United Kingdom Index: Month Average: Actuaries Share: FTSE Small Cap data was reported at 5,438.798 30Dec1983=100 in Nov 2018. This records a decrease from the previous number of 5,576.520 30Dec1983=100 for Oct 2018. United Kingdom Index: Month Average: Actuaries Share: FTSE Small Cap data is updated monthly, averaging 2,892.628 30Dec1983=100 from Mar 1993 (Median) to Nov 2018, with 309 observations. The data reached an all-time high of 5,974.358 30Dec1983=100 in Jan 2018 and a record low of 1,557.100 30Dec1983=100 in Mar 1993. United Kingdom Index: Month Average: Actuaries Share: FTSE Small Cap data remains active status in CEIC and is reported by Financial Times. The data is categorized under Global Database’s United Kingdom – Table UK.Z001: Financial Times Stock Exchange: Indices.

United Kingdom Dividend Yield: Actuaries Share Index: FTSE Small Cap data was reported at 3.630 % pa in Nov 2018. This records an increase from the previous number of 3.580 % pa for Oct 2018. United Kingdom Dividend Yield: Actuaries Share Index: FTSE Small Cap data is updated monthly, averaging 2.800 % pa from Mar 1993 (Median) to Nov 2018, with 309 observations. The data reached an all-time high of 6.180 % pa in Jan 2009 and a record low of 1.640 % pa in May 2007. United Kingdom Dividend Yield: Actuaries Share Index: FTSE Small Cap data remains active status in CEIC and is reported by Financial Times. The data is categorized under Global Database’s United Kingdom – Table UK.Z002: Financial Times Stock Exchange: Dividend Yield.

The FTSE All-Share Index shed around one quarter of its value between December 2019 and March 2020, largely due to the coronavirus (COVID-19) pandemic, but likely also influenced by the uncertainty around Brexit at the time. Since then, it has recovered and reached its peak of over 4,750 points at the end of February 2025.The FTSE All-Share Index is the aggregation of the FTSE 100, FTSE 250 FTSE Small Cap indexes, and represents around 98-99 percent of the total UK market capitalization. Since December 29, 2017 the index has been comprised of the 641 largest U.K. companies by market capitalization on the London Stock Exchange.

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Mutual Funds Market Size 2025-2029

The mutual funds market size is forecast to increase by USD 85.5 trillion at a CAGR of 9.9% between 2024 and 2029.

The market, particularly in developing nations, is experiencing significant growth driven by increasing financial literacy, expanding middle class populations, and favorable regulatory environments. This trend is expected to continue as more individuals seek diversified investment opportunities to secure their financial future. However, this market growth comes with its challenges, primarily transaction risks. These risks, including market volatility, liquidity issues, and fraud, can significantly impact investors' confidence and asset values. To capitalize on this market opportunity, companies must prioritize risk management strategies, such as diversification, transparency, and regulatory compliance. Additionally, leveraging technology to streamline transactions, enhance security, and provide real-time information can help build trust and attract investors. Companies that effectively navigate these challenges and provide value-added services will be well-positioned to succeed in the evolving the market landscape.

What will be the Size of the Mutual Funds Market during the forecast period?

Request Free SampleThe mutual fund industry continues to be a significant player in the global investment landscape, with digital penetration driving growth and accessibility. Systematic investment plans, including mutual funds, have gained popularity among small investors seeking diversified investment opportunities. The mutual fund market encompasses various categories, such as equity funds, money market funds, bond funds, index funds, and hedge funds. Equity strategies dominate the fund portfolio of many investors, reflecting the appeal of stocks for potential capital appreciation. Insurance companies also play a crucial role in the industry, offering investment products to both retail and institutional clients. The investment fund industry has witnessed a in investment, particularly among small fund savers, drawn to the convenience of portfolio management services. Short-term debt funds cater to those seeking lower risk and liquidity. Overall, the mutual fund market is poised for continued expansion, driven by the increasing demand for efficient investment solutions.

How is this Mutual Funds Industry segmented?

The mutual funds industry research report provides comprehensive data (region-wise segment analysis), with forecasts and estimates in 'USD trillion' for the period 2025-2029, as well as historical data from 2019-2023 for the following segments. TypeStock fundsBond fundsMoney market fundsHybrid fundsDistribution ChannelAdvice channelRetirement plan channelInstitutional channelDirect channelSupermarket channelGeographyNorth AmericaUSCanadaEuropeFranceGermanyItalySpainUKAPACAustraliaChinaIndiaSouth AmericaMiddle East and Africa

By Type Insights

The stock funds segment is estimated to witness significant growth during the forecast period.Mutual funds are investment vehicles that pool together funds from various investors to purchase a diversified portfolio of securities, primarily stocks. These funds come in various categories, including equity, income, index, sector, bond, money market, commodity, and fund of funds. Equity funds invest in corporate stocks, with growth funds focusing on high-growth stocks and income funds prioritizing dividend-paying stocks. Index funds mirror a specific market index, while sector funds invest in a particular industry sector. Stock mutual funds can also be categorized based on the size of the companies in which they invest, such as large-cap, mid-cap, and small-cap funds. Institutional and retail investors, including individual investors, financial advisors, and robo-advisors, utilize mutual funds for retirement planning, risk management, and diversification strategies. The mutual fund industry has seen significant growth, driven by digital penetration, systematic investment plans, and the increasing popularity of exchange-traded funds (ETFs) and index funds. The asset base under management (AUM) of the investment fund industry is expected to expand due to the increasing number of demat CDSL and NSDL accounts, SIP accounts, and small town investors. Debt-oriented schemes and sustainable strategy segments, such as ESG Integration Funds, Negative Screening Funds, and Impact Funds, are also gaining popularity. The mutual fund industry is subject to regulatory compliance and tax efficiency, offering investors capital appreciation, liquidity benefits, and professional management. The capital market environment is influenced by factors such as market volatility, equity exposure, fixed income, and long-term returns. Mutual fund providers offer portfolio management services, fair pricing, and various investment plans to cater to different risk tolerances and inve

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ETF Market Size 2025-2029

The ETF market size is forecast to increase by USD 17.94 billion, at a CAGR of 20.2% between 2024 and 2029.

The market is experiencing significant growth, driven by key factors such as market liquidity and the increasing popularity of bond ETFs. Market liquidity refers to the ease with which securities can be bought and sold in the market without significantly impacting the price. This factor is crucial for ETFs, as they are designed to provide investors with the ability to trade large volumes of securities in a single transaction. Another trend in the market is the growth of bond ETFs, which offer investors exposure to fixed income securities. The market's growth is driven by advancements in technology, such as blockchain, artificial intelligence, big data, optical character recognition, and machine learning, which improve trade finance, facilitate trade agreements, and support financial institutions and service providers. 
However, the market also faces challenges, including transaction risks. These risks arise from the fact that ETFs are traded like individual stocks, but their value is derived from the underlying portfolio of securities. As such, there is a risk that the market price of an ETF may not accurately reflect the value of its underlying securities, leading to potential losses for investors. Despite these challenges, the market is expected to continue growing, driven by the benefits it offers in terms of liquidity, diversification, and cost efficiency.

What will be the Size of the ETF Market During the Forecast Period?

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Exchange-traded funds (ETFs) have revolutionized the investment landscape by offering affordable, transparent, and liquid access to various asset classes, including stocks, bonds, commodities, currencies, and real estate. ETFs function much like mutual funds, pooling assets from investors to purchase a diversified portfolio. However, they differ in their trading mechanism, as they are listed and traded on stock exchanges, allowing for intraday pricing and flexibility. ETFs have gained significant traction due to their affordability and lower transaction costs compared to traditional mutual funds. Their index-based construction aligns with passive investment strategies, providing broad market exposure. Market volatility has not deterred the growth of ETFs, as they offer financial market stability through diversification and the ability to hedge against various risks.
Government support and the proliferation of computer-built ETFs have further bolstered their popularity. Alternative trading funds and specialty ETFs cater to specific investor needs, such as fixed income, real estate, and commodity exposure. ETFs have become a go-to investment vehicle for both retail and institutional investors, offering an efficient and cost-effective solution for passive investing strategies.

How is this ETF Industry segmented and which is the largest segment?

The ETF industry research report provides comprehensive data (region-wise segment analysis), with forecasts and estimates in 'USD million' for the period 2025-2029, as well as historical data from 2019-2023 for the following segments.

Type

  Fixed income ETF
  Equity ETF
  Commodity ETF
  Real estate ETF
  Others


Product Type

  Large cap ETFs
  Mega cap ETFs
  Mid cap ETFs
  Small cap ETFs


Geography

  North America

    Canada
    US


  Europe

    Germany
    UK
    France


  APAC

    China
    Japan
    South Korea


  South America



  Middle East and Africa

By Type Insights

The fixed income ETF segment is estimated to witness significant growth during the forecast period.

Fixed income Exchange-traded funds (ETFs) hold a significant market position in 2024. Distinct from traditional bond investments, which are often bought through bond brokers, fixed income ETFs are exchange-traded products that invest in various fixed-income securities, including corporate, municipal, and government bonds, on a stock exchange. This centralized exchange exposure provides bond buyers with increased access and liquidity compared to the limited exposure offered by corporate bond sales through brokers. Notable categories of fixed income ETFs include Government Bond ETFs, which invest in securities issued by governments, and other types, such as Corporate Bond ETFs and International Bond ETFs. These ETFs offer investors affordability through potential lower transaction costs, net asset value transparency, and passive investment strategies, such as index funds.

Fixed income ETFs cater to both retail and institutional investors, and their offerings span various sectors, including bonds, equity, commodity, currency, and specialty. The financial market stability provided by fixed income ETFs, along with the growing use of technology in trade finance and financial services, further enhances the

股息收益率：综合精算股票指数：富时小型公司指数在11-01-2018达3.630年利率%，相较于10-01-2018的3.580年利率%有所增长。股息收益率：综合精算股票指数：富时小型公司指数数据按月更新，03-01-1993至11-01-2018期间平均值为2.800年利率%，共309份观测结果。该数据的历史最高值出现于01-01-2009，达6.180年利率%，而历史最低值则出现于05-01-2007，为1.640年利率%。CEIC提供的股息收益率：综合精算股票指数：富时小型公司指数数据处于定期更新的状态，数据来源于Financial Times，数据归类于全球数据库的英国 – 表 UK.Z002：金融时报证券交易所指数：股息收益率。

市盈率：综合精算股票指数：富时小型公司指数在11-01-2018达14.340单位，相较于10-01-2018的13.780单位有所增长。市盈率：综合精算股票指数：富时小型公司指数数据按月更新，07-01-1993至11-01-2018期间平均值为24.580单位，共305份观测结果。该数据的历史最高值出现于11-01-2004，达5,187.140单位，而历史最低值则出现于10-01-2004，为-3,420.220单位。CEIC提供的市盈率：综合精算股票指数：富时小型公司指数数据处于定期更新的状态，数据来源于Financial Times，数据归类于全球数据库的英国 – 表 UK.Z003：金融时报证券交易所指数：市盈率。

指数：月平均：综合精算股票指数：富时小型公司指数在11-01-2018达5,438.79830Dec1983=100，相较于10-01-2018的5,576.52030Dec1983=100有所下降。指数：月平均：综合精算股票指数：富时小型公司指数数据按月更新，03-01-1993至11-01-2018期间平均值为2,892.62830Dec1983=100，共309份观测结果。该数据的历史最高值出现于01-01-2018，达5,974.35830Dec1983=100，而历史最低值则出现于03-01-1993，为1,557.10030Dec1983=100。CEIC提供的指数：月平均：综合精算股票指数：富时小型公司指数数据处于定期更新的状态，数据来源于Financial Times，数据归类于全球数据库的英国 – 表 UK.Z001：金融时报证券交易所指数：目录。

股息收益率：MA：综合精算股票指数：富时小型公司指数在11-01-2018达3.605年利率%，相较于10-01-2018的3.483年利率%有所增长。股息收益率：MA：综合精算股票指数：富时小型公司指数数据按月更新，05-01-1993至11-01-2018期间平均值为2.776年利率%，共307份观测结果。该数据的历史最高值出现于02-01-2009，达6.038年利率%，而历史最低值则出现于02-01-2007，为1.615年利率%。CEIC提供的股息收益率：MA：综合精算股票指数：富时小型公司指数数据处于定期更新的状态，数据来源于Financial Times，数据归类于全球数据库的英国 – 表 UK.Z002：金融时报证券交易所指数：股息收益率。