How has SDR affected UK investment portfolios so far?
Limited choice of labelled products, and the lack of passive funds are the biggest concerns
UK funds
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Pridham Report: Over half of UK fund groups see sale improvement in end of 2024
Pridham Report shows a quarter of growth for active equity funds
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Calastone: Investors pull £1bn from UK equity funds despite FTSE highs
European and Asian funds also suffered net outflows in January as North American funds continue to appeal
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UK equity funds make first net inflows in 41 months
They lost £25.33bn since 2021 but raked in £317m in November once Budget fears receded
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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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Rodger Kennedy launches outsourced distribution firm
Kelly Prior and Steve Kenny will join him in the new venture
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FE FundInfo: UK small caps top May performance charts
‘The UK market finally appears to be garnering attention’
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‘Spoilt for choice’: Why Hawksmoor’s Conway keeps becoming more bullish on UK equities
The CIO and head of fund management says lack of institutional exposure to UK equities ‘beggars belief’
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Passives to be ‘significantly underrepresented’ in SDR labels
Morningstar analysis shows high number are not within the scope of FCA labelling regime
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Tyndall renames VT Tyndall Real Income fund
Now dubbed the VT Tyndall Unconstrained UK Income fund