LSEG Lipper: Bonds bring over £10bn in flows while equities drop £23bn
Passive bonds attract £18.2bn
Fund Flows
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Calastone: January 2024 sees most bullish investor sentiment in almost three years
Investors added £2bn to equity funds in January in one of the best months on record, but Calastone warns that returning confidence ‘should be treated with caution’
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The Lang Cat: Advised platforms suffer record outflows in 2023
Outflows increased by 36.3% compared to 2022
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Calastone: Funds made record returns in 2023 but investors remain bearish
Rising equity markets pushed the value of mutual funds up by $10.7trn
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Global sustainable funds see first quarter of outflows
‘Chilling effect’ in the US and active management redemptions have pushed flows into negative territory, Morningstar reported
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Morningstar: European fund giants suffer outflows in December 2023
European-domiciled funds as a whole attracted a net €49bn in 2023
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Morningstar: Equity funds leak £18bn in second-worst year on record for outflows
Money market funds were the only asset class to achieve positive net flows in 2023
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IA: Funds achieve net inflows of £1.1bn in November as monetary outlook brightens
A potential end to interest rate hikes injected optimism back into UK investors, who favoured passive funds over their active counterparts
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Calastone: UK investors pile into US equity funds in December
While 2023 flows as a whole belonged to money market strategies
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The funds that made and lost the most money in 2023
Some funds were flooded with fresh cash last year, while the likes of Fundsmith Equity and Liontrust Special Situations lost billions
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Lipper: Bonds continue to dominate in September as active funds suffer again
Equities funds collectively shed a net £1.62bn
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Cash funds and passives dominate Hargreaves Lansdown charts
Five L&G passive funds in top ten