SIMA Monthly Investment Fund Statistics - March 2026

Mutual fund and exchange-traded fund (ETF) assets and sales

TORONTO, April 21, 2026 /CNW/ - The Securities and Investment Management Association (SIMA) today announced investment fund net sales and net assets for March 2026.

Mutual fund assets totalled $2.547 trillion at the end of March, down by $93.5 billion or 3.5 per cent since February. Mutual fund net sales were $1.6 billion in March.

ETF assets totalled $771.1 billion at the end of March, down by $10.8 billion or 1.4 per cent since February. ETF net sales were $19.0 billion in March.

March insights

• Despite continued positive net sales in March, both mutual fund and ETF assets declined as market weakness more than offset new investor inflows.
• All asset classes of mutual funds recorded positive net sales in March except equity funds.
• March saw the second highest monthly ETF net sales on record.

Mutual fund net sales/net redemptions ($ millions)*

Asset class	Mar 2026	Feb 2026	Mar 2025	YTD 2026	YTD 2025
Long-term funds
Balanced	634	5,182	(1,733)	7,357	(586)
Equity	(1,319)	1,849	(3,486)	(58)	(5,717)
Bond	140	2,570	2,731	6,879	9,057
Specialty	1,507	1,163	1,023	4,087	4,959
Total long-term funds	963	10,764	(1,465)	18,266	7,712
Total money market funds	684	(297)	2,614	(354)	5,568
Total	1,648	10,467	1,150	17,912	13,281

Mutual fund net assets ($ billions)*

Asset class	Mar 2026	Feb 2026	Mar 2025	Dec 2025
Long-term funds
Balanced	1,107.9	1,147.7	1,003.2	1,099.1
Equity	986.4	1,036.4	854.9	987.3
Bond	329.1	333.8	295.5	322.8
Specialty	57.9	57.8	42.4	54.2
Total long-term funds	2,481.2	2,575.7	2,195.9	2,463.3
Total money market funds	65.9	64.9	62.8	65.7
Total	2,547.1	2,640.6	2,258.7	2,529.0

*   See below for important information about this data.

ETF net sales/net redemptions ($ millions)*

Asset class	Mar 2026	Feb 2026	Mar 2025	YTD 2026	YTD 2025
Long-term funds
Balanced	1,532	1,795	628	5,007	2,124
Equity	12,013	11,623	6,416	37,725	15,224
Bond	3,711	4,354	4,048	11,912	8,837
Specialty	1,083	1,244	641	4,182	2,265
Total long-term funds	18,338	19,015	11,733	58,827	28,450
Total money market funds	707	(131)	2,066	489	4,179
Total	19,045	18,884	13,799	59,315	32,629

ETF net assets ($ billions)*

Asset class	Mar 2026	Feb 2026	Mar 2025	Dec 2025
Long-term funds
Balanced	43.4	43.5	25.5	38.3
Equity	496.0	507.6	338.8	456.7
Bond	157.6	156.7	126.6	146.0
Specialty	38.2	39.0	23.6	36.8
Total long-term funds	735.2	746.8	514.6	677.8
Total money market funds	35.9	35.0	32.1	35.3
Total	771.1	781.9	546.7	713.0

*   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

1. Mutual fund data is adjusted to remove double counting arising from mutual funds that invest in other mutual funds.
2. Starting with January 2022 data, ETF data is adjusted to remove double counting arising from Canadian-listed ETFs that invest in units of other Canadian-listed ETFs. Any references to SIMA ETF assets and sales figures prior to 2022 data should indicate that the data has not been adjusted for ETF of ETF double counting.
3. The balanced funds category includes funds that invest directly in a mix of stocks and bonds or obtain exposure through investing in other funds.
4. Mutual fund data reflects the investment activity of Canadian retail investors.
5. ETF data reflects the investment activity of Canadian retail and institutional investors.

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 Canadians.

SOURCE Securities and Investment Management Association

For more information: Christine Harminc, Director, Communications and Public Affairs, [email protected], 416-309-2313