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4031
Large investments in mutual funds shares
statistikk
2007-03-30T10:00:00.000Z
Banking and financial markets
en
vpfondk, Mutual funds, quarterly figures, fund types (for example mutual fund, bond fund, money market fund), mutual fund shares capital, stocks, net subscriptionsSecurities markets , Banking and financial markets
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Mutual funds, quarterly figures, Q4 2006

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Large investments in mutual funds shares

In the fourth quarter of 2006 the net purchase of mutual funds shares is more than twice as big as the net purchase in the three previous quarters combined. “Insurance companies” is the sector with the largest investments this quarter.

Stocks of mutual funds shares by holding sectors as of December 31 2006

The market value of all mutual funds shares is 373.9 billion NOK as of December 31 2006. This is an increase of 26.2 per cent compared with the figures in the previous quarter. About half of the increase is due to changes made in the statistics. As from fourth quarter, investments by mutual funds are included in the figures, in contrast to previous periods (see box below for further information).

The largest holders of mutual funds shares are ”Employees etc” and “Insurance companies”, with owner shares of 29.6 per cent and 28.2 per cent respectively. In comparison, “The rest of the world” has an owner share of 8.7 per cent.

Stocks of mutual funds shares in total and by types of mutual funds.
Market value in million NOK
  Q4 2005 Q1 2006 Q2 2006 Q3 2006 Q4 2006
Mutual funds shares in total  271 768  286 033  283 337  296 273  373 937
Equity funds  144 631  164 709  153 007  165 115  229 779
Hybrid funds 12 577 14 519 14 498 15 088 18 014
Bond funds 35 042 36 857 41 170 42 244 41 185
Money market funds 79 518 69 946 74 665 73 826 84 959
Changes in the statistics as from the fourth quarter of 2006

The mutual funds’ investments in mutual funds shares are included in the figures as from this quarter. Previous quarters are published as net figures, i.e. without these investments.

As from this quarter, the statistics is based on direct information on what mutual funds own of shares, bonds and short-term debt securities. This information is collected from VPS and custodians.

In addition, some adjustments are made in the published tables, among others a more detailed sector specification of the mutual funds shares by holders and of the net purchase of mutual funds shares by purchasers.