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
Outflows
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Schroders’ AUM reaches new high but net outflows fall by £2.3bn
Group warned of Q4 £8bn outflow from legacy Scottish Widows mandate
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Liontrust suffers £1.1bn outflows in latest quarter
Total outflows increased to £2.1bn in the first half of its financial year
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Calastone: UK equity fund outflows slow in July
Equities see a net £2.19bn in inflows
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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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Is a new government the change in narrative UK equities need?
Changing the story around UK equities is essential to stopping outflows, say UK equity fund managers
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Impax sees 5.9% AUM growth despite £2.7bn net outflows
Some £4.9m of AUM came from investment performance, market movement and foreign exchange
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IA: UK investors dip into market in March after two months of outflows
US equities experience £1.5bn in inflows for first three months of 2024
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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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Impax keeps AUM growth in the black despite net outflows
Second quarter sees net outflows of £1.7bn while AUM grows 1.3%
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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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Four reasons to challenge UK equity market pessimism
Pessimism is rife in the UK, but Man Group’s Henry Dixon and Jack Barrat say it is worth challenging that widely-held mindset