Nevertheless, this doesn’t inform the entire story, as actively managed funds shed £24.13m whereas index-tracking funds noticed modest inflows of £525m.
This displays the expansion in passive belongings throughout the market, which have grown from 7.1% of UK mutual fund and ETF belongings in 2004 to 26% in 2023.
Fairness fund flows hit three-year excessive at £2.6bn in February
Has this been the appropriate transfer? I used Lipper for Funding Administration evaluation to check the returns of index monitoring and actively managed Fairness UK funds between 2014 and 2023 towards their benchmarks, over discreet annual three-year and fi…