Favorited Funds of Ebase Customers in July 2021
In July 2021, Ebase customers significantly expanded their fund holdings, marking a notable increase in investment activity. This surge was particularly evident in the popular categories of mixed funds, equity funds worldwide and in Asia, and to a lesser extent, bond funds.
Mixed funds, which invest in Europe or worldwide, were the most sought-after, with purchases exceeding sales by more than double. Equity funds focusing on companies worldwide or in Asia were also in high demand, outpacing sales by over 40 percent. Bond fund purchases also exceeded sales, although the margin was smaller compared to equity and mixed funds.
The trading volume in July 2021 was at approximately the same level as the notoriously trade-intensive year 2020, indicating a consistent level of customer activity. This high trading volume allows for immediate conclusions about the current annual trend, with purchases exceeding sales by more than 60 percent.
Investors expanded fund holdings across all asset classes, demonstrating a broad-based approach to investment in July 2021. However, it's important to note that there is no direct information available about how Ebase customer fund holdings and positions changed in July 2021 compared to previous months.
Ebase, which manages over one million customer accounts with a total volume of around 40 billion euros, reported a fund flow factor of 1.61 in July 2021, indicating a significantly positive trend in customer investment activity.
While detailed insights about the specific changes in Ebase customer fund holdings and positions in July 2021 are not readily available in the current search results, they can be found in Ebase’s historical monthly or quarterly investor reports or fund fact sheets from that period. Alternatively, one might consider reviewing Ebase’s archived performance reports or newsletters from mid-2021, checking regulatory filings or disclosures related to customer holdings during that time, or contacting Ebase directly or accessing financial data platforms that track fund holdings history.
- The surge in investment activity among Ebase customers in July 2021, as indicated by the fund flow factor of 1.61, was not limited to a single asset class; they expanded their holdings in various investments such as insurance, finance, and personal-finance.
- The high demand for equity funds worldwide or in Asia, mixed funds, and even bond funds in July 2021, as evidenced by the trading volume, suggests that Ebase customers were also actively investing in financial sectors like stocks, bonds, and possibly mutual funds or pension plans.
