Data is gleaned from 500 investment funds registered in Ontario
Canadian investment funds manage around $4 trillion in assets but what are their exposures in terms of asset classes and what does their leverage and liquidity look like in 2024?
The latest Investment Funds Survey dashboard from the Ontario Securities Commission draws on data provided by 500 investment fund managers registered in Ontario to give an overview of the industry in the province and nationwide.
The insights into approximately 7,000 prospectus-qualified and exempt market investment funds, including those with under $10 million net assets, is presented in a user-friendly format as part of the OSC’s commitment to transparency.
The largest net assets, amounting to more than $1 trillion, is standalone equity, long mutual funds, followed by balanced, long funds of funds at $609 billion, and standalone fixed income, long at $497 billion. Pooled equity, long total $306 billion, with pooled fixed income, long at $163 billion.
For ETFs, standalone equity, long funds lead with $190 billion, followed by fixed income, long at $86 billion.
The value of Canada’s investment funds was recently highlighted in a report from the Investment Funds Institute of Canada.
It showed that over the 2012-2023 period, the Canadian investment funds industry grew by 82%, far exceeding the 23% growth of the economy as a whole, and in 2023 alone it delivered $48.1 billion to the economy, accounting for 2.1% of total GDP, and contributed $21.7 billion in taxes.
