Mexican Mutual Funds Industry

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Presentation transcript:

Mexican Mutual Funds Industry May, 2012 Confidencial

Industry AUMs (billion dollars) Accumulated Growth: 194% Compound Annual Growth: 19% 4.8% 5.3% 7.1% 7.6% 6.5% 7.9% 9.4% 9.4% % of GDP Source: CNBV & AMIB

Industry Overview Top Managers Industry highly concentrated Total managers: 32 Top 3 managers: 61% market share Source: AMIB

Fixed Income Distribution Distribution by Type Asset Type Fixed Income Distribution Source: AMIB

Number of Funds Number of Mutual Funds Share Classes Accumulated Growth: 37% 3,370 502 506 525 477 2,260 1,110 Source: AMIB / Aryes

Investors AUMs by Type of Investor Investors (millions) Total investors represent < 2% Total Population Source: AMIB & INEGI

Solid Regulatory Framework

Source: Banamex Asset Management Product Evolution Portfolio Source: Banamex Asset Management

Performance - Basic Market Indicators Returns in Pesos Source: BMV & PiP

Performance - Basic Market Indicators 3Year Return in Pesos Source: BMV & PiP

Industry Challenges Overview Industry highly concentrated High growth potential Distribution network key factor Financial education Portfolio diversification Value added & sophisticated product Challenges