Calastone

Two-year winning streak for active funds comes to abrupt end

Since January, passive equity funds have gathered £5.35bn of inflows, compared with around £7bn that investors have pulled from their active counterparts

Active equity funds, which have outpaced their passive rivals for the past two years, posted outflows of £1.3bn in September

2 min read

All categories of UK equity funds have had a hard twelve months

UK equity funds haemorrhage £8bn in ‘momentous’ year

Rate hikes turned asset markets upside down in 2022 as UK outflows swelled eight-fold

2 min read

Managers have had a tough time managing outflows as investors remain in risk-off mode

Equity funds bleed more than £4bn as bear market rally fails to calm investors

Outflows from equity funds reached a new record in August as investors continue to fear macroeconomic headwinds

2 min read

Investment funds focused on UK companies have fallen out of favour with investors

UK equity fund outflows top £6.4bn as bear market fears take hold

UK equity funds suffered a record month of outflows in June, as investors pull a total of more than £6bn over the past year

2 min read

Global funds rake in billions, but UK funds continued to suffer in 2021

Equity funds cash in with £14bn haul despite Omicron fears

Bumper inflows into equity funds last year surpassed the previous high of £11.6bn recorded in 2015

2 min read

Generations are divided in their attitudes to trading, yet similarities persist

Five charts that show how different Millennial investors are from their parents

Younger investors are becoming increasingly involved in trading. But are they really so different from their older peers?

3 min read