The evolution of Investment Funds in Mexico has shown extraordinary momentum, with figures reaching remarkable milestones.
The surge in investment funds in Mexico began during the COVID-19 pandemic in 2020.
Everything indicates that this is not a temporary trend. On the contrary, the data reveal a strong movement that could eventually double the assets currently managed by these financial vehicles.
As the popular saying goes, “interest has legs,” and it perfectly explains the boom in Investment Funds.
By the end of 2025, Investment Funds had generated more than 500 billion pesos in returns for investors.
This amount is equivalent to approximately 50% of the federal government’s annual social program budget.
Average returns from Investment Funds have remained attractive despite market volatility.
Managing 5.2 Trillion Pesos
Statistics through June show that the net assets managed by the 638 Investment Funds operating in the Mexican market reached 5.2589 trillion pesos.
This amount is nearly double the level recorded in 2020, when assets totaled around 2.5 trillion pesos.
The sector recorded annual growth of 12.46% and surpassed 18 million clients, representing an increase of 30.82%.
According to data from Mexico’s National Institute of Statistics and Geography (INEGI), Investment Funds account for 14.83% of the country’s Gross Domestic Product (GDP).
The figures are impressive. Total net assets of 5.2 trillion pesos represent 0.91% monthly growth and 12.46% growth over the past 12 months. In U.S. dollars, the 5.2 trillion pesos are equivalent to approximately 301.037 billion dollars (using an exchange rate of 17.47 pesos per U.S. dollar) and represent 0.23% monthly growth and 21.24% growth over the past 12 months.
With more than 18 million clients, Investment Funds maintained an upward trend of 2.18% monthly growth and 30.82% annual growth over the past year.
The data reveal what appears to be a genuine investment fund boom.
Between 2020 and 2026, the number of clients increased from fewer than 3 million to around 18 million, representing a sixfold increase.
The more than 18 million direct clients, together with indirect investors, bring the total number of people connected to Investment Funds to nearly 26 million, almost 20% more than the number of contributors registered with the Mexican Social Security Institute (IMSS).
The Mexican Association of Stock Market Intermediaries (AMIB), led by Álvaro García Pimentel, has worked alongside financial authorities to create the conditions needed to take advantage of the growing wave of investor interest.
According to García Pimentel, digitalization and access to Investment Funds through smartphones have been among the most important factors driving this remarkable growth.
Digital platforms and mobile applications have made opening investment accounts much easier, helping democratize investing.
Financial education has also expanded significantly, while the returns and diversification offered by investment funds continue to outperform traditional savings options.
The Potential
Despite the extraordinary progress of Investment Funds in Mexico, there is still considerable room for growth.
Mexico remains behind both developed countries and other economies with similar levels of development. According to the OECD, comparable economies in the region have investment fund assets exceeding 50% of GDP.
The AMIB estimates that if Investment Funds in Mexico were to reach 50% of GDP, total assets could triple within five to ten years.
In a relatively short period, Investment Funds have evolved into a powerful financing instrument for the national economy.
Top Ten
Who are the Top Ten Investment Fund management companies?
The list is led by BBVA with a 25% market share, followed by BlackRock with 18%, while SAM, Santander, and Banorte each hold 10%.
They are followed by Actinver, HSBC, Scotiabank, GBM, Inbursa, and Sura, with market shares ranging from 7% to 2%.
Investment Funds in Mexico are experiencing one of the strongest periods in their recent history.
At a Glance
Mexico City’s International Airport (AICM) reported discouraging figures at the end of June, indicating that the official projection of five million tourists during the World Cup has fallen well short.
According to Admiral Juan José Padilla Olmos, director of the airport, the AICM recorded its lowest passenger traffic in the past four years during June.
The positive news is that the AICM reported a budget surplus of between 2 billion and 2.2 billion pesos.
Source: eleconomista
