Risk-averse investors shun equities and seek safety in bonds in April

Calastone Fund Flow Index

Emanuela Hawker
clock • 2 min read

Data from the latest Calastone Fund Flow Index has shown investors continue to exercise caution when it comes to equities, with the weakest start to a year for equity fund sales in the index's four-year history.

Despite the steady rise in global share prices since the beginning of 2019, Calastone's research has revealed this has done little to encourage investors to increase equity fund holdings. The year-to-date inflows into equity funds sits at a meagre £169m with £62.7m added last month, a "tiny drop in the ocean" compared to their total assets of £700bn. This compares to inflows of £4bn into equity funds between January and April last year, despite rocky stockmarkets. Calastone launches Fund Flow Index; finds weaker inflows in 2018 The FFI score for equity in April was 50.2 - just a...

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

More on Investment

7IM's Ben Kumar: When behavioural biases are not all they seem

7IM's Ben Kumar: When behavioural biases are not all they seem

Investment identity more important

Ben Kumar
clock 02 July 2025 • 3 min read
Aegon AM launches UK-domiciled global income fund

Aegon AM launches UK-domiciled global income fund

In response to client demand

clock 27 June 2025 • 1 min read
CCLA's Charlotte Ryland and Joe Hawkes: How to position for the end of the 90-day tariff pause

CCLA's Charlotte Ryland and Joe Hawkes: How to position for the end of the 90-day tariff pause

Focus on quality

Charlotte Ryland and Joe Hawkes
clock 26 June 2025 • 4 min read
Trustpilot