Mutual fund profitability was 9.86% in the first half of the year

The growth of participants rose by only 10%.

The Cost effectiveness of the mutual funds it keeps positive so far this year year. According to association Mutual Funds Peru (FMP), the cost effectiveness further alta It is presented by the type of mutual fund of Actions. The amount it was of 9.86% in soles during the 2024.

The same trend presents the rest of mutual funds. Los mixed funds They present a cost effectiveness of 6.87 % in soles y 3.36 % in Dollars followed by the funds of funds con 6.17 % in soles y 3.53 % in Dollars.

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The list is completed by the flexible funds with a revenue of 3.18 % y 2.29 % in soles y Dollars, in each case, and the debt funds con 2.39 % y 2.09 % in soles y Dollars. He guild He explained that the average returns in the last 12 months of the money of Actions in soles it was of 27.68 % y 17.79 % in Dollars. Meanwhile, a 6.32 % of cost effectiveness in the money of debt in soles y 6.17 % in Dollars.

The FMP He specified that the past earnings no guarantee that these are repeat in it future. This is because the mutual funds they can not guarantee and performance. These results were due to the fact that Europa reduced its rates in 0.25 % y China stabilized its real estate. Los investors They also took into account the climbing of trade tensions after USA increased the duty about the Chinese imports.

Therefore, we proceed to show you the following in relation to the participations:

He growth of the participants in the mutual funds Has been of 10 % so far this year year adding up to a total of 375,644 participants. Of this figure, 97% representa to natural persons and the rest is made up of the companies o legal persons. FMP also reported that the managed assets for the mutual funds in the country rose to 10,628 million dollars (40,754 million soles). In recent years 12 months, he patrimony of the money mutual presents a annual percentage change of 41.89 % in soles and of 34.19 % in Dollars.

Finally, the guild details that the 65.50 % of the managed assets stands for money what invest in debt. Also, the 73.33 % of the participants invest in this type of money.