Mutual funds (+€45.96 bn) and ETFs (+€28.98 bn) enjoyed inflows for the month, with total estimated net inflows of €74.96 bn over the course of January 2025 Money market funds (+€25.08 bn) were the best-selling asset type. This was followed by equity funds (+€23.29 bn) and bond funds (+€21.79 bn). For long-term assets only, ETFs net €27.32bn compared to €18.02bn for actively managed funds. Money Market EUR (+€15.22bn) was the best-selling classification, followed by Equity US (+€10.7bn), then Equity Global (+€10.2bn). BlackRock (+€8.53 bn) was the best-selling fund promoter in Europe for January.   The European fund industry

Trends in the UK’s sustainable and conventional fund market through the lens of Lipper data. How is sustainable investment responding to the birth of the UK’s SDR? Dewi John, LSEG Lipper’s Head of Research for UK and Ireland, and Leevania Naicker, Senior Customer Learning Manager at LSEG, look at the UK’s responsible investment fund flow data, alongside the general state of the UK fund market for Q3 2024, in the context of broader economic trends.

Headline figures Assets Under Management[1] Chart 1: Assets Under Management of ETFs Listed on the LSE by Asset Type as of June 30, 2024 (£bn) Source: LSEG Lipper   Total ETF assets rose by £32.56bn (up 3%) over June, driven by strong net inflows (see chart 2), growing 29.1% on an annual basis. As was the case in May, money market funds (MMFs) saw the greatest growth in percentage terms on a month-on-month basis (6.2%). Equity ETFs also grew by 3.7% over the month. On an annualised basis, MMF ETFs also grew the most, at 51.6%, followed by equities (35%)

Although it’s been on the slide since mid-May, the US equity market has edged out global equities as UK fund buyers’ market of choice. This has been implemented, however, in ways that run counter to prevailing trends. Equity Global sales have been trending down since their November 2022 peak of £3.21bn—only bettered by March 2021’s £6.48bn. Over the same period, we’ve seen Equity US increase its take. Over the 12 months to the end of April 2024, Equity Global attracted £1.44bn and Equity US, £6.61bn (Equity UK, for comparison, lost £16.16bn). Over the first four months of 2024, those figures

The data in the article below is sourced from Lipper’s Global Fund Flows application. GFF can be found on LSEG Workspace (“FundFlows”). Loading During LSEG Lipper’s fund-flows week that ended May 1, 2024, investors were overall net purchasers of fund assets (including both conventional funds and ETFs) for the second straight week, adding a net $22.0 billion. This past week, money market funds (+$26.2 billion), municipal bond funds (+$515 million), and commodities funds (+$214 million) reported inflows. Equity funds (-$4.2 billion), mixed-assets funds (-$444 million), taxable bond funds (-$253 million), and alternative investments funds (-$20 million) suffered outflows. After seeing

Asset class view Bonds netted £4.23bn over Q1, and £2.09bn over March, despite continuing equity rally. Money market funds (MMFs) saw the largest inflows for the month, of £2.78bn. Active v passive Actively managed strategies saw outflows of £1.29bn, while passives had inflows of £359m, excluding MMFs. Passive equity funds had the largest outflows, of £1.23bn. Classifications Dollar strengthening over the quarter supported flows to Bond Global USD, which took a respectable £1.12bn. Equity UK and UK Income continued to suffer, losing £1.67bn and £755m, respectively. Sustainable fund flows Sustainable funds reversed their positive run, shedding nearly £1bn. The largest

The data in the article below is sourced from Lipper’s Global Fund Flows application. GFF can be found on LSEG Workspace (“FundFlows”). During LSEG Lipper’s fund-flows week that ended April 17, 2024, investors were overall net redeemers of fund assets (including both conventional funds and ETFs) for the fourth week in five, removing an astonishing $143.5 billion—the largest weekly outflow since the week ending September 16, 2009. Alternative investments (+$117 million) was the only group to attract inflows since last Thursday. Money market funds (-$118.5 billion), equity funds (-$19.5 billion), taxable bond funds (-$3.2 billion), municipal bond funds (-$1.5 billion),

Fixed income funds realized a return of positive 0.50% on average during the first quarter of 2024, marking their second straight quarterly gain and fifth plus-side quarterly return in their last six. Outside of Emerging Markets Hard Currency Debt Funds which saw nice gains thanks to a strong dollar, floating-rate and higher yielding funds were the top performers during the first quarter of 2024.

The data in the article below is sourced from Lipper’s Global Fund Flows application. GFF can be found on LSEG Workspace (“FundFlows”). During LSEG Lipper’s fund-flows week that ended April 10, 2024, investors were overall net redeemers of fund assets (including both conventional funds and ETFs) for the third week in four, removing a net $29.7 billion. Taxable bond funds (+$6.0 billion), alternative investments (+$571 million), and tax-exempt bond funds (+$415 million) reported weekly inflows. Money market funds (-$35.3 billion), equity funds (-$1.0 billion), commodities funds (-$207 million), and mixed-assets funds (-$168 million) suffered outflows over the week. Money market

Asset class view Equity performance was broadly positive in February, driving the strongest inflows since last April of £1.36bn Bond funds enjoyed inflows of £2.06bn, the largest inflows into the asset class since last July of £3.2bn. Active v passive Active funds suffered redemptions of £2.78bn, excluding money market funds (MMFs). Passive equity funds netted £3.3bn. Classifications Bond Global USD funds saw the largest inflows for the month of £2.04bn. Money Market GBP suffered the largest outflows, of £5.02bn. Sustainable fund flows Sustainable funds took £3.32bn. Sustainable equity proved most popular, netting £2.23bn. Asset manager view BlackRock enjoyed the strongest

Asset Class: Sustainable funds took £15.26bn over the year compared to outflows of £72.18bn for conventional funds (-£31.9bn excluding money market funds). Classification: Equity Global funds were the most popular sustainable classification, netting £6.29bn, followed by US and emerging market equity. Global funds saw the strongest flows for Q4, at £1bn. Performance: Global, US, and EM sustainable equity funds underperformed their conventional peers over 12 months and three years. Fund manager: BlackRock saw inflows of £11.31bn, overwhelmingly to equity funds.   Note that this report has narrowed its focus from broad ESG funds—those which indicate some form of ESG strategy

Asset class view Money market fund took £9.48bn, finishing a positive quarter for the asset class. Equity fund flows went positive for the first time since May, at £1.11bn.   Active v passive Active funds suffered redemptions of £2.2bn, excluding money market funds. Active equity and bond flows were negative (-£1.18bn and -£872m, respectively) and passives positive (£2.3bn and £1.15bn).   Classifications Bond Global USD netted £1.72bn, followed by Alternative Credit Focus (£1.16bn). Bond GBP Corporates (-£900m) and Bond USD Government (-£892m) saw the largest outflows.   Sustainable fund flows While conventional funds took £10.38bn (£876m ex-MMFs), sustainable funds took