Market Overview:
The global listed open-end fund market is expected to grow from USD 2,811.5 billion in 2018 to USD 4,717.9 billion by 2030, at a CAGR of 6.0%, during the forecast period. The growth of the global listed open-end fund market can be attributed to the increasing demand for investment options across different applications and regions. Based on type, the fixed-income ROFs segment is expected to account for the largest share of the global listed open-end fund market in 2018. This segment is also projected to grow at a higher CAGR than other segments during the forecast period.
Product Definition:
A listed open-end fund is a type of investment company that is registered with the Securities and Exchange Commission (SEC) and sells shares to the general public. These funds are also known as mutual funds, and they allow investors to pool their money together in order to purchase a diversified mix of securities.
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Fixed-Income ROFs:
Fixed-income return of funds (ROF) is a type of security that promises investors a fixed interest rate on the invested amount. The investor can withdraw his/her money at any time without any risk as the principal will never be lost. ROFs are also known as constant maturity securities or constant returns securities and they are issued in the form of bonds, debentures, certificates or notes.
Equity ROFs:
An equity ROF is a Return of Capital, which is paid to the investors in a fund after the end of each financial year. In other words, it's an annual income that an investor gets by owning a fund instead of having shares in a company. It can also be defined as return on capital invested (RCI) or return on capital received (ROC).
Application Insights:
The corporate investment segment dominated the global LOF market in 2017 and is expected to witness significant growth over the forecast period. The growing trend of share buyback by companies to boost their stock price has resulted in higher demand for funds managed by them. As a result, corporate investors are increasingly using open-end management schemes as an easy and cost-effective way of investing in order to achieve diversified portfolio across various asset classes including bonds, stocks & shares, real estate etc.
The personal finance segment is also anticipated to witness considerable growth over the next eight years owing to increasing awareness about financial planning among individuals globally coupled with rising disposable income due largelyto high employment ratesin major economies such as U.S., Canada, China India etc.
Regional Analysis:
Asia Pacific was the largest regional LOF market in 2017 and is expected to continue its dominance over the forecast period. The growth of this region can be attributed to increasing awareness regarding investment options among retail investors. Furthermore, growing middle-class populations in countries such as India and China are likely to propel investments in real estate, which will further fuel demand for LOFs.
The Asia Pacific has been witnessing robust economic growth with developing nations such as India and China at the forefront of it. This trend is projected to continue over the coming years due to factors such as rising disposable income, changing demographics, urbanization along with rapid industrialization & infrastructure development that have made these countries more business-friendly environments than ever before across various sectors including corporate services, banking & financial services etc., thus creating lucrative opportunities for global investors looking for long term capital gains through listed open-end funds (LOFs).
Growth Factors:
- Increasing awareness about the benefits of investing in listed open-end funds: Open-end funds offer various benefits such as convenience, liquidity, and diversification. As investors become more aware of these benefits, they are likely to invest in open-end funds.
- Growing popularity of passive investment strategies: Passive investment strategies have been gaining in popularity in recent years as investors seek to minimize their costs and maximize their returns. Open-end funds that follow passive investment strategies are likely to benefit from this trend.
- Rising interest rates: Interest rates have been on the rise since late 2016, and this is expected to continue in 2018 and beyond. This could lead more investors to shift their money from low-yielding savings accounts into higher yielding investments such as open-end funds.
Scope Of The Report
Report Attributes
Report Details
Report Title
Listed Open-end Fund(LOF) Market Research Report
By Type
Fixed-Income ROFs, Equity ROFs, Mixed ROFs
By Application
Personal Finance, Corporate Pension Fund, Insurance Fund, University Endowment Fund, Corporate Investment
By Companies
Tianhong Fund, E Fund, China Universal Fund, Southern Fund, GF Fund, China Asset Management, Bosera Fund, Harvest Fund, Wells Fargo Fund, ICBC Credit Suisse Fund, Yinhua Fund, Penghua Fund, China Merchants Fund, CCB Fund, China Industrial Securities Global Fund
Regions Covered
North America, Europe, APAC, Latin America, MEA
Base Year
2021
Historical Year
2019 to 2020 (Data from 2010 can be provided as per availability)
Forecast Year
2030
Number of Pages
162
Number of Tables & Figures
114
Customization Available
Yes, the report can be customized as per your need.
Global Listed Open-end Fund(LOF) Market Report Segments:
The global Listed Open-end Fund(LOF) market is segmented on the basis of:
Types
Fixed-Income ROFs, Equity ROFs, Mixed ROFs
The product segment provides information about the market share of each product and the respective CAGR during the forecast period. It lays out information about the product pricing parameters, trends, and profits that provides in-depth insights of the market. Furthermore, it discusses latest product developments & innovation in the market.
Applications
Personal Finance, Corporate Pension Fund, Insurance Fund, University Endowment Fund, Corporate Investment
The application segment fragments various applications of the product and provides information on the market share and growth rate of each application segment. It discusses the potential future applications of the products and driving and restraining factors of each application segment.
Some of the companies that are profiled in this report are:
- Tianhong Fund
- E Fund
- China Universal Fund
- Southern Fund
- GF Fund
- China Asset Management
- Bosera Fund
- Harvest Fund
- Wells Fargo Fund
- ICBC Credit Suisse Fund
- Yinhua Fund
- Penghua Fund
- China Merchants Fund
- CCB Fund
- China Industrial Securities Global Fund
 Market Overview.svg)
Highlights of The Listed Open-end Fund(LOF) Market Report:
- The market structure and projections for the coming years.
- Drivers, restraints, opportunities, and current trends of market.
- Historical data and forecast.
- Estimations for the forecast period 2030.
- Developments and trends in the market.
- By Type:
- Fixed-Income ROFs
- Equity ROFs
- Mixed ROFs
- By Application:
- Personal Finance
- Corporate Pension Fund
- Insurance Fund
- University Endowment Fund
- Corporate Investment
- Market scenario by region, sub-region, and country.
- Market share of the market players, company profiles, product specifications, SWOT analysis, and competitive landscape.
- Analysis regarding upstream raw materials, downstream demand, and current market dynamics.
- Government Policies, Macro & Micro economic factors are also included in the report.
We have studied the Listed Open-end Fund(LOF) Market in 360 degrees via. both primary & secondary research methodologies. This helped us in building an understanding of the current market dynamics, supply-demand gap, pricing trends, product preferences, consumer patterns & so on. The findings were further validated through primary research with industry experts & opinion leaders across countries. The data is further compiled & validated through various market estimation & data validation methodologies. Further, we also have our in-house data forecasting model to predict market growth up to 2030.
Regional Analysis
- North America
- Europe
- Asia Pacific
- Middle East & Africa
- Latin America
Note: A country of choice can be added in the report at no extra cost. If more than one country needs to be added, the research quote will vary accordingly.
The geographical analysis part of the report provides information about the product sales in terms of volume and revenue in regions. It lays out potential opportunities for the new entrants, emerging players, and major players in the region. The regional analysis is done after considering the socio-economic factors and government regulations of the countries in the regions.
How you may use our products:
- Correctly Positioning New Products
- Market Entry Strategies
- Business Expansion Strategies
- Consumer Insights
- Understanding Competition Scenario
- Product & Brand Management
- Channel & Customer Management
- Identifying Appropriate Advertising Appeals
 Market Statistics.svg)
8 Reasons to Buy This Report
- Includes a Chapter on the Impact of COVID-19 Pandemic On the Market
- Report Prepared After Conducting Interviews with Industry Experts & Top Designates of the Companies in the Market
- Implemented Robust Methodology to Prepare the Report
- Includes Graphs, Statistics, Flowcharts, and Infographics to Save Time
- Industry Growth Insights Provides 24/5 Assistance Regarding the Doubts in the Report
- Provides Information About the Top-winning Strategies Implemented by Industry Players.
- In-depth Insights On the Market Drivers, Restraints, Opportunities, and Threats
- Customization of the Report Available
Frequently Asked Questions?
A listed open-end fund (LOF) is a type of mutual fund that trades on the stock market. LOFs are typically offered by investment banks and other financial institutions. LOFs offer investors the opportunity to gain exposure to a diversified portfolio of securities while enjoying the benefits associated with being invested in a professionally managed investment vehicle.
Some of the major players in the listed open-end fund(lof) market are Tianhong Fund, E Fund, China Universal Fund, Southern Fund, GF Fund, China Asset Management, Bosera Fund, Harvest Fund, Wells Fargo Fund, ICBC Credit Suisse Fund, Yinhua Fund, Penghua Fund, China Merchants Fund, CCB Fund, China Industrial Securities Global Fund.
The listed open-end fund(lof) market is expected to grow at a compound annual growth rate of 6%.
Chapter 1 Executive Summary
Chapter 2 Assumptions and Acronyms Used
Chapter 3 Research Methodology
Chapter 4 Listed Open-end Fund(LOF) Market Overview
4.1 Introduction
4.1.1 Market Taxonomy
4.1.2 Market Definition
4.1.3 Macro-Economic Factors Impacting the Market Growth
4.2 Listed Open-end Fund(LOF) Market Dynamics
4.2.1 Market Drivers
4.2.2 Market Restraints
4.2.3 Market Opportunity
4.3 Listed Open-end Fund(LOF) Market - Supply Chain Analysis
4.3.1 List of Key Suppliers
4.3.2 List of Key Distributors
4.3.3 List of Key Consumers
4.4 Key Forces Shaping the Listed Open-end Fund(LOF) Market
4.4.1 Bargaining Power of Suppliers
4.4.2 Bargaining Power of Buyers
4.4.3 Threat of Substitution
4.4.4 Threat of New Entrants
4.4.5 Competitive Rivalry
4.5 Global Listed Open-end Fund(LOF) Market Size & Forecast, 2018-2028
4.5.1 Listed Open-end Fund(LOF) Market Size and Y-o-Y Growth
4.5.2 Listed Open-end Fund(LOF) Market Absolute $ Opportunity
Chapter 5 Global Listed Open-end Fund(LOF) Market Analysis and Forecast by Type
5.1 Introduction
5.1.1 Key Market Trends & Growth Opportunities by Type
5.1.2 Basis Point Share (BPS) Analysis by Type
5.1.3 Absolute $ Opportunity Assessment by Type
5.2 Listed Open-end Fund(LOF) Market Size Forecast by Type
5.2.1 Fixed-Income ROFs
5.2.2 Equity ROFs
5.2.3 Mixed ROFs
5.3 Market Attractiveness Analysis by Type
Chapter 6 Global Listed Open-end Fund(LOF) Market Analysis and Forecast by Applications
6.1 Introduction
6.1.1 Key Market Trends & Growth Opportunities by Applications
6.1.2 Basis Point Share (BPS) Analysis by Applications
6.1.3 Absolute $ Opportunity Assessment by Applications
6.2 Listed Open-end Fund(LOF) Market Size Forecast by Applications
6.2.1 Personal Finance
6.2.2 Corporate Pension Fund
6.2.3 Insurance Fund
6.2.4 University Endowment Fund
6.2.5 Corporate Investment
6.3 Market Attractiveness Analysis by Applications
Chapter 7 Global Listed Open-end Fund(LOF) Market Analysis and Forecast by Region
7.1 Introduction
7.1.1 Key Market Trends & Growth Opportunities by Region
7.1.2 Basis Point Share (BPS) Analysis by Region
7.1.3 Absolute $ Opportunity Assessment by Region
7.2 Listed Open-end Fund(LOF) Market Size Forecast by Region
7.2.1 North America
7.2.2 Europe
7.2.3 Asia Pacific
7.2.4 Latin America
7.2.5 Middle East & Africa (MEA)
7.3 Market Attractiveness Analysis by Region
Chapter 8 Coronavirus Disease (COVID-19) Impact
8.1 Introduction
8.2 Current & Future Impact Analysis
8.3 Economic Impact Analysis
8.4 Government Policies
8.5 Investment Scenario
Chapter 9 North America Listed Open-end Fund(LOF) Analysis and Forecast
9.1 Introduction
9.2 North America Listed Open-end Fund(LOF) Market Size Forecast by Country
9.2.1 U.S.
9.2.2 Canada
9.3 Basis Point Share (BPS) Analysis by Country
9.4 Absolute $ Opportunity Assessment by Country
9.5 Market Attractiveness Analysis by Country
9.6 North America Listed Open-end Fund(LOF) Market Size Forecast by Type
9.6.1 Fixed-Income ROFs
9.6.2 Equity ROFs
9.6.3 Mixed ROFs
9.7 Basis Point Share (BPS) Analysis by Type
9.8 Absolute $ Opportunity Assessment by Type
9.9 Market Attractiveness Analysis by Type
9.10 North America Listed Open-end Fund(LOF) Market Size Forecast by Applications
9.10.1 Personal Finance
9.10.2 Corporate Pension Fund
9.10.3 Insurance Fund
9.10.4 University Endowment Fund
9.10.5 Corporate Investment
9.11 Basis Point Share (BPS) Analysis by Applications
9.12 Absolute $ Opportunity Assessment by Applications
9.13 Market Attractiveness Analysis by Applications
Chapter 10 Europe Listed Open-end Fund(LOF) Analysis and Forecast
10.1 Introduction
10.2 Europe Listed Open-end Fund(LOF) Market Size Forecast by Country
10.2.1 Germany
10.2.2 France
10.2.3 Italy
10.2.4 U.K.
10.2.5 Spain
10.2.6 Russia
10.2.7 Rest of Europe
10.3 Basis Point Share (BPS) Analysis by Country
10.4 Absolute $ Opportunity Assessment by Country
10.5 Market Attractiveness Analysis by Country
10.6 Europe Listed Open-end Fund(LOF) Market Size Forecast by Type
10.6.1 Fixed-Income ROFs
10.6.2 Equity ROFs
10.6.3 Mixed ROFs
10.7 Basis Point Share (BPS) Analysis by Type
10.8 Absolute $ Opportunity Assessment by Type
10.9 Market Attractiveness Analysis by Type
10.10 Europe Listed Open-end Fund(LOF) Market Size Forecast by Applications
10.10.1 Personal Finance
10.10.2 Corporate Pension Fund
10.10.3 Insurance Fund
10.10.4 University Endowment Fund
10.10.5 Corporate Investment
10.11 Basis Point Share (BPS) Analysis by Applications
10.12 Absolute $ Opportunity Assessment by Applications
10.13 Market Attractiveness Analysis by Applications
Chapter 11 Asia Pacific Listed Open-end Fund(LOF) Analysis and Forecast
11.1 Introduction
11.2 Asia Pacific Listed Open-end Fund(LOF) Market Size Forecast by Country
11.2.1 China
11.2.2 Japan
11.2.3 South Korea
11.2.4 India
11.2.5 Australia
11.2.6 South East Asia (SEA)
11.2.7 Rest of Asia Pacific (APAC)
11.3 Basis Point Share (BPS) Analysis by Country
11.4 Absolute $ Opportunity Assessment by Country
11.5 Market Attractiveness Analysis by Country
11.6 Asia Pacific Listed Open-end Fund(LOF) Market Size Forecast by Type
11.6.1 Fixed-Income ROFs
11.6.2 Equity ROFs
11.6.3 Mixed ROFs
11.7 Basis Point Share (BPS) Analysis by Type
11.8 Absolute $ Opportunity Assessment by Type
11.9 Market Attractiveness Analysis by Type
11.10 Asia Pacific Listed Open-end Fund(LOF) Market Size Forecast by Applications
11.10.1 Personal Finance
11.10.2 Corporate Pension Fund
11.10.3 Insurance Fund
11.10.4 University Endowment Fund
11.10.5 Corporate Investment
11.11 Basis Point Share (BPS) Analysis by Applications
11.12 Absolute $ Opportunity Assessment by Applications
11.13 Market Attractiveness Analysis by Applications
Chapter 12 Latin America Listed Open-end Fund(LOF) Analysis and Forecast
12.1 Introduction
12.2 Latin America Listed Open-end Fund(LOF) Market Size Forecast by Country
12.2.1 Brazil
12.2.2 Mexico
12.2.3 Rest of Latin America (LATAM)
12.3 Basis Point Share (BPS) Analysis by Country
12.4 Absolute $ Opportunity Assessment by Country
12.5 Market Attractiveness Analysis by Country
12.6 Latin America Listed Open-end Fund(LOF) Market Size Forecast by Type
12.6.1 Fixed-Income ROFs
12.6.2 Equity ROFs
12.6.3 Mixed ROFs
12.7 Basis Point Share (BPS) Analysis by Type
12.8 Absolute $ Opportunity Assessment by Type
12.9 Market Attractiveness Analysis by Type
12.10 Latin America Listed Open-end Fund(LOF) Market Size Forecast by Applications
12.10.1 Personal Finance
12.10.2 Corporate Pension Fund
12.10.3 Insurance Fund
12.10.4 University Endowment Fund
12.10.5 Corporate Investment
12.11 Basis Point Share (BPS) Analysis by Applications
12.12 Absolute $ Opportunity Assessment by Applications
12.13 Market Attractiveness Analysis by Applications
Chapter 13 Middle East & Africa (MEA) Listed Open-end Fund(LOF) Analysis and Forecast
13.1 Introduction
13.2 Middle East & Africa (MEA) Listed Open-end Fund(LOF) Market Size Forecast by Country
13.2.1 Saudi Arabia
13.2.2 South Africa
13.2.3 UAE
13.2.4 Rest of Middle East & Africa (MEA)
13.3 Basis Point Share (BPS) Analysis by Country
13.4 Absolute $ Opportunity Assessment by Country
13.5 Market Attractiveness Analysis by Country
13.6 Middle East & Africa (MEA) Listed Open-end Fund(LOF) Market Size Forecast by Type
13.6.1 Fixed-Income ROFs
13.6.2 Equity ROFs
13.6.3 Mixed ROFs
13.7 Basis Point Share (BPS) Analysis by Type
13.8 Absolute $ Opportunity Assessment by Type
13.9 Market Attractiveness Analysis by Type
13.10 Middle East & Africa (MEA) Listed Open-end Fund(LOF) Market Size Forecast by Applications
13.10.1 Personal Finance
13.10.2 Corporate Pension Fund
13.10.3 Insurance Fund
13.10.4 University Endowment Fund
13.10.5 Corporate Investment
13.11 Basis Point Share (BPS) Analysis by Applications
13.12 Absolute $ Opportunity Assessment by Applications
13.13 Market Attractiveness Analysis by Applications
Chapter 14 Competition Landscape
14.1 Listed Open-end Fund(LOF) Market: Competitive Dashboard
14.2 Global Listed Open-end Fund(LOF) Market: Market Share Analysis, 2019
14.3 Company Profiles (Details – Overview, Financials, Developments, Strategy)
14.3.1 Tianhong Fund
14.3.2 E Fund
14.3.3 China Universal Fund
14.3.4 Southern Fund
14.3.5 GF Fund
14.3.6 China Asset Management
14.3.7 Bosera Fund
14.3.8 Harvest Fund
14.3.9 Wells Fargo Fund
14.3.10 ICBC Credit Suisse Fund
14.3.11 Yinhua Fund
14.3.12 Penghua Fund
14.3.13 China Merchants Fund
14.3.14 CCB Fund
14.3.15 China Industrial Securities Global Fund
