Analysis: Is the game up for active management?
Only 31% of active managers outperformed a passive alternative in 2024
Calastone
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Funds suffer third-worst month on record amid Budget fears
Investors withdrew £5.9bn from investment funds over concerns about Chancellor Rachel Reeves’ tax changes
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UK equity funds make first net inflows in 41 months
They lost £25.3bn since 2021 but raked in £317m in November once Budget fears receded
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Calastone: Equity funds suffer worst outflows on record
Bonds balloon by £631m while money markets increase £402m
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Are the negative flows from UK equity funds justified?
Outflows of £666m were seen from UK equity funds during the month of September alone, according to Calastone data
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Calastone: Equity funds suffer first monthly outflows since October 2023
Fixed income funds also shed record amounts of cash during August and September
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Calastone: Investors use August turbulence as buying opportunity
UK equity outflows doubled, while bond funds recorded third worst month
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Calastone: UK equity fund outflows slow
Equities see a net £2.19bn in inflows
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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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Calastone: Record Isa season boosts equity fund inflows in April
Inflows were up five times compared to last year’s ISA season
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Calastone: UK investors ditch home market for US equities at record rate
Net inflows to North American funds were higher over the last four months than in the previous nine years combined
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Are we close to a crowded trade ‘tipping point’?
Investors have shown no signs of breaking their broader entanglement with the Magnificent Seven