Investment Fund Market Insights April 30, 2024

sijoitusrahastomarkkinoiden kehitys 30 4 2024 l.w

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Explore the development of investment fund markets, fund ownership distribution by sector, fund capital in Finnish investment funds, net subscriptions in Finnish investment funds, and more. Gain valuable insights into equity fund net subscriptions by region, bond fund net subscriptions by category, and fund capital distribution in Finland over the years.

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SIJOITUSRAHASTOMARKKINOIDEN KEHITYS 30.4.2024

Rahastopoman jakautuminen omistajasektoreittain 31.12.2022 L hde: Suomen Pankki ja FA

Rahastopoma suomalaisissa sijoitusrahastoissa 180 158.9 158.3 160 149.0 140 133.6 132.2 124.7 116.2110.1 120 106.5 97.4 Mrd. Eur 100 85.1 75.1 80 66.3 60.966.0 61.555.4 60 54.3 44.7 41.3 40 31.1 1.0 0.9 1.9 3.1 4.910.213.514.515.722.1 20 0 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 4/2024

Nettomerkinnt suomalaisissa sijoitusrahastoissa 3,000 2,000 1,000 0 Milj. euroa -1,000 -2,000 -3,000 -4,000 -5,000 12/16 12/17 12/18 12/19 12/20 12/21 12/22 12/23

Nettomerkinnt rahastoluokittain Muut rahastot Lyhyen koron rahastot Pitk n koron rahastot 12 kuukautta 1 kuukausi Yhdistelm rahastot Osakerahastot million -500 0 500 1,000 1,500 2,000 2,500 3,000 3,500 4,000

Osakerahastojen nettomerkinnt rahastoluokittain Japani Tyynenmeren alue Pohjois-Amerikka Sektorirahastot Maailma 12 kuukautta 1 kuukausi Suomi Eurooppa Pohjoismaat Kehittyv t markkinat million -500 0 500 1,000 1,500 2,000 2,500 3,000

Korkorahastojen nettomerkinnt rahastoluokittain K teisrahastot Muut lyhyen koron rahastot Rahamarkkinarahastot Valtioriski maailma Valtioriski Euroalue 12 kuukautta Korkeariskiset yrityslainat maailma 1 kuukausi Luokitellut yrityslainat maailma Kehittyv t markkinat Luokitellut yrityslainat Euroalue Korkeariskiset yrityslainat Euroalue -1,000 -500 0 500 1,000 1,500 2,000 2,500 milj. euroa

Rahastopoman jakautuminen Suomessa 180,000 160,000 140,000 120,000 100,000 million 80,000 60,000 40,000 20,000 0 4/2015 4/2016 4/2017 4/2018 4/2019 4/2020 4/2021 4/2022 4/2023 4/2024 Osakerahastot Yhdistelm rahastot Pitk n koron rahastot Lyhyen koron rahastot Muut rahastot

Rahastopomien ja kumulatiivisten nettomerkint jen kehittyminen 180,000 Rahastop oma suomalaisissa sijoitusrahastoissa Kumulatiiviset nettomerkinn t 160,000 140,000 120,000 million 100,000 80,000 60,000 40,000 20,000 0 10/14 04/15 10/15 04/16 10/16 04/17 10/17 04/18 10/18 04/19 10/19 04/20 10/20 04/21 10/21 04/22 10/22 04/23 10/23 04/24

Suomalaisten osakerahastojen ESG - jakaumat 100.0 % 94.7 % 90.0 % 80.0 % 75.0 % 70.0 % 60.0 % 60.0 % 49.7 % 50.0 % 45.5 % 43.1 % 42.4 % 40.0 % 30.0 % 20.6 % 20.0 % 16.3 % 15.5 % 7.6 % 7.2 % 10.0 % 6.2 % 5.8 % 5.3 % 3.1 % 2.0 % 0.1 % 0.1 % 0.0 % 0.0 % 0.0 % 0.0 % 0.0 % 0.0 % 0.0 % 0-4 4-5 5-6 6-7 7-10 Osake: Eurooppa ml. Pohjoismaat Osake: Pohjois-Amerikka Osake: Maailma Osake: Kehittyv t Markkinat Osake: Japani & Tyynimeri ESG Data Provided by MSCI ESG Research LLC *Certain information contained herein (the Information ) has been provided by MSCI ESG Research LLC, a Registered Investment Adviser under the Investment Advisers Act of 1940, and may include data from its affiliates (including MSCI Inc. and its subsidiaries ( MSCI )), or third party suppliers (each an Information Provider ), and it may not be reproduced or redisseminated in whole or in part without prior written permission. The Information has not been submitted to, nor received approval from, the US SEC or any other regulatory body. The Information may not be used to create any derivative works, or in connection with, nor does it constitute, an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. Some funds may be based on or linked to MSCI indexes, and MSCI may be compensated based on the fund s assets under management or other measures. MSCI has established an information barrier between equity index research and certain Information. None of the Information in and of itself can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided as is and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information. Neither MSCI ESG Research nor any Information Party makes any representations or express or implied warranties (which are expressly disclaimed), nor shall they incur liability for any errors or omissions in the Information, or for any damages related thereto.

Suomalaisten pitkn koron rahastojen ESG -jakaumat 100.00% 92.13% 90.00% 80.00% 70.00% 65.18% 60.00% 50.00% 40.55% 40.00% 36.26% 30.00% 23.20% 16.71% 20.00% 9.60% 8.50% 7.87% 10.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0-4 4-5 5-6 6-7 7-10 Pitk Korko: Eurooppa Pitk Korko: Maailma Pitk Korko: Kehittyv t Markkinat ESG Data Provided by MSCI ESG Research LLC *Certain information contained herein (the Information ) has been provided by MSCI ESG Research LLC, a Registered Investment Adviser under the Investment Advisers Act of 1940, and may include data from its affiliates (including MSCI Inc. and its subsidiaries ( MSCI )), or third party suppliers (each an Information Provider ), and it may not be reproduced or redisseminated in whole or in part without prior written permission. The Information has not been submitted to, nor received approval from, the US SEC or any other regulatory body. The Information may not be used to create any derivative works, or in connection with, nor does it constitute, an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. Some funds may be based on or linked to MSCI indexes, and MSCI may be compensated based on the fund s assets under management or other measures. MSCI has established an information barrier between equity index research and certain Information. None of the Information in and of itself can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided as is and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information. Neither MSCI ESG Research nor any Information Party makes any representations or express or implied warranties (which are expressly disclaimed), nor shall they incur liability for any errors or omissions in the Information, or for any damages related thereto.