PRESS RELEASE
ANIMA Holding: net inflows July 2025
Net inflows into managed assets (net of Class I insurance mandates): € +416 million
Total assets under management: € 207.2 billion (208.3 billion including administered assets)
""We are particularly pleased with July's strong net inflows driven by a solid contribution from insurance-related assets, while the figure for duplications reflects the significant commercial success of Anima SGR's target-date funds with underlying Kairos strategies." commented Alessandro Melzi d'Eril, CEO of ANIMA Holding "Starting this month, we are also reporting the volume of portfolios advised by Kairos - a business line showing a highly promising growth trajectory."
Milan, 5 August 2025
The following table outlines net inflows for the management companies in the ANIMA group for the month of July 2025, along with assets under management and administration and - starting from this month - assets under advisory.
Net Inflows (€ mn) | Assets (€ bn) | ||||||
2024 full year | July 2025 | YTD | at 31.07.25 | at 31.07.24 | change | ||
Retail Contracts with retail customers as counterpart (eg. Mutual funds sold through partner banks, "Arti e Mestieri" pension fund) | +2,450 | +51 | +1,628 | 62.8 | 58.1 | +8.2% | |
B2B2C Contracts with institutional counterparts which reflect retail customers' investment choices (eg. Unit-linked policies, mutual funds managed under mandate) | -407 | +139 | -88 | 29.5 | 29.2 | +1.1% | |
Institutional* Contracts with institutional counterparts (eg. Fund users, AIFs, portfolio mandates, pension funds) | +1,423 | +39 | -140 | 18.3 | 17.1 | +7.3% | |
Duplications* Investiments from Group products into other Group products (eg. funds of funds) | -2,666 | +187 | +422 | 17.1 | 16.4 | +3.9% | |
Total AuM ex Class I mandates | +801 | +416 | +1,822 | 127.7 | 120.7 | +5.8% | |
Class I Insurance Mandates Fixed-income portfolios underlying traditional life insurance policies | -6,033 | +51 | -695 | 79.5 | 80.9 | -1.8% | |
Total AuM | -5,232 | +466 | +1,127 | 207.2 | 201.7 | +2.7% | |
Administered Assets Inflows pertaining to Kairos Partners' private bankers | +61 | +32 | +98 | 1.1 | 0.9 | +19.6% | |
Total Managed & Administered Assets | -5,171 | +498 | +1,225 | 208.3 | 202.6 | +2.8% | |
*2024 figures are reclassified according to a change in the definition of the "Duplications" category
Assets under advisory Third-party assets managed according to recommendations from an Anima Group AM company | 0.6 |
Contacts:
Media relations Investor Relations
Image Building Luca Mirabelli
Cristina Fossati, Federica Corbeddu, Denise Recchiuto Tel. 02-63536.226
Tel: +39 02 89 011 300 ir@animaholding.it
gruppoanima@imagebuilding.it