Costa Rican Investment Fund Market 2010

Despite the international financial crisis, assets have grown by 8% in 2010 and the number of investors increased 10% to 33.432 customer accounts.

Wednesday, December 8, 2010

Among other options, stock funds won over many investors reappearing as an investment option with over 200 investors. Also open Growth Funds increased 12%, Megafunds with an 11% increase and Money Markets with 12%.

The November 2010 Newsletter of the National Investment Fund Company of Costa Rica, reported that investment fund market is approaching the end of 2010, a period which started full of challenges and closes with positive numbers and challenges met, including a 10% increase in the number of investors, from 30.614 customers managed by the end of 2009, to 33.432 in November of this year.

The increase is similar to some countries such as Chile (10%), Argentina (11%) and higher than others such as Bolivia (3%), Spain (-2%) and Mexico (-4%), according to the American Federation of Investment Funds.

More on this topic

Investors Like Bricks and Mortar

May 2017

Stable returns is the main characteristic of real estate funds which in Costa Rica have shown annualized growth of 26% in their net assets.

An article in Nacion.com reports that "... Real estate funds spent $284.2 million on the acquisition of 32 buildings between April 2016 and March 2017. As of March, net assets managed by the seven investment fund management companies (SAFI) amounted to ¢754,255 million, after a year-on-year increase of 26%, according to the Superintendency of Securities (Sugeval)."

Real Estate Funds in Costa Rica

July 2012

Without having achieved exceptional growth, these securities maintain acceptable occupation levels and competitive returns.

From the blog Pulso Bursátil by Aldesa:

What happened to the real estate funds industry in Costa Rica?

Since the advent of the subprime crisis in 2008, and although real estate funds industry has not shown an exponential growth, the occupation levels of these securities remain acceptable and returns are competitive at a time when dollar interest rates are "exceptionally low. "

Less Investors, But More Active Ones

January 2010

In Costa Rica, investment funds grew 16% in 2009, in spite of losing almost 10% of their investors.

During the past financial crisis, the Costa Rican market turned out to be more stable than international markets, making it a relatively safer place for storing capital. Because of this, assets managed by investment funds grew to $2.48 billion.

Money Takes Refuge in Short-Term Funds

March 2009

In Costa Rica, 55% of the total in investment funds is in extreme liquidity instruments.

The fear caused by the financial crisis has prompted investors to abandon growth and income investment funds which typically offer better returns and put their money in highly liquid, low return funds, where the money can be withdrawn in less than 24 hours.

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