01.05.2023

Key highlights from this month’s Calastone Fund Flow Index (FFI) :
- Equity funds suffered outflows of £6.29bn
- UK-focused funds hit hardest by far with record outflows of £8.38bn
- Global funds enjoyed inflows – thanks to popularity of ESG
- Passive funds suffered first year of outflows on record and fared worse than active for second consecutive year
- Q4 saw optimism begin to return – equity funds saw inflows again (though UK remains out of favour)
- Hopes of an end to the interest rate cycle spurred fixed income inflows in Q4, after a difficult first few months of 2022
Happy new year 2023! To kick off the year is our latest UK Fund Flow Index – we saw record outflows from #equity #funds last year, but we may be seeing a reversal in the trend #bearmarket https://t.co/XkYJdIzPA7
— Calastone (@CalastoneLtd) January 5, 2023
To read further insights from the FFI, please click through this link.
Source: Calastone