2023-05-15 14:00:50
Investment funds closed 2022 with a total of 16.12 million participants, which represents an increase of just over 300,000 people compared to the data for the fourth quarter of 2021, which represents an increase of 1.93%, according to data of the National Stock Market Commission (CNMV).
Investment companies have lost two thirds of their total number of participants (-62.33%), which is why they closed the year with 131,790 people, almost 220,000 fewer participants than at the end of 2021.
This drop is a consequence of the entry into force on January 1 of the new law on measures to prevent and combat tax fraud, which establishes that sicavs that do not meet the requirement that each of their at least 100 members reach a minimum investment of 2,500 euros will be taxed at 25% in Corporate Tax, compared to 1% at which they currently do.
Regarding the assets of the funds, it contracted 4.08%, to 311,466 million euros. On his side, the assets of the sicavs sank 44.3%, to 15.86 million euros.
As a whole, the collective investment schemes (IIC) financial institutions registered in Spain increased their participants by 0.58% in 2022, although their assets decreased by 7.16%.
It is also noteworthy that, although foreign collective investment institutions marketed in Spain gained almost 340,000 participants, up to a total of 6.4 million, their assets fell by 27.2%, to 201,058 million euros.
By vocations, the guaranteed fixed return funds increased their participants by 83.03%, up to 141,717 people, while the monetary ones increased their number of investors by 45.19%, up to 120,118 participants.
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