Calastone: Equity funds return to inflows in February
While bond funds record their third strongest month on record for inflows
Fund Flows
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IA: Investors pull £3bn from funds in January
Uncertainty over Trump’s policies in the future path of interest rates contributed to the outflows, according to the IA
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Carne: 81% of managers anticipate fund flow increase in 2025
Fund managers anticipate private markets and ETF growth
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IA: Net retail outflows slow to £1.6bn in 2024
UK equity funds suffer £783m in net retail outflows
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Calastone: Investors pull £1bn from UK equity funds despite FTSE highs
European and Asian funds also suffered net outflows in January as North American funds continue to appeal
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115 funds drop ESG from branding in 2024
A further 30% to 50% of all European ESG funds are expected to change their names in line with FCA and ESMA marketing guidelines in 2025
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Calastone: Equity funds pull in record £27.2bn inflow in 2024
Enthusiasm for equities did not translate to UK equity funds, which suffered £9.6bn outflows
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Funds suffer third-worst month on record amid Budget fears
Investors withdrew £5.9b from investment funds over concerns about Chancellor Rachel Reeves’ tax changes
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UK equity funds make first net inflows in 41 months
They lost £25.33bn since 2021 but raked in £317m in November once Budget fears receded
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European-domiciled long term funds attract €62.6bn for October
Active equity and fixed income funds saw positive inflows for the month
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IA: Investors pulled £2.4bn from equities ahead of Budget
September’s fund flow data showed investors taking action prior to the Autumn Budget, according to the Investment Association
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ISS MI: Multi-asset fund sales rise 25%
Fund-of-funds recorded the highest increase in sales, according to ISS Market Intelligence data