Canada Exchange Traded and Mutual Funds Market Report
Everything you need to make the right decisions
Providing the most comprehensive and up-to-date information and analysis of the Exchange Traded and Mutual Funds market, and the behaviours, preferences and habits of the consumer.
Mintel has the answers you’re looking for
What are the key challenges facing the industry? Who is the consumer and what do they want? Where are the opportunities, where are the risks and what lies ahead?
Key points included
- Around one in four has mutual funds, one in ten ETFs
- Lack of knowledge is the biggest purchase barrier for ETFs
- More than a third prefer buying through a financial advise
Covered in this report
Total worldwide assets in mutual funds (open-ended and fund of funds) and exchange-traded funds (ETFs) were $50.4 trillion, with ETFs making up 9.3% of the total. Meanwhile, Canadian mutual fund assets were $1.56 trillion while ETF assets rose to $181.4 billion at the end of June 2019.
The last decade has seen the rise of robo-advisers and other model platforms, as well as a shift towards low-cost passive investing. Although ETFs outsold mutual funds in 2018, ETFs make up a smaller percentage of Canadians’ portfolios, while mutual funds are more well-known as they have been around for decades. The primary reason for this is that most people, while they may have heard of ETFs, don’t really know what they are or understand how to use them.
Expert analysis from a specialist in the field
Written by Sanja Sharma, a leading analyst in the Financial Services sector, his extensive knowledge delivers in-depth commentary and analysis to highlight current trends and add expert context to the numbers.
ETFs continue to grow in popularity as more investors buy into the concept of low cost, passive investing. While the affluent have embraced ETFs, the mass affluent segment is still relatively untapped
Senior Financial Services Analyst
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