Calastone: Equity funds pull in record £27.2bn inflow in 2024
Enthusiasm for equities did not translate to UK equity funds, which suffered £9.6bn outflows
UK equities
-
-
Nick Train: Sage went from my worst detractor to my best performer
His second biggest holding dragged on Finsbury Growth and Income’s performance in 2024
-
Increased market uncertainty expected, but are portfolios ready?
Investors are expecting either a major upswing or a sharp decline, writes Saxo UK’s Dan Squires
-
Premier Miton’s Williams: 2025 will be a lot more volatile
Williams noted 2024 has been ‘a relatively good year’ for investors
-
Evelyn Partners ups UK exposure with Fidelity Special Situations
‘Historic cheapness’ of UK small and mid-caps presents an attractive entry point
-
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
-
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
-
Capitalising on UK growth: The enduring appeal of VCTs for investors
Triple Point’s Diana French argues the case for holding VCTs as part of a well diversified portfolio
-
Balancing act: Are concentrated markets good for long-term gains?
Morningstar’s Michael Born discusses whether there is any longevity in returns being generated by a few market leaders
-
Unicorn AIM VCT launches £25m fundraise
Prospectus to be available in January 2025
-
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
-
Analysis: Has the Budget revived for the fortunes for UK equities?
Most notable early impact so far has been felt in the AIM market