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
Exclusive Premium statistic

You need a Premium Account for unlimited access.

  • Full access to 1m statistics

  • Incl. source references

  • Available to download in PNG, PDF, XLS format

Premium Account

only $59 / month *
*Duration: 12 months, billed annually, single license

Access to this and all other statistics on 80,000 topics from

$708 / Year

Show detailed source information?
Register for free
Already a member?
Log in

Release date

July 2017


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.

Statista Accounts: Access All Statistics. Starting from $708 / Year
Basic Account
Get to know the platform

You only have access to basic statistics.
This statistic is not included in your account!

Premium Account
Your perfect start with Statista
  • Instant access to 1m statistics
  • Download in XLS, PDF & PNG format
  • Detailed references

$59 / Month *

Corporate Account
Full access

Corporate solution including all features.

* All products require an annual contract.
   Prices do not include sales tax.

Statistics on "Hedge funds"

Statista Accounts: Access All Statistics. Starting from $708 / Year
Learn more about how Statista can support your business.