The total value of assets held by investment funds in Saudi Arabia jumped 20% year-on-year (YoY) to SAR 349.5 billion in 2019, data issued by the Capital Market Authority (CMA) showed.
The number of investment funds increased to 607 in 2019 compared to 542 in 2018, including 253 public funds and 354 private funds.
The total value of assets held by private funds increased by 6% YoY to SAR 189.5 billion in 2019. Private funds accounted for 54% of total fund assets in the Kingdom.
The value of assets of public investment funds grew by 43% from the previous year to SAR 160 billion.
The number of subscribers in Saudi investment funds dropped to around 334,200 in 2019 from 336,500 a year earlier.
|
Saudi-based Mutual Funds (Activity YoY) |
||||
|
Period |
Ownership Type |
Number of funds |
Number of Subscribers |
Asset Base (SAR bln) |
|
2018 |
Public |
249 |
332.6 |
111.9 |
|
Private |
293 |
3.9 |
178.3 |
|
|
Total |
542 |
336.5 |
290.2 |
|
|
2019 |
Public |
253 |
329.7 |
160.0 |
|
Private |
354 |
4.5 |
189.5 |
|
|
Total |
607 |
334.2 |
349.5 |
|
|
Variation |
+12% |
(1%) |
+20% |
|
The value of assets held by money markets, as well as equity and real estate funds represented 92% of total public funds’ assets.
|
Public Funds Arranged by Investment in FY2019 |
|||
|
Asset Class |
Number of funds |
Number of Subscribers |
Value of assets (SAR bln) |
|
Money Markets |
46 |
39051 |
106.80 |
|
Equities |
137 |
148367 |
20.67 |
|
REITs |
17 |
127593 |
19.07 |
|
Real Estate |
9 |
7141 |
7.95 |
|
Holding |
25 |
5478 |
2.84 |
|
Debt Instrument |
7 |
752 |
1.93 |
|
Balanced |
2 |
293 |
0.06 |
|
ETFs |
3 |
461 |
0.04 |
|
Other |
7 |
603 |
0.61 |
|
Total |
253 |
329739 |
159.96 |
Meanwhile, the value of assets held by equity and real estate funds came in at SAR 114.5 billion and SAR 58.5 billion respectively, accounting for 91% of the total assets of private funds.
|
Private Funds Arranged by Investment FY2019 |
|||
|
Asset Class |
Number of funds |
Number of Subscribers |
Value of assets (SAR bln) |
|
Equity |
149 |
1820 |
114.50 |
|
Real Estate |
116 |
2168 |
58.46 |
|
Multi-Assets |
59 |
132 |
7.84 |
|
Debt Instrument |
9 |
80 |
5.18 |
|
Money Markets |
7 |
103 |
2.26 |
|
Financing |
10 |
151 |
0.46 |
|
Commodities |
1 |
4 |
0.38 |
|
Hedge & Derivatives |
1 |
5 |
0.33 |
|
Feeding |
2 |
24 |
0.06 |
|
Total |
354 |
4487 |
189.46 |
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