Calastone: Equity funds suffer first monthly outflows since October 2023
Fixed income funds also shed record amounts of cash during August and September
Fund Flows
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Calastone: Investors use August turbulence as buying opportunity
UK equity outflows doubled, while bond funds recorded its third worst ever month, according to Calastone’s Fund Flow Index
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Pridham report: Over half of UK fund groups grow net sales for third straight quarter
While 43% posted positive net flows to signal improving investor confidence
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IA: UK equities experience worst outflows on record in May
UK investors remove net £136m in May after March and April inflows
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Calastone: Equity fund flows have their best six months on record
They raked in £11.4bn in the first half of the year, with UK investors favouring US and global funds
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Morningstar: UK-domiciled funds enjoy first month of positive flows in a year
Largely driven by inflows into fixed income products
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Asset managers report elevated gross retail sales in first quarter
Passive funds were the most popular purchase, accounting for 74% of sales over the period
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Morningstar: Sustainable funds pull in $900m for first quarter of 2024
US sustainable flows deplete by $8.8bn
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IA fund universe suffers £2.7bn net outflows in February
All major asset classes suffered a second consecutive month of net withdrawals
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Lipper report: European investors ditch active funds for ETFs
Exchange-traded funds received €16bn in February whilst mutual funds lost €5.9bn
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M&G mulls future expansion with boutique acquisitions
Portfolio Adviser speaks with CEO Joseph Pinto following the publication of the firm’s results last week
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Are we close to a crowded trade ‘tipping point’?
Investors have shown no signs of breaking their broader entanglement with the Magnificent Seven