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Ebase customers' preferred investments in June 2021

Ebase's Fund Manager, Kai Friedrich, dishes out information about the preferred investment funds of clients during the month of June 2021.

Ebase customers' preferred investments in June 2021
Ebase customers' preferred investments in June 2021

Ebase customers' preferred investments in June 2021

In June 2021, Ebase customers demonstrated a clear preference for mixed and equity funds, according to data exclusive to our website. The trading activity during this month revealed a below-average trend, with a value of 82% of the previous year's average, indicating a more cautious approach by investors.

The fund flow factor for June 2021, which represents the ratio of net inflows to outflows, had a significantly positive value of 1.73. This suggests that purchases by Ebase customers exceeded sales by nearly three-quarters.

Particularly popular were global equity funds and those that invest in Asia or the USA, while equity funds focusing specifically on Germany were sold slightly more often than bought. Mixed funds with a global or European investment focus were particularly favoured, with twice as many shares bought compared to sold.

This trend was also reflected in the trading volume, which was around 20% below the average of the active trading year 2020. Despite the lower trading activity, Ebase customers significantly expanded their fund holdings in June 2021.

The CEO of Ebase, Kai Friedrich, has commented on the trends observed in the account analysis for June 2021. He noted the preference for mixed and equity funds, and the somewhat subdued trading activity, which he attributed to the sudden summer and high temperatures, leading many customers to take it easier with their trading.

Ebase, a European Bank for Financial Services, manages over one million customer accounts with a volume of around 40 billion euros. The platform is often used for investment funds and wealth management products, where customers typically invest in mutual funds, ETFs, and other securities. However, without direct data or reports from June 2021, it is not possible to accurately identify the most popular investment choices among their customers at that time.

For precise details, one might consider consulting official Ebase reports or financial statements from that period, or contacting Ebase directly for their customer investment trend data for June 2021. Ebase provides data on trading activities and inflows for our website at the fund category level and for individual funds.

Other Ebase customers, in June 2021, showed a preference for investing in mixed and personal-finance funds, as evidenced by the purchase of twice as many shares in mixed funds compared to sales. This trend was also reflected in their financial activities, as they significantly expanded their holdings despite a below-average trading volume.

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