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.

Lipper’s head of UK research, Dewi John, reviews the main trends in conventional and sustainable funds, in the context of the economic backdrop. Source for FTSE Russell data: FTSE Russell Global Investment Research, Performance Insights, August 2024

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

Lipper’s UK Head of Research gives an overview of the fund trends for the third quarter of 2023.   __________________________________________________________ LSEG Lipper delivers data on more than 330,000 collective investments in 113 countries. Find out more. Join a growing community of asset managers and stay up to date with the latest research from LSEG and partners to help you inform your investment decisions. Follow our Asset Management LinkedIn showcase page.

Refinitiv Lipper’s new review of UK monthly fund flows coincides with a strong risk-on October, as equities dominate.The bulk of this has been invested in developed markets—largely the UK and US—in line with market recovery trends from April. Most of this has been deployed using passive vehicles. While risk assets wobbled in June—with equities seeing more outflows than they did in March—it looks like investors are currently confident that the market has further to run. Asset Class View UK investors’ risk appetite increased in October, with net inflows into equities (£16bn) and out of bonds and money market funds (-£4.43bn

For the fourteenth week in 15, investors were overall net purchasers of fund assets (including those of conventional funds and ETFs), injecting $3.4 billion for Lipper’s fund-flows week ended June 10, 2020. Fund investors were net purchasers of equity funds (+$20.4 billion, its largest weekly net inflows since March 14, 2018), taxable fixed income funds (+$11.1 billion), and municipal bond funds (+$2.8 billion, its second largest weekly net inflows on record), while being net redeemers of money market funds (-$30.8 billion, the group’s fourth consecutive week of net redemptions) this week. Market Wrap-Up Markets rallied during the first part of

Year-to-date estimated net flows into conventional mutual funds and exchange-traded funds continue to tell a mixed story. Through the Lipper fund-flows week ended Wednesday, May 13, 2020, investors continued to inject net new money into the business, bringing the year-to-date total to $871.6 billion. Flow trends, however, are quite different for conventional mutual funds and ETFs. While conventional mutual funds have attracted some $798.8 billion year to date, the short-term asset class—money market funds—was the only recipient of net new money. These funds took in a record setting $1.1 trillion—beating any full-year estimated net flows in history. The only years

For the eleventh consecutive week, investors were overall net purchasers of fund assets (including those of conventional funds and ETFs), injecting $28.7 billion for Lipper’s fund-flows week ended May 13, 2020. Fund investors were net purchasers of money market funds (+$20.3 billion), taxable fixed income funds (+$10.4 billion), and municipal bond funds (+$582 million), while being net redeemers of equity funds (-$2.5 billion) this week. Market Wrap-Up For the fund-flows week ended May 13, 2020, markets were mixed as the Q1 earnings season neared its end, investors watched state governors cautiously reopen their economies, and Federal Reserve Chair Jerome Powell

The tentative recovery in UK fund flows continued for a fourth consecutive month, although October was well down on September (+£7 billion). This month, there was a shift out of risk assets in long-term funds as bond funds took the lion’s share of assets (+£2.5 billion). Given the ongoing low-interest rate environment this may come as a surprise to investors, however the extended credit cycle remains supportive. Given that the UK is now facing an uncertain election outcome (and the Brexit outcome is contained therein), it appears that overseas credit may be preferable to some investors. Mixed Asset funds were

In 2018, the Pan-European mutual fund industry suffered its first annual outflow in six years, haemorrhaging some €129.2 billion. Performance-wise, the story was similarly dire—the Lipper Global Equity U.S. classification returned -6.3%, Lipper Global Equity Europe ex-U.K. returned -13.0%, and Lipper Global Equity U.K. returned -11.0% (all in GBP). Exhibit 1. Pan-European Fund Flows (in € billion) Active fund managers in aggregate did not cover themselves in glory in 2018, with only a small percentage of funds within major Lipper classifications beating the best-performing tracker fund in those respective classifications. Q1 2019 – quicker out of the blocks Lipper data

Since the days of the Delphic Oracle, it is in human nature to try to predict the future. I, for one, concede it is a difficult skill! At the end of 2017, I optimistically predicted that 2018 could be a good year for active funds. It has turned out to be a very testing one indeed—for mutual funds across the board and active funds in particular. The thesis is that, typically, late-cycle environments precede a rotation out of momentum-biased ETFs and the increasingly expensive large-cap stocks in which they invest, providing fertile ground for active stock pickers. However, quantitative easing