MADRID, 27 Feb. (EUROPA PRESS) -

56% of the managers expect investment funds to show a positive return in 2023 above 3%, according to the XIII Survey of Fund Managers of the Inverco Observatory, published this Monday.

At a general level, 97% of the managers state that the investment funds will close the year with a positive level of return for their participants.

Likewise, practically all of the management companies estimate that assets will experience an increase during the year. 36% forecast an increase above 6%, while 46% believe that the increase will be between 3% and 6%.

As regards net subscriptions, one in three entities expects that for the investment funds as a whole they will be more than 20,000 million euros. During 2022, subscriptions were 17,171 million euros. The funds that will attract the most new assets will be the guaranteed ones and those with target profitability, followed by those with fixed income.

For 74% of the entities, the funds are configured as a long-term savings instrument (more than 5 years) and 97% believe that the promotion of periodic contributions is one of the formulas to increase savings in these vehicles.

Almost eight out of ten Managers (78%) distribute a percentage of their funds through discretionary management. Specifically, 33% distribute a third of their funds using this formula, ten points more than the previous year. These same percentages are maintained for the fund distribution service through advised portfolios.