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
Investment Association
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IA: Investors pulled £2.4bn from equities ahead of Budget
September’s fund flow data showed investors taking action prior to the Autumn Budget, according to the Investment Association
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AJ Bell’s Hughes: Why money will keep flowing into fixed income funds
The managing director says outflows from money market funds will ramp up as we head towards the new year
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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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Investment Association: Bonds command August inflows
Third month in a row of overall inflows
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Aegon, Quilter and Fidelity sign up to The Platforms Association
New trade body will co-ordinate and promote the industry’s interests
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IA: Index trackers attract £3.4bn in July
Active funds lose £2.1bn, according to Investment Association
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Is there any point investing in the US actively?
Active funds don’t come close to the high returns of the index trackers, with many multi-asset managers cutting their active exposure all together
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IA: Equities experience positive quarter after June £1.2bn inflows
Fixed income loses £1.2bn in June while net inflows into equity funds turn positive
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IA: UK investment management industry reaches £9.1trn in AUM for 2023
Allocation to UK equities falls 10% in 10 years
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Square Mile reveals income targeting strategies are back on top
Income-related fund research had been in decline
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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