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PUBLISHER: Bizwit Research & Consulting LLP | PRODUCT CODE: 1131883

PUBLISHER: Bizwit Research & Consulting LLP | PRODUCT CODE: 1131883

Global Balanced Funds Market Size study, By Investor Type (Institutional and Individual) and By Distribution Channel (Banks, Financial Advisors/Brokers, Direct Sellers), and Regional Forecasts 2022-2028

PUBLISHED: September 6, 2022

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DELIVERY TIME: 2-3 business days

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Global Balanced Funds Market is valued approximately USD XX million in 2021 and is anticipated to grow with a healthy growth rate of more than XX % over the forecast period 2022-2028.

The Balanced Funds can be defined as hybrid mutual funds that mainly invest money across different asset class, such as a mix of low- to medium-risk stocks and bonds. In addition, Balanced funds invest with the goal of both income and capital appreciation. The growing expansion of mutual funds market and increasing number of first-time investors as well as recent Strategic initiatives from leading market players are factors that are accelerating the global market demand. For instance, according to Statista - as of 2019, the Total net assets of US-registered mutual funds worldwide were estimated at USD 21.28 Trillion, and this amount is further increased to USD 26.96 Trillion in 2021. Furthermore, leading market players are coming up with new investment funds to capitalize the growing adoption of Balanced Funds. For instance, in August 2021, SBI Mutual Fund launched its SBI Balanced Advantage Fund. This is an open-ended dynamic asset allocation fund and would track CRISIL Hybrid 50+50 - Moderate Index TRI. Moreover, in July 2022, Mirae Asset Mutual Fund launched the Mirae Asset Balanced Advantage Fund. It is an open-ended dynamic asset allocation fund, and its benchmark index would be Nifty 50 Hybrid Composite Debt 50:50 Index. Also, growing awareness towards investing in emerging economies coupled with increasing number of favorable initiatives from leading market players are anticipated to act as a catalyzing factor for the market demand during the forecast period. However, rising concern over inconsistent returns impedes the growth of the market over the forecast period of 2022-2028.

The key regions considered for the global Balanced Funds Mmarket study include Asia Pacific, North America, Europe, Latin America, and the Rest of the World North America is the leading region across the world in terms of market share owing to the growing number of institutional investors and presence of leading Balanced Fund providers in the region. Whereas, Asia Pacific is anticipated to exhibit a significant growth rate over the forecast period 2022-2028. Factors such as the thriving growth of mutual funds industry and increasing number of first-time investors, would create lucrative growth prospects for the global Balanced Funds Mmarket across the Asia Pacific region.

Major market players included in this report are:

Axis Mutual Fund

Canada Life Assurance Company

Citigroup Inc.

Charles Schwab

Goldman Sachs

JPMorgan Chase & Co.

Nippon Life India Asset Management Limited

Scotiabank

Tata Mutual Fund

The Vanguard Group Inc.

The objective of the study is to define market sizes of different segments & countries in recent years and to forecast the values to the coming eight years. The report is designed to incorporate both qualitative and quantitative aspects of the industry within each of the regions and countries involved in the study. Furthermore, the report also caters the detailed information about the crucial aspects such as driving factors & challenges which will define the future growth of the market. Additionally, the report shall also incorporate available opportunities in micro markets for stakeholders to invest along with the detailed analysis of competitive landscape and product offerings of key players. The detailed segments and sub-segment of the market are explained below:

By Investor Type

Institutional

Individual

By Distribution Channel

Banks

Financial Advisors/Brokers

Direct Sellers

By Region:

North America

U.S.

Canada

Europe

Germany

France

Spain

Italy

ROE

Asia Pacific

China

India

Japan

Australia

South Korea

RoAPAC

Latin America

Brazil

Mexico

Rest of the World

Furthermore, years considered for the study are as follows:

Historical year - 2018, 2019, 2020

Base year - 2021

Forecast period - 2022 to 2028

Target Audience of the Global Balanced Funds Market in Market Study:

Key Consulting Companies & Advisors

Large, medium-sized, and small enterprises

Venture capitalists

Value-Added Resellers (VARs)

Third-party knowledge providers

Investment bankers

Investors

Chapter 1. Executive Summary

1.1. Market Snapshot
1.2. Global & Segmental Market Estimates & Forecasts, 2020-2028 (USD Million)
- 1.2.1. Global Balanced Funds Market, by Region, 2020-2028 (USD Million)
- 1.2.2. Global Balanced Funds Market, by Investor Type, 2020-2028 (USD Million)
- 1.2.3. Global Balanced Funds Market, by Distribution Channel, 2020-2028 (USD Million)
1.3. Key Trends
1.4. Estimation Methodology
1.5. Research Assumption

Chapter 2. Global Balanced Funds Market Definition and Scope

2.1. Objective of the Study
2.2. Market Definition & Scope
- 2.2.1. Scope of the Study
- 2.2.2. Industry Evolution
2.3. Years Considered for the Study
2.4. Currency Conversion Rates

Chapter 3. Global Balanced Funds Market Dynamics

3.1. Balanced Funds Market Impact Analysis (2020-2028)
- 3.1.1. Market Drivers
  - 3.1.1.1. Growing expansion of mutual funds market.
  - 3.1.1.2. Increasing number of first-time investors
  - 3.1.1.3. Recent Strategic initiatives from leading market players.
- 3.1.2. Market Challenges
  - 3.1.2.1. Rising concern over inconsistent returns.
- 3.1.3. Market Opportunities
  - 3.1.3.1. Growing awareness towards investing in emerging economies.
  - 3.1.3.2. Increasing number of favourable initiatives from leading market players.

Chapter 4. Global Balanced Funds Market Industry Analysis

4.1. Porter's 5 Force Model
- 4.1.1. Bargaining Power of Suppliers
- 4.1.2. Bargaining Power of Buyers
- 4.1.3. Threat of New Entrants
- 4.1.4. Threat of Substitutes
- 4.1.5. Competitive Rivalry
- 4.1.6. Futuristic Approach to Porter's 5 Force Model (2018-2028)
4.2. PEST Analysis
- 4.2.1. Political
- 4.2.2. Economical
- 4.2.3. Social
- 4.2.4. Technological
4.3. Investment Adoption Model
4.4. Analyst Recommendation & Conclusion
4.5. Top investment opportunity
4.6. Top winning strategies

Chapter 5. Risk Assessment: COVID-19 Impact

5.1.1. Assessment of the overall impact of COVID-19 on the industry
5.1.2. Pre COVID-19 and post COVID-19 Market scenario

Chapter 6. Global Balanced Funds Market, by Investor Type

6.1. Market Snapshot
6.2. Global Balanced Funds Market by Investor Type, Performance - Potential Analysis
6.3. Global Balanced Funds Market Estimates & Forecasts by Investor Type 2018-2028 (USD Million)
6.4. Balanced Funds Market, Sub Segment Analysis
- 6.4.1. Institutional
- 6.4.2. Individuals.

Chapter 7. Global Balanced Funds Market, by Distribution Channel

7.1. Market Snapshot
7.2. Global Balanced Funds Market by Distribution Channel, Performance - Potential Analysis
7.3. Global Balanced Funds Market Estimates & Forecasts by Distribution Channel 2018-2028 (USD Million)
7.4. Balanced Funds Market, Sub Segment Analysis
- 7.4.1. Banks
- 7.4.2. Financial Advisors/Brokers
- 7.4.3. Direct Sellers,

Chapter 8. Global Balanced Funds Market, Regional Analysis

8.1. Balanced Funds Market, Regional Market Snapshot
8.2. North America Balanced Funds Market
- 8.2.1. U.S. Balanced Funds Market
  - 8.2.1.1. Investor Type estimates & forecasts, 2018-2028
  - 8.2.1.2. Distribution Channel estimates & forecasts, 2018-2028
- 8.2.2. Canada Balanced Funds Market
8.3. Europe Balanced Funds Market Snapshot
- 8.3.1. U.K. Balanced Funds Market
- 8.3.2. Germany Balanced Funds Market
- 8.3.3. France Balanced Funds Market
- 8.3.4. Spain Balanced Funds Market
- 8.3.5. Italy Balanced Funds Market
- 8.3.6. Rest of Europe Balanced Funds Market
8.4. Asia-Pacific Balanced Funds Market Snapshot
- 8.4.1. China Balanced Funds Market
- 8.4.2. India Balanced Funds Market
- 8.4.3. Japan Balanced Funds Market
- 8.4.4. Australia Balanced Funds Market
- 8.4.5. South Korea Balanced Funds Market
- 8.4.6. Rest of Asia Pacific Balanced Funds Market
8.5. Latin America Balanced Funds Market Snapshot
- 8.5.1. Brazil Balanced Funds Market
- 8.5.2. Mexico Balanced Funds Market
8.6. Rest of The World Balanced Funds Market

Chapter 9. Competitive Intelligence

9.1. Top Market Strategies
9.2. Company Profiles
- 9.2.1. Axis Mutual Fund
  - 9.2.1.1. Key Information
  - 9.2.1.2. Overview
  - 9.2.1.3. Financial (Subject to Data Availability)
  - 9.2.1.4. Product Summary
  - 9.2.1.5. Recent Developments
- 9.2.2. Canada Life Assurance Company
- 9.2.3. Citigroup Inc.
- 9.2.4. Charles Schwab
- 9.2.5. Goldman Sachs
- 9.2.6. JPMorgan Chase & Co.
- 9.2.7. Nippon Life India Asset Management Limited
- 9.2.8. Scotiabank
- 9.2.9. Tata Mutual Fund
- 9.2.10. The Vanguard Group Inc.

Chapter 10. Research Process

10.1. Research Process
- 10.1.1. Data Mining
- 10.1.2. Analysis
- 10.1.3. Market Estimation
- 10.1.4. Validation
- 10.1.5. Publishing
10.2. Research Attributes
10.3. Research Assumption

LIST OF TABLES

TABLE 1. Global Balanced Funds Market, report scope
TABLE 2. Global Balanced Funds Market estimates & forecasts by Region 2018-2028 (USD Million)
TABLE 3. Global Balanced Funds Market estimates & forecasts by Investor Type 2018-2028 (USD Million)
TABLE 4. Global Balanced Funds Market estimates & forecasts by Distribution Channel 2018-2028 (USD Million)
TABLE 5. Global Balanced Funds Market by segment, estimates & forecasts, 2018-2028 (USD Million)
TABLE 6. Global Balanced Funds Market by region, estimates & forecasts, 2018-2028 (USD Million)
TABLE 7. Global Balanced Funds Market by segment, estimates & forecasts, 2018-2028 (USD Million)
TABLE 8. Global Balanced Funds Market by region, estimates & forecasts, 2018-2028 (USD Million)
TABLE 9. Global Balanced Funds Market by segment, estimates & forecasts, 2018-2028 (USD Million)
TABLE 10. Global Balanced Funds Market by region, estimates & forecasts, 2018-2028 (USD Million)
TABLE 11. Global Balanced Funds Market by segment, estimates & forecasts, 2018-2028 (USD Million)
TABLE 12. Global Balanced Funds Market by region, estimates & forecasts, 2018-2028 (USD Million)
TABLE 13. Global Balanced Funds Market by segment, estimates & forecasts, 2018-2028 (USD Million)
TABLE 14. Global Balanced Funds Market by region, estimates & forecasts, 2018-2028 (USD Million)
TABLE 15. U.S. Balanced Funds Market estimates & forecasts, 2018-2028 (USD Million)
TABLE 16. U.S. Balanced Funds Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 17. U.S. Balanced Funds Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 18. Canada Balanced Funds Market estimates & forecasts, 2018-2028 (USD Million)
TABLE 19. Canada Balanced Funds Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 20. Canada Balanced Funds Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 21. UK Balanced Funds Market estimates & forecasts, 2018-2028 (USD Million)
TABLE 22. UK Balanced Funds Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 23. UK Balanced Funds Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 24. Germany Balanced Funds Market estimates & forecasts, 2018-2028 (USD Million)
TABLE 25. Germany Balanced Funds Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 26. Germany Balanced Funds Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 27. RoE Balanced Funds Market estimates & forecasts, 2018-2028 (USD Million)
TABLE 28. RoE Balanced Funds Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 29. RoE Balanced Funds Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 30. China Balanced Funds Market estimates & forecasts, 2018-2028 (USD Million)
TABLE 31. China Balanced Funds Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 32. China Balanced Funds Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 33. India Balanced Funds Market estimates & forecasts, 2018-2028 (USD Million)
TABLE 34. India Balanced Funds Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 35. India Balanced Funds Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 36. Japan Balanced Funds Market estimates & forecasts, 2018-2028 (USD Million)
TABLE 37. Japan Balanced Funds Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 38. Japan Balanced Funds Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 39. RoAPAC Balanced Funds Market estimates & forecasts, 2018-2028 (USD Million)
TABLE 40. RoAPAC Balanced Funds Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 41. RoAPAC Balanced Funds Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 42. Brazil Balanced Funds Market estimates & forecasts, 2018-2028 (USD Million)
TABLE 43. Brazil Balanced Funds Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 44. Brazil Balanced Funds Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 45. Mexico Balanced Funds Market estimates & forecasts, 2018-2028 (USD Million)
TABLE 46. Mexico Balanced Funds Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 47. Mexico Balanced Funds Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 48. RoLA Balanced Funds Market estimates & forecasts, 2018-2028 (USD Million)
TABLE 49. RoLA Balanced Funds Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 50. RoLA Balanced Funds Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 51. Row Balanced Funds Market estimates & forecasts, 2018-2028 (USD Million)
TABLE 52. Row Balanced Funds Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 53. Row Balanced Funds Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 54. List of secondary sources, used in the study of global Balanced Funds Market
TABLE 55. List of primary sources, used in the study of global Balanced Funds Market
TABLE 56. Years considered for the study
TABLE 57. Exchange rates considered