Italy: return rate on open-end investment funds 2011-2016

This statistic presents the annual rate of return on publicly traded open-end investment funds (SICAVs) in Italy from 2011 to 2016. Over the period of consideration, the highest net rate of return was found as of 2014 (4.2 percent). As of 2016, the net rate of return on SICAVs assets added up to 1.3 percent.

Return rate on publicly traded open-end investment funds (SICAV)* in Italy from 2011 to 2016

Return rate
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Source

Release date

July 2017

Region

Europe, Italy

Survey time period

2011 to 2016

Supplementary notes

*SICAV stands for “Société d’Investissement à Capital Variable”, or open-ended investment company, whose ownership is in the form of shares.
Similar to open-end mutual funds, SICAVs do not have a fixed number of shares traded in the public market. As a consequence, its share capital is variable and the value of which at any time matches the value of the net assets of all the sub-funds.

SICAVs are regulated under the European law and have a board of directors to oversee the fund. Each individual shareholder receives voting rights and has the right to attend the annual general meetings.
These funds are mostly well known and used in France, Luxembourg and Italy.

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