillion globally in 2023
- The net inflow into bond pooled funds was $50 billion in 2022
- Pooled real estate funds grew by 8% annually between 2019 and 2023
- Retail investors hold roughly 35% of pooled mutual fund assets in the U.S.
With global assets under management soaring to approximately $124 trillion in 2023 and a dynamic landscape driven by a 12% increase in pooled funds since 2018, pooled investment funds are reshaping the future of finance—combining impressive returns, growing ESG commitments, and expanding into emerging markets and innovative sectors.
Fund Performance and Fees
- The average return on pooled investment funds was 7.2% in 2022
- The median expense ratio for pooled mutual funds was 0.50% in 2022
- The average fee for hedge funds managing pooled capital is approximately 2.0% management fee and 20% performance fee
- The average liquidity ratio for pooled funds is approximately 10%
- About 60% of pooled funds are managed via active management strategies
- The average age of pooled funds is approximately 7 years
- Pooled funds investing in emerging markets have an average expense ratio of 0.75%
- Pooled funds focused on technology sectors increased their valuation by over 30% in 2022
- The average redemption rate for mutual funds was 3% annually in 2022
Fund Performance and Fees Interpretation
Global Asset Management Growth and Distribution
- Pooled funds managed globally reached approximately $124 trillion in 2023
- Pooled funds accounted for about 45% of total global assets under management (AUM) in 2023
- The number of pooled funds worldwide increased by 12% from 2018 to 2023
- Hedge funds, a type of pooled fund, managed approximately $4 trillion globally in 2023
- The net inflow into bond pooled funds was $50 billion in 2022
- Pooled real estate funds grew by 8% annually between 2019 and 2023
- The average tenure of managers managing pooled funds is approximately 5 years
- Pooled commodities funds accounted for about 3% of total commodities trading volume in 2023
- Pooled infrastructure funds managed approximately $150 billion globally in 2023
- Pooled venture capital funds invested over $50 billion in startups in 2022
- The top 10 pooled fund managers control over 40% of the global pooled fund AUM
- About 70% of pooled funds are invested in equity securities
- Pooled bond funds saw a net outflow of around $30 billion in 2022
- The global pooled fund industry has an average compliance rate of over 90% with regulatory standards
- Pooled mutual funds in the U.S. managed over $18 trillion in assets in 2023
- The overall global growth rate of pooled assets was approximately 6.5% annually from 2018 to 2023
- The top five pooled fund managers hold approximately 25% of total pooled fund assets globally
- Pooled funds targeting high-net-worth individuals constitute about 50% of total global pooled fund assets
- Pooled funds invested in digital assets or cryptocurrencies are estimated at around $10 billion in 2023
- Pooled funds dedicated to health and biotech sectors experienced a 15% growth in assets under management in 2022
- The median fund size for infrastructure pooled funds is approximately $250 million
- Pooled funds in the waste management sector grew by 9% annually between 2019 and 2023
- About 12% of the global pooled funds are allocated towards emerging technologies like AI, blockchain, and quantum computing
- Nearly 50% of pooled funds are invested in macroeconomic or multi-asset strategies
Global Asset Management Growth and Distribution Interpretation
Private Equity, Debt, and Alternative Funds
- Pooled private equity funds attracted over $600 billion in capital in 2022
- The average size of private equity pooled funds was $400 million in 2023
- Retail investors contribute to about 25% of private equity pooled fund investments
- The average lock-up period for private equity pooled funds is approximately 5-8 years
- The total number of private debt pooled funds was over 800 in 2022
- The average annualized return for private debt pooled funds was 6.5% in 2022
Private Equity, Debt, and Alternative Funds Interpretation
Regional and Market-Specific Trends
- Institutional investors constitute 65% of the pooled fund market in North America
- Retail investors hold roughly 35% of pooled mutual fund assets in the U.S.
- Pooled funds in Asia-Pacific increased their assets under management by 10% in 2022
- The total number of pooled funds in Europe was over 10,000 in 2023
- Pooled funds in emerging markets accounted for about 15% of global pooled fund assets in 2023
Regional and Market-Specific Trends Interpretation
Sustainable and Responsible Investing
- Pooled ESG funds represented approximately 20% of the pooled equity funds globally in 2023
- Pooled funds with ESG mandates saw a growth rate of 25% per year over the past three years
- Pooled funds dedicated to sustainable development goals (SDGs) grew at an annual rate of 22% over the past two years
- Pooled funds dedicated to socially responsible investing (SRI) grew by 18% period-over-period in 2023
- Pooled funds with a focus on renewable energy comprise around 12% of sustainable investment funds
- The percentage of global pooled funds invested in sustainable and green projects increased to 18% in 2023
- Pooled funds focusing on gender diversity and inclusion raised over $20 billion globally in 2022
- Pooled funds investing in sustainable agriculture grew at a pace of 10% annually over the past 3 years
Sustainable and Responsible Investing Interpretation
Sources & References
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