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Netherlands: assets investments returns funds 2015-2020, by fund

Published by F. Norrestad, Mar 18, 2021
The quarterly return on assets of investment funds as a share of the investment portfolio in the Netherlands from the first quarter of 2015 to the third quarter of 202 can be categorized by fund type. In the third quarter of 2020, a Dutch investment in equity funds would get a gain of approximately 5.4 percent on its assets. In the first quarter of 2020, strong declines are visible in the return of assets, possibly due to the COVID-19 pandemic.

The source states that the quarterly return is 'calculated as the sum of investment value changes and investment yields during a quarter divided by the average value of the investments during that quarter. The average value of the investments during a quarter is approximated as half the sum of the closing positions of that quarter and of the preceding one.'

Quarterly return on assets of investment funds as share of the investment portfolio from the Netherlands from 1st quarter 2015 to 3rd quarter 2020, by fund type

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Source

Release date

November 2020

Region

Netherlands

Survey time period

Q1 2015 to Q3 2020

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