Inputs are increasing mutual funds As a result their assets are shaped to € 24 billion at the end of first quarter of 2025, while by the end of 2018 Inflows of funds to mutual funds approach the 18 billion euros.

With returns in competitive treasury positions, and especially with low returns in deposits, and in particular to timely, several savings are turning to mutual funds, with shareholders recording the highest yields last year.

With increased assets, capital inflows and positive returns, the first quarter of 2025 for the Greek market for institutional managers ended, continuing the positive course of 2024.

The total amount of capital management in the institutional management industry at the end of the first quarter of 2025 stood at Euro 41.7 billion, increased by 6.1% by the end of 2024.

The total flows of funds to OSEKA (Collective Investment Organizations in Mobile Values) managed by Hellenic AEDAK They continued their growth in the first quarter of 2025 and amounted to Euro1.624 million. Positive flows focus mainly on international bonds, with EURO 1,180 million inputs in inflows. With a specific expiration date – Target Maturity Funds – with funds that came mainly from new investors, as investing in them allows them to generate regular income while at the same time seeking to maintain their capital.

On the front of yields, the highest returns were recorded in the following categories:

– Sharing Mutual Index 16.13%

– Greek shareholders 11.99%

– Eurozone shareholders 6.10%

– Decreased Markets Decreased Markets of 5.82%

In the Asset Management sector, there is a 4.93% increase in capital management from the beginning of the year to Euro11.020 million, including the Institutional Portfolio of Professional Insurance Funds in Management to the members of the Institutional Investors Association (ETH).

The assets of alternative investment organizations (OEE and SA), which is managed by members of the ETHE, amounts to Euro737 million, including private equity portfolios above Euro500 million.

In the AEEAP sector (Real Estate Investment Companies), the positive course with all investment in real estate with 31.12.2024 (latest published) continues, increased by 7.32% in Euro5.918 million compared to 30.06.2024.

The course of the market capital market in 2024

Last year, the market assets increased by 4.9 billion. euro or 40% compared to 2023 and stood at 22,108 billion. euro.

The highest odds in the previous year were recorded in the following categories:

-America’s shareholder at 30.7%

-Co -developed markets in 18.83%

-Cetic A/C International (Greek and Foreign) 17.48%

-Mettoe Funds of Funds at 14.74%

-The Rocker of Greece in 13.5%

Piraeus US shareholder (U) with 31.80%of the Piraeus Equity (U) with 31.80%, the TRITON GLOBAL EQUITY Equity with 31.15%, the YPSilon Global Growth Fund with 20.31%, the shareholders of the Funds of Funds of Alpha Alpha COSMOS STARS USA with 28.47% and in Greece’s shareholders NN Hellas shareholder with 17.25%.

AEDAK with the highest assets at the end of 2024 were: Eurobank AEDAK (5.727 billion and market share of 26.48%), Alpha ADAK (4,973 billion and 21.85%share), Piraeus ADAK (4,527 billion and 20.41%share) 10.49%).

The composition of the total purchase of mutual funds at the end of 2024 was as follows: 52% in bonds, 16% in gross A/C, 13% in the E/C 11% in Funds of Funds, 5% in the A/C money market and 3% in complexes.