Regulatory Filings • Feb 7, 2025
Regulatory Filings
Open in ViewerOpens in native device viewer


"The year 2025 began at high speed, thanks to the commitment of our strategic partner banks for the retail business, and an outstanding performance by Castello SGR for the institutional part" - commented Alessandro Melzi d'Eril, CEO of ANIMA Holding – "Outflows from the 'Duplications' category, which abounded in the past year, have ceased"
The following table outlines net inflows for the management companies in the ANIMA group for the month of January 2025, along with assets under management and administration:
| Net Inflows (€ mn) | Assets (€ bn) | |||||
|---|---|---|---|---|---|---|
| 2024 full year |
January 2025 |
YTD | at 31.01.25 | at 31.01.24 | Change | |
| Retail Contracts with retail customers as counterpart (eg. Mutual funds sold through partner banks, "Arti e Mestieri" pension fund) |
+2,450 | +160 | +160 | 61.5 | 53.0 | +15.9% |
| B2B2C Contracts with institutional counterparts which reflect retail customers' investment choices (eg. Unit-linked policies, mutual funds managed under mandate) |
-407 | +40 | +40 | 29.8 | 27.8 | +7.3% |
| Institutional Contracts with institutional counterparts (eg. Fund users, AIFs, portfolio mandates, pension funds) |
+1,485 | +164 | +164 | 19.0 | 13.8 | +38.0% |
| Duplications Investiments from Group products into other Group products (eg. funds of funds) |
-2,728 | +14 | +14 | 15.7 | 15.5 | +1.4% |
| Total AuM ex Class I mandates |
+801 | +378 | +378 | 126.0 | 110.1 | +14.5% |
| Class I Insurance Mandates Fixed-income portfolios underlying traditional life insurance policies |
-6,033 | -71 | -71 | 79.0 | 81.2 | -2.7% |
| Total AuM | -5,232 | +308 | +308 | 205.0 | 191.3 | +7.2% |
| Administered Assets Inflows pertaining to Kairos Partners' private bankers |
+61 | +10 | +10 | 1.0 | -- | n.s. |
| Total Managed & Administered Assets |
-5,171 | +318 | +318 | 206.0 | 191.3 | +7.7% |
Contacts:
Media relations Investor Relations Image Building Luca Mirabelli Cristina Fossati, Federica Corbeddu, Denise Recchiuto Federico Pardini Tel: +39 02 89 011 300 Tel. 02-63536.226 [email protected] [email protected]
Building tools?
Free accounts include 100 API calls/year for testing.
Have a question? We'll get back to you promptly.