Although subscriptions in the first half of 2024 were similar – RON947 million for stocks and RON1.05 billion for bonds – the 44.2% surge in net assets managed by equity funds (RON5.5 billion) may be due to the equity market growth and the historic highs recorded by some issuers. By comparison, the assets of bond funds advanced 10.8% to RON11.93 billion.
Equity funds were also above bond funds regarding the number of new clients recorded in the first half of 2024, namely, 25,440 investors, compared to 20,980 investors.
Multi-active funds, with exposure on both equity and bonds, saw new subscriptions of RON454 million and their net assets rose by RON626 million (27.1%) to RON2.94 billion.