Research Focus: Sector Funds
The most popular and biggest sector funds in the world – who wants to invest?
As a one-off, we asked a carefully selected subset of top fund selectors (40 people from 13 countries) to give their forward looking investment intentions on different types of sector funds.
The bars show the percentage of respondents who expect to buy, hold, sell or not use the various strategies; the number in the column on the right is AUM in all funds of that theme domiciled in Europe ex UK.
We’ve listed it in order of how much money is in each strategy in Europe, with Healthcare the biggest (€19.4bn in AUM).
Aside from private equity, a high level (65-80%) of respondents use these funds.
Perhaps surprisingly, the highest numbers of buyers are in energy and financial services funds.
Biotechnology is in a churn with roughly one in five looking to either buy or sell.
Overall, all the largest-themed fund sectors, except for private equity, are enjoying a healthy level of demand.
The AUM numbers are from Morningstar – they are an aggregation of the assets of every sector fund domiciled in Europe.
Source: Expert Investor, 'Fund Selector Asset Class Report' May 2016, sponsored by T. Rowe Price
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