Leader: New guard make their mark in the funds market

New guard make their mark

clock • 2 min read

The Pridham Report is a longstanding and reliable barometer of industry trends. This list of the top fund groups by gross and net retail fund sales is generally dominated, unsurprisingly, by the biggest players in the UK marketplace, although recently the balance of power had begun to shift.

Here is a snapshot of the past three years: Q1 2012 saw M&G, SLI, Threadneedle, BNY Mellon and BlackRock topping the net retail sales chart. In Q1 2013, SLI was the leader, while BNY Mellon, Cazenove, and BlackRock completed the top four. In Q1 2014, OMGI was top of the list, with SLI second, while Henderson, Schroders, Artemis, and Barings also featured. Recently, the established names have been giving away some ground. In Q1 this year, two new entrants to the fund space, plus a boutique, commanded a decent chunk of retail assets. One of these new entrants is Woodford Investm...

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

Partner Content: Is the interest rate descent the time to harvest bonds?

Partner Content: Is the interest rate descent the time to harvest bonds?

Markets expect interest rates to fall this year, offering investors the strongest opportunity for fixed income seen for a long time. Watch this video podcast to learn how best to harvest this exciting opportunity.

Sarka Halas
clock 28 March 2024 • 1 min read
Partner Insight: How effective are impact investments?

Partner Insight: How effective are impact investments?

Impact investing has transformed over the past decade, giving investors the opportunity to pursue both financial returns and social and environmental outcomes.

Sarka Halas
clock 27 March 2024 • 2 min read
Partner Insight: High-yield investors should keep a close eye on the default cycle

Partner Insight: High-yield investors should keep a close eye on the default cycle

As central banks start to think about cutting interest rates, forecasts for a peak in credit default rates are not far behind — and could happen sooner than expected, says Wellington Management’s Alex King.

Sarka Halas
clock 27 March 2024 • 2 min read
Trustpilot