A Tale of Two Multi-Asset Solutions
2023’s net sales gap of £10.5 billion between MPS and multi-asset funds represents a significant rise from the £4.6 billion gap recorded in 2022.
U.K. Model Portfolios Outperform Overall Fund Sales, ISS Market Intelligence Finds
The report highlights a significant surge in model portfolio investment fund sales in the second half of the year, an 11% growth compared to 2% for the entire investment fund channel on a trailing six-month gross sales basis.
New Brit ISA Policy: ISS MI Data Shows Decline in Demand Across Europe for Domestic Investments
European investors and fund selectors are increasingly investing abroad in search of equity returns and are leaving their home bias at home.
Demand for home-based investments declining across Europe
Once the equity taps turn on again and the money starts flowing back in, European equity funds—country specific or broad—may not regain their footing. European investors’ approach to equity selection appears to no longer be centered on home soil. Funds investing abroad may instead find richer waters.
Bharat – A Tiger Ready to Roar
Although the Indian mutual fund industry dates back over 60 years, it is in the last decade that its growth has started to turn heads. Notably, this growth has been driven not just by investment performance, but also by fund flows from an expanding investor base.
Hit or Miss: Review of Our Mid-Year 2023 UK Fund Flow Forecast
Although the six-month period to November 2023 proved challenging for fund managers, pockets of opportunity remained. Opportunity could be found amongst GBP bond, US equity, Japanese equity, and more aggressive mixed funds.
The Place to Be: Identifying Your Land of Opportunity
The UK domicile outshines the five other domiciles when it comes to AUMs achieved by active equity funds in their first 12 to 60 months. The success achieved in each domicile, however, is likely proportional to the marketing and distribution capabilities of each manager.
Run Fund Run! Launching Funds May be More of a Sprint than a Marathon
Simfund’s newly-minted dataset reveals that just 25% of European-domiciled funds achieved the magic $100 million-AUM figure by their first birthday. The first year is also shown as the most important year for attracting assets. After year one, the odds drop significantly.
Simfund Platform Launches Comprehensive Fee and Expense Intelligence for Irish Domiciled Funds
The comprehensive fee and expense intelligence covers over 100 unique data attributes, is captured at the share class level, and is updated annually and refreshed monthly.
Fewer Seeds (Funds) Being Planted as European Investment Flows Have Evaporated
The heady days of the pandemic, where equity returns shot for the moon and savings accounts swelled are over. The economic and household finance script has now flipped to a more pessimistic tone. Unsurprisingly, the pace of European-domiciled fund launches has slowed considerably in 2023.