Nordic investors will increase their allocations in equities and real estate, while decreasing their portion of bonds during 2011, a survey by Tell Media Group has revealed.

The results from The Nordic Fund Industry Outlook 2011 found that 21% of investors will increase their allocation to equities in 2011, while 23% will increase their share to real estate. 29% also stated they will decrease their allocation to bonds in 2011, while 60% of investors said they will increase the share of assets managed externally.

Tell Media Group conducted the research in September/October 2010, which comprised an online survey and in depth interviews with 84 respondents - 57 fund companies,18 investors and 9 fund distributors – from seven countries; Denmark, Finland, France, Germany, Norway, Sweden, Switzerland and UK.

The majority of fund group respondents (96%) foresaw net inflows in 2011, with 60% considering the main growth driver to be new client segments. 72% of fund groups also stated they saw the introduction of UCITS IV as an opportunity.

It also showed a positive outlook for the region, as 84% of survey participants said 2011 will be a better year than 2010. However, the report found the main challenges going forward to be in the areas of product development, distribution and regulation.

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