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Investment Association

  • Why are Brits hoarding cash?

    Markets

    Like Tolkein’s Gollum, Brits like to hoard their assets, opting for the security of cash over equity based investments. Barclays estimates that £430bn in investable funds—cash exceeding six months’ salary—are held in bank accounts rather than funnelled into the stock market. This begs the question: why are British investors so devoted to an asset which [...]

  • Almost 1 in 5 Brits never heard of Stocks and Shares ISA

    Investing

    Almost one in five Brits have “never heard” of a Stocks and Shares ISA, while a quarter say that while they’ve heard of the UK investment wrapper, they don’t know anything about it. A survey on the struggles of ISA takeup has revealed that 17 per cent of UK adults had never heard of the [...]

  • Treasury to shelve plans for VAT on funds

    Investing

    Ministers are looking to block a proposal from HM Revenue & Customs (HMRC) to apply VAT to investment funds following warnings from City bosses. According to a report in the Financial Times, the customs body had been trying to end the carve-out that allowed third-party fund management operations to be free from the 20 per [...]

  • Investors pulled £3bn from funds in January amidst economic uncertainty

    March 6, 2025

    Investors pulled £3bn out of funds amidst geopolitical and economic instability in January. This marked a sharp reverse from December, when £2.3bn had flowed into funds, according to data published by the Investment Association (IA).  The research said macroeconomic conditions on the home front, namely the reacceleration of inflation, had played a part in the investment [...]

  • UK investors pour £1.2bn into fund market during June

    August 8, 2024

    UK investors poured £1.2bn into funds during June, after a drought of investment from the retail space, data from the Investment Association has revealed. Despite pulling over £24bn from funds throughout 2023, the first half of 2024 was a rare gem of success, with £1.7bn being added to funds over the six months. So where [...]

  • Investment in UK equities tumbles to record low as US sucks in new money

    August 1, 2024

    The amount allocated to UK equities by UK investment managers fell to a record low of 20 per cent in 2023, as the US continued to dominate new money coming into the market.

  • UK investor sentiment bounces back in March with first positive fund inflows

    May 2, 2024

    UK investors put their money into funds for the first time in the last year during March, funnelling £446m into the market.

  • Weapons investing is ‘ethical’, says Sunak. Is he right?

    April 24, 2024

    Prime Minister Rishi Sunak has defended the private sector investing in the weapons industry as "ethical", as an argument rages over whether sustainable investing can align with the global war industry.

  • UK investors missed the global rally in 2023 as they dumped equity funds for bonds

    March 19, 2024

    IA’s figures showed UK retail investors pulled £24.3bn from open-ended funds in 2023, although slightly better than the figure reported for 2022 it was still one of the highest and fastest levels recorded. 

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  • Is this the end of the private landlord?

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