SIMA Monthly Investment Fund Statistics - April 2026 Mutual fund and exchange-traded fund (ETF) assets and sales

PR Newswire
Wednesday, May 20, 2026 at 6:38pm UTC

SIMA Monthly Investment Fund Statistics - April 2026 Mutual fund and exchange-traded fund (ETF) assets and sales

Canada NewsWire

TORONTO, May 20, 2026 /CNW/ - The Securities and Investment Management Association (SIMA) today announced investment fund net sales and net assets for April 2026.

Mutual fund assets totalled $2.648 trillion at the end of April, up by $100.6 billion or 4.0 per cent since March. Mutual fund net sales were $2.4 billion in April.

ETF assets totalled $817.2 billion at the end of April, up by $46.1 billion or 6.0 per cent since March. ETF net sales were $13.6 billion in April.

April insights

  • In April, markets rebounded sharply over the previous month, which was the main driver of higher asset levels for both mutual funds and ETFs.
  • Mutual fund net sales remained positive, continuing a 12-month streak of positive monthly net sales and marking a turnaround from the net redemptions seen in April last year.
  • ETFs posted strong net sales, with flows almost doubling over April last year, even as sales were lower than the exceptionally high levels seen earlier in 2026.

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

Asset class

Apr 2026

Mar 2026

Apr 2025

YTD 2026

YTD 2025

Long-term funds






     Balanced

(349)

634

(2,571)

7,008

(3,157)

     Equity

1,577

(1,319)

413

1,519

(5,305)

     Bond

764

140

42

7,643

9,099

 Specialty

656

1,507

438

4,744

5,396

Total long-term funds

2,649

963

(1,679)

20,915

6,033

Total money market funds

(299)

684

180

(653)

5,748

Total

2,350

1,648

(1,500)

20,262

11,781

Mutual fund net assets ($ billions)*

Asset class

Apr 2026

Mar 2026

Apr 2025

Dec 2025

Long-term funds





     Balanced

1,142.3

1,107.9

984.7

1,099.1

     Equity

1,047.7

986.4

835.4

987.3

     Bond

332.2

329.1

293.5

322.8

     Specialty

60.1

57.9

42.5

54.2

Total long-term funds

2,582.3

2,481.2

2,156.1

2,463.3

Total money market funds

65.5

65.9

62.5

65.7

Total

2,647.7

2,547.1

2,218.6

2,529.0

*   See below for important information about this data.

ETF net sales/net redemptions ($ millions)*

Asset class

Apr 2026

Mar 2026

Apr 2025

YTD 2026

YTD 2025

Long-term funds






     Balanced

1,246

1,532

629

6,252

2,753

     Equity

9,624

12,013

4,883

47,349

20,106

     Bond

1,435

3,711

75

13,347

8,912

 Specialty

1,075

1,083

733

5,258

2,998

Total long-term funds

13,379

18,338

6,320

72,206

34,769

Total money market funds

200

707

882

689

5,061

Total

13,579

19,045

7,201

72,895

39,830

ETF net assets ($ billions)*

Asset class

Apr 2026

Mar 2026

Apr 2025

Dec 2025

Long-term funds





     Balanced

46.3

43.4

25.9

38.3

     Equity

535.2

496.0

336.9

456.7

     Bond

158.7

157.6

125.7

146.0

     Specialty

41.0

38.2

24.9

36.8

Total long-term funds

781.2

735.2

513.3

677.8

Total money market funds

36.0

35.9

32.9

35.3

Total

817.2

771.1

546.2

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