Q1 Allocator GP Communication Preferences Survey
- Launch
- 31 March 2027
- Duration
- Less than 10 minutes
Focused Fund Industry Insights
Slide 1 of 5: "Not paid for the risk": UK wealth managers pull more than £2bn from investment-grade credit. Who is cutting their allocation, and where is the money going?
Featured Insights
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"Not paid for the risk": UK wealth managers pull more than £2bn from investment-grade credit. Who is cutting their allocation, and where is the money going?
AJ Bell, St. James's Place and Saltus have all cut investment-grade credit since the start of October, saying the extra yield over government bonds no longer pays for the risk. The money is going into gilts, global government bonds, UK equities and more flexible bond funds.
- Allocation change
- Bond Funds
- Government Bonds
15 Oct 20262 min read5 sources
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Local authority pool launches £1.2bn global equity search with a tilt to quality
The pool is seeking two to three active managers, with a shortlist expected before year end and a clear preference for concentrated, quality-biased portfolios.
- UK
- Pensions
- Public
13 Oct 20265 min read3 sources
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Are UK fund buyers returning to emerging markets? EM funds buck September's equity outflows as Omnis, Rowan Dartington and Saltus add
Emerging market equity funds took £133m in September while UK equity funds overall lost £858m. Omnis, Rowan Dartington, Quilter's Cirilium team and Saltus have been adding EM funds, while SJP trimmed index EM exposure.
- Allocation change
- Emerging Market Equities
- Fund Flows
15 Oct 20262 min read11 sources
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Are UK fund selectors turning back to active managers as index concentration rises?
Quilter Investors, Tacit Investment Management and Mattioli Woods have moved money from index trackers into active funds, citing concentration in equity indices. Retail flows in August still favoured trackers.
- Active vs Passive
- Allocation change
- MPS
15 Oct 20262 min read7 sources
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UK investors lead record European gold ETF buying as multi-asset fund managers add gold and miners
European gold ETFs took in $3.6bn in September, with the UK the largest contributor, taking Q3 buying to a record. Omnis, Pacific Asset Management and Zugerberg Finanz have added gold or miners, and Quintet keeps a tactical overweight.
- Allocation change
- Commodities
- ETFs
15 Oct 20261 min read5 sources
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