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
UK equities
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Lipper: Bonds top the charts for European inflows in 2024
European and UK equities lose money in home market
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Premier Miton Group sees £33m net outflows in Q1 AUM update
CEO Mike O’Shea said the most recent results show a ‘noticeable improvement’ in flows
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IA: UK reinvests in November following two months of exits
November sees £1.6bn in inflows
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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
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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
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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
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Premier Miton’s Williams: 2025 will be a lot more volatile
Williams noted 2024 has been ‘a relatively good year’ for investors
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Evelyn Partners ups UK exposure with Fidelity Special Situations
‘Historic cheapness’ of UK small and mid-caps presents an attractive entry point
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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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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