December crowned a record year for fund inflows in 2024 – with equity funds the clear winners. Investors added a net £27.22bn to their holdings in 2024, easily exceeding the previous record of £19.83bn set in 2021. Moreover, seven of the best months for equity funds on Calastone’s 10-year record were also in 2024. The year finished strongly too – investors added a net £2.91bn to equity funds in December, despite volatile stock markets around the world.

​​​​​​Key highlights from this month’s Fund Flow Index from Calastone:

• Equity fund net inflows surged to a record £27.2bn in 2024
• December provided a strong finish to the year, despite volatile markets
• Global equity funds were the investor favourite, with £19.5bn of inflows in 2024
• North American funds saw inflows of £11.9bn as US markets soared to new heights
• UK-focused funds suffered a ninth year of outflows – at £9.6bn their worst year on record relative to the wider market
• Passive equity funds cornered the market with £29.6bn of inflows – active funds shed £2.4bn
• Weak bond markets from the summer saw inflows to fixed income funds fall sharply to £1.3bn in 2024

To read further insights from the FFI, please click through this link.

Source: Calastone