Overview and Key Statistics
According to the Mexican Securities Exchange Association (AMIB), investment funds in Mexico have continued their winning streak throughout 2025, with a yearly growth of 18.09% by the end of August. This growth placed the total assets at 4.771 trillion pesos.
On a monthly basis, the 29 authorized fund operators in Mexico reported a 1.2% increase compared to July.
Reasons for Growth
Experts attribute the industry’s growth, particularly over the past two years, to several factors. These include:
- Ease of access to investment portfolios for individuals, starting from as low as 100 pesos.
- Professional management of these instruments.
- Diversification of assets.
- Transparency in fund management.
Distribution of Assets
As per the latest data, assets are distributed across 631 investment funds. Out of these:
- 253 funds are invested in debt instruments, representing 75% of the total assets.
- 378 funds are invested in equity portfolios, making up the remaining 25%.
Leading Fund Operators
Santander Asset Management (SAM) manages the highest number of funds, with 75 available to public investors. However, BBVA leads in terms of total assets under management, holding 24% or 1.163 trillion pesos.
It’s worth noting that BBVA, BlackRock, and SAM collectively manage over 50% of the sector’s total resources.
Key Questions and Answers
- What is the growth rate of Mexican investment funds in 2025? The annual growth rate is 18.09%.
- What are the total assets of investment funds in Mexico by August 2025? The total assets amount to 4.771 trillion pesos.
- How many investment funds are there in Mexico, and how are assets distributed? There are 631 investment funds, with 253 invested in debt instruments (75%) and 378 in equity portfolios (25%).
- Which fund operator manages the most funds and has the largest assets? Santander Asset Management (SAM) manages the most funds, but BBVA has the largest assets under management at 24%.
- How concentrated is the management of resources in the sector? BBVA, BlackRock, and SAM collectively manage over 50% of the sector’s total resources.
