Calastone: UK investors shun regional equity funds in favour of global strategies

Trend has accelerated in recent years

clock • 2 min read

UK investors are increasingly shunning regionally focused funds as their preference for global equities continues, according to data from Calastone.

According to the latest fund flow figures from Calastone, global funds have enjoyed net inflows of £51.3bn since 2015, compared with just £909m for all other geographical categories. Even when excluding UK funds, which fell significantly out of favour in the run-up to, and aftermath of, Brexit in 2016, regionally focused funds only saw £16.7bn of net inflows over the same time period. Since the start of 2015, net outflows from global funds have occurred in just nine months, compared to one in two months for all other regional strategies combined. According to Calastone, this trend has...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

Trustpilot