Absolute return funds are having a resurgence
In choppy and uncertain markets, absolute return funds offer potential for positive returns
Fund Flows
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Appetite for equities grows but optimism ‘fragile’
Investors pumped £1.4bn into equity funds in April but the outlook remains uncertain
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Sustainable funds see further outflows in Q1
In the US, investors pulled £4.2bn from ESG strategies
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Investors pull £1.2bn from UK equity funds in March
Estimated £4bn outflows in the first quarter of 2023, according to Numis
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Dewi John: Trying not to make astrologists look (too) good
Reading the tea leaves of recent fund flows, investors appear to be rebalancing portfolios after a turbulent year
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Investors flock to fixed income as UK equities suffer
A structural shift away from the asset class is underway, said Calastone global markets head
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Inflows return but UK still out of favour
Net £1.4bn was invested in January but the UK All Companies sector still faced heavy outflows
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Unprecedented year of redemptions sees £54bn gush out of UK funds
2022 outflows dwarfed the money pulled in 2008 and 2019, according to Refinitiv Lipper
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Blackrock bests Vanguard in ETF flows
But total flows last year were down considerably from 2021
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UK equity funds haemorrhage record £836m despite performance pick-up
IA UK All Companies strategies sustained lower losses than global, US and European peers in April on average
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Omicron drove £83m from equity funds in two days
Investors add £108m to money market funds in November after outflows in 10 of the past 12 months
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UK equities shed £567m in September as multiple crises spook investors
‘Petrol panic, soaring inflation, empty supermarket shelves, fractured supply chains, crippling staff shortages and energy market turmoil’