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Calastone

  • UK investors flee bond funds amid US Treasury turmoil

    Investing

    UK investors sold £1.2bn of bond fund holdings throughout April, as US bond markets fell into turmoil over Trump’s tariffs. As Treasury yields spiked during the month over fears around the fiscal ability of the US, investors fled the asset class in droves, according to data from Calastone. At one point last month, analysts were [...]

  • UK equity funds suffer worst quarter ever as investors pull billions

    Investing

    UK-focused funds suffered their worst ever quarter on record over the last three months, despite a strong performance from the FTSE 100 and other UK equity markets. Over the first three months of 2025, investors pulled £3.5bn from UK funds, with £1.2bn being withdrawn in March alone, according to data from Calastone. “Instead of putting [...]

  • UK fund investors give government’s growth plans a ‘clear thumbs down’

    Investing

    British investors continued to flee London’s stock market in January in a “clear thumbs down” to the government’s growth agenda, according to a closely watched funds survey. UK-focused equity funds shed some £1.07bn through January in the sixth worst month on record despite the FTSE 100 hitting an all-time high, according to data from funds [...]

  • UK stock funds suffer worst year on record as investors pull nearly £10bn

    January 8, 2025

    UK-focused stock funds suffered their worst year on record last year as investors yanked nearly £10bn from the market, new figures have shown. While equity vehicles globally raked in a record £27.2bn through 2024, UK funds haemorrhaged some £9.6bn in their most sluggish year ever relative to the performance of the wider market, according to [...]

  • Investors pile into UK equities after pre-Budget selling

    December 4, 2024

    UK equity funds ended a 41-month streak of outflows last month as investors piled back into the market following Rachel Reeves’s tax-raiding Budget. After suffering their worst month on record before in the run up to the October fiscal plans, fund flows reversed sharply as investors poured money back into the market, with buying for [...]

  • UK fund withdrawals reach largest on record amid Budget panic

    November 4, 2024

    UK equity fund withdrawals reached their largest on record in October as investors pulled billions out of markets to escape tax rises in the Budget. Investors sold a £2.7bn stake in funds throughout the month in anticipation of Chancellor Rachel Reeves hiking capital gains tax, up from £564m of withdrawals in September, according to data [...]

  • UK investors exit domestic funds in droves after global market rout

    September 4, 2024

    The hope of a rally in UK investment was thwarted last month as the number of UK investors selling out of domestic equity funds doubled due to the downturn in global markets. UK investors pulled £510m from British-focused equity funds in August, more than double the figure in July when outflows reached their lowest level [...]

  • UK funds receive record inflows in first six months of 2024

    July 4, 2024

    The first six months of the year saw UK investors bet big on markets and make record deposits into equity funds, with £1.7bn added in June.

  • UK investors cash out en masse after FTSE 100’s record rally

    June 6, 2024

    Flows into equity funds cratered in May after a bumper ISA season, new data has shown, with investors charging out of UK stocks after a record-setting FTSE 100 rally.

  • ISA season breaks new record despite UK outflows revealing ‘structural problem’

    May 8, 2024

    Charles Hall, head of research at Peel Hunt, warned that the data showed "exactly why the UK market has a structural problem".

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