Key Facts
• June 2025: Foreign equity mutual fund inflows dropped to ¥520 billion from ¥920 billion in May.
• U.S. equity funds remain dominant with ¥29.3 trillion in assets, followed by India at ¥3.6 trillion.
• Global equity funds account for ¥48.1 trillion, over half of the ¥82.8 trillion total foreign equity funds.
• U.S. equity fund inflows slowed significantly, from ¥1.2 trillion in January 2025 to ¥200 billion in June.
• India equity funds saw inflows of ¥15.1 billion in May and ¥11.9 billion in June 2025.
• European equity funds experienced five consecutive months of inflows, accelerating to ¥21.3 billion in June.
• Shifts in capital flows coincide with declining U.S. stock performance dominance in early 2025.
Summary
In June 2025, foreign equity mutual fund inflows dropped sharply, with U.S. equity funds maintaining dominance at ¥29.3 trillion in assets. However, inflows into U.S. funds slowed significantly, reflecting a shift in investment trends. Global equity funds, with ¥48.1 trillion in assets, surpassed U.S.-focused funds in inflows. Meanwhile, India and European equity funds gained traction, with consistent inflows over recent months. This trend aligns with declining U.S. stock performance dominance, signaling a potential diversification of global investment strategies.
