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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

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

UKAsset ManagementCalastone

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

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

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

Asset ManagementCalastoneFunds

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

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An Audience With

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ESG boom drives £1bn to active funds as passives lose steam

Passive equity funds gathered just £39m in July — their second-worst monthly haul in more than five-and-a-half years

3 min read

ESGAsset ManagementCalastoneFunds

Equity funds gather £2.6bn in April as market fears recede

Most activity took place during mid Aptil as evidence began to emerge that new cases of Covid-19 were slowing down in some of the worst-hit European countries

2 min read

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