IA: Jargon remains a barrier to SDR adoption despite high adviser appetite
Advisers are ‘always’ speaking to clients about sustainability but jargon and lack of detail in fund documentation a concern
Advisers are ‘always’ speaking to clients about sustainability but jargon and lack of detail in fund documentation a concern
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Largest net inflows for the IA fund universe as a whole since August 2021
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All major asset classes suffered a second consecutive month of net withdrawals
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£1bn pulled from funds in June, including a net £858m from UK equities
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Net £1.4bn was invested in January but the UK All Companies sector still faced heavy outflows
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2022 marks the first year when sales to retail investors fell into the red
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Fixed income proved a big draw but other asset classes are still getting pummelled
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But outflows from multi-asset strategies gained a bit of momentum
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Free-to-use portal will help locate misplaced pensions, dormant savings accounts or lost investments
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UK investors withdrew a total of £2.5bn from investment funds in February
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Women’s pay lags men’s as much as 46% at some investment houses
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