Italy: expense ratio of open-end investment funds 2011-2016

This statistic provides information about the expense ratio of publicly traded open-end investment funds (SICAVs) in Italy from 2011 to 2016. The total expense ratios include management fees and other additional operational expenses, e.g. legal fees and trading fees. It can be observed that the charges for the investment funds' administration remained constant at 1.2 percent during the period under observation, except for 2013 when these added up to 1.3 percent of the total fund management costs.

Total expense ratio of 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 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 most well-known and used in France, Luxembourg and Italy.

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