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The Swiss fund market recorded modest growth despite ongoing and emerging uncertainties. Although the volume has risen by only CHF 2,188 million to CHF 1,742,013 million since the start of the year, the fund market recorded net inflows of CHF 17,658 million in the first three months. However, the outbreak of war against Iran and the subsequent losses in returns threw a spanner in the works for investors. As a result, Swiss equity funds lost an average of 4.4%.

The appetite for risk that has prevailed in the Swiss fund market since the start of the year was reflected in inflows into equity funds, which continued in March at CHF 1.45 billion. Over the first quarter as a whole, CHF 12.0 billion flowed into equity funds, CHF 4.8 billion into bond funds and CHF 983 million into investment strategy funds. Money market funds were the only category to suffer outflows in the first quarter, amounting to CHF -586 million.

Source: Asset Management Association Switzerland

"Investors are certainly taking the prevailing risks into account and have adopted a long-term approach," says Adrian Schatzmann, CEO of the Asset Management Association Switzerland (AMAS). "Pulling out after a market dip means missing out on the next upturn. And historically, this has always proved to be a very costly mistake."

The competitive structure of the fund market continues to show a high concentration of volumes, with the 10 largest providers accounting for around 74%. The first quarter brought no significant changes to the ranking of the largest fund providers in Switzerland. UBS remains the undisputed leader with a market share of 36.7%. It is followed by Swisscanto (11.1%), Blackrock (9.7%) and Pictet (5.7%).

Source: Asset Management Association Switzerland
Andere: other

Performance of selected indices and currencies at the end of the 1st quarter 2026: Dow Jones -3.58%, S&P 500 -4.63%, EURO STOXX 50 -3.83% and SMI -3.70%, as well as SBI +0.23% and Bloomberg Barclays US Aggregate Bond Index -0.05%. The euro lost 0.67% against the Swiss franc, while the US dollar strengthened by 0.84%.

The statistics compiled by Swiss Fund Data AG and Morningstar are based on the FINMA approvals list and cover all funds under Swiss law as well as all foreign funds approved for public sale in Switzerland, including their institutional unit classes. Foreign funds restricted exclusively to qualified investors are not covered by the statistics because they are only placed privately and cannot receive FINMA approval.

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