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RU

Performance indicators of mutual investment funds

at year-end

· dynamics annual · rows: 10 · periods: 4 · section: Corporate finance (е раздела)

Rosstat recorded the number of investment unit holders in mutual investment funds annually from 2020 to 2023. The table presents ten different fund performance indicators to track changes in the financial market. Values are provided at year-end, enabling an assessment of the overall dynamics in the number of unit holders over the four-year observation period, excluding interim fluctuations during the reporting period

0 2,500 5,000 7,500 10,000 12,500 2020 2021 2022 2023
how it will look

Set in numbers

Coverage: 10 series in at year-end, 2020 through 2023, 4 reporting periods. 40 values in total.

“Number of unit holders of mutual funds, thousand units” multiplied by 3.3 between 2020 and 2023: from 3,638 to 11,976.

All table numbers are series: 10
Series 2020202120222023
Количество владельцев инвестиционных паев паевых инвестиционных фондов, тысяч единиц 3 638,00 8 735,60 9 261,70 11 976,40
Количество владельцев инвестиционных паев паевых инвестиционных фондов, тысяч единиц — биржевые 1 358,50 5 626,00 5 956,80 7 695,40
Количество владельцев инвестиционных паев паевых инвестиционных фондов, тысяч единиц — открытые 1 144,10 1 913,90 2 079,00 2 013,40
Количество владельцев инвестиционных паев паевых инвестиционных фондов, тысяч единиц — интервальные 1 074,00 1 078,80 1 078,30 1 078,90
Количество владельцев инвестиционных паев паевых инвестиционных фондов, тысяч единиц — закрытые 61,30 116,90 147,60 1 188,70
Количество владельцев инвестиционных паев паевых инвестиционных фондов, тысяч единиц — Стоимость чистых активов, млрд руб. 5 040,10 7 129,90 7 660,50 12 391,50
Стоимость чистых активов, млрд руб. — биржевые 85,80 212,70 141,30 354,90
Стоимость чистых активов, млрд руб. — открытые 667,30 920,80 581,40 773,10
Стоимость чистых активов, млрд руб. — интервальные 66,40 97,90 60,90 191,20
Стоимость чистых активов, млрд руб. — закрытые 4 220,50 5 898,50 6 876,90 11 072,30

How to read this table

Various aspects of fund activity are grouped into ten rows, allowing for comparison of both the total number of unit holders and other investment instrument parameters. Year-on-year data comparison helps illustrate changes in public interest in fund participation, as indicators are categorized by reporting period. Note the differences in dynamics between 2020, with a figure of 3638, and 2023, when the value reached 11976.4 units depending on the fund type

What is visible in these numbers

“Number of unit holders of mutual funds, thousand units — Net asset value, billion RUB” leads the table with 12,392 at year-end, “Net asset value, billion RUB — interval” closes it with 191 at year-end. The gap between them is 64.8-fold.

More in the section Corporate finance»

Period and application

Annual data updates ensure the information remains current for financial market participants, private investors, and analysts. The data covers the period from 2020 to 2023 inclusive. These indicators help assess the scale and structure of the country's collective investment sector, providing accurate data to evaluate unit holder activity at the end of each reporting period

1) По данным Банка России.

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