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
NEWSLETTER SIGN UP
And receive exclusive articles on securities markets
As Technology Evolves, Asset Managers Adapt and Innovate
Citi Changes Organizational Structure
SEC Charges Virtu for Disclosures Relating to Information Barriers
ICE Futures Singapore Partners with CoinDesk Indices
Related articles
-
The partnership with Finamex is part of VanEck’s strategy to support the growth of LatAm capital markets.
-
Investors are also returning to ex-US bond ETFs for the first time in over a decade.
-
Amundi Technology has grown each year since the business was set up in 2021.
-
Post-trade changes, such as the shift to T+1, have introduced new operational challenges for the buy side.
-
Geopolitical volatility makes private markets more attractive.