SIMA Monthly Investment Fund Statistics - October 2025
Mutual fund and exchange-traded fund (ETF) assets and sales
TORONTO, Nov. 20, 2025 /CNW/ - The Securities and Investment Management Association (SIMA) today announced investment fund net sales and net assets for October 2025.
Mutual fund assets totalled $2.52 trillion at the end of October, up by $30.7 billion or 1.2 per cent since September. Mutual fund net sales were $4.2 billion in October.
ETF assets totalled $682.5 billion at the end of October, up by $18.7 billion or 2.8 per cent since September. ETF net sales were $9.7 billion in October.
October insights
- Mutual fund assets increased for the sixth consecutive month, growing by $302 billion over that period. By the end of October, assets surpassed $2.5 trillion for the first time on record.
- Bond funds continued to capture the largest share of net sales.
- As with mutual funds, ETF assets have increased for six straight months, growing by $136 billion over that time.
- ETF net sales remained positive across all asset classes except money market funds, which saw net redemptions. Year to date, equity ETFs accounted for 51 per cent of total net sales, and bond ETFs for 24 per cent.
Mutual fund net sales/net redemptions ($ millions)*
Asset class | Oct 2025 | Sep 2025 | Oct 2024 | YTD 2025 | YTD 2024 |
Long-term funds | |||||
Balanced | 1,797 | 1,039 | (222) | 1,057 | (22,684) |
Equity | (1,280) | 49 | (120) | (8,354) | 452 |
Bond | 2,662 | 2,232 | 3,125 | 25,101 | 21,826 |
Specialty | 1,143 | 670 | 644 | 10,246 | 6,181 |
Total long-term funds | 4,323 | 3,990 | 3,427 | 28,050 | 5,774 |
Total money market funds | (130) | (228) | 62 | 5,206 | 2,163 |
Total | 4,192 | 3,762 | 3,489 | 33,256 | 7,937 |
Mutual fund net assets ($ billions)*
Asset class | Oct 2025 | Sep 2025 | Oct 2024 | Dec 2024 |
Long-term funds | ||||
Balanced | 1,098.8 | 1,086.0 | 979.3 | 997.9 |
Equity | 986.6 | 974.5 | 843.4 | 868.4 |
Bond | 319.5 | 315.3 | 275.6 | 281.8 |
Specialty | 51.7 | 50.0 | 35.8 | 37.8 |
Total long-term funds | 2,456.5 | 2,425.8 | 2,134.0 | 2,185.8 |
Total money market funds | 63.1 | 63.1 | 54.9 | 56.9 |
Total | 2,519.6 | 2,488.9 | 2,188.9 | 2,242.7 |
* See below for important information about this data.
ETF net sales/net redemptions ($ millions)*
Asset class | Oct 2025 | Sep 2025 | Oct 2024 | YTD 2025 | YTD 2024 |
Long-term funds | |||||
Balanced | 1,269 | 1,070 | 591 | 8,504 | 4,268 |
Equity | 5,273 | 5,746 | 4,385 | 49,076 | 29,753 |
Bond | 2,043 | 3,677 | 3,005 | 23,053 | 17,854 |
Specialty | 1,353 | 1,708 | 327 | 10,299 | 1,891 |
Total long-term funds | 9,938 | 12,202 | 8,308 | 90,932 | 53,766 |
Total money market funds | (197) | 236 | 198 | 4,913 | 1,759 |
Total | 9,741 | 12,437 | 8,505 | 95,846 | 55,525 |
ETF net assets ($ billions)*
Asset class | Oct 2025 | Sep 2025 | Oct 2024 | Dec 2024 |
Long-term funds | ||||
Balanced | 35.7 | 33.9 | 21.6 | 23.3 |
Equity | 436.1 | 422.9 | 304.7 | 326.8 |
Bond | 141.1 | 138.6 | 113.5 | 116.7 |
Specialty | 36.8 | 35.4 | 19.9 | 22.7 |
Total long-term funds | 649.7 | 630.9 | 459.7 | 489.5 |
Total money market funds | 32.8 | 33.0 | 27.3 | 28.0 |
Total | 682.5 | 663.8 | 487.0 | 517.6 |
* See below for important information about data.
SIMA direct survey data (which accounts for approximately 87 per cent of total mutual fund industry assets and approximately 80 per cent of total ETF industry assets) is complemented by estimated data to provide comprehensive industry totals.
SIMA makes every effort to verify the accuracy, currency, and completeness of the information, however, SIMA does not guarantee, warrant, represent or undertake that the information provided is correct, accurate or current.
© The Securities and Investment Management Association. No reproduction or republication in whole or in part is permitted without permission.
* Important information about investment fund data
About SIMA
The Securities and Investment Management Association empowers Canada's investment industry. The association is the leading voice for the securities and investment management industry, which oversees approximately $4 trillion in assets for over 20 million investors. Our members—including investment fund managers, investment and mutual fund dealers, capital markets participants, and professional service providers—are committed to creating a resilient, innovative investment sector that fuels long-term economic growth and creates opportunities for all Canad ians.
SOURCE Securities and Investment Management Association