Engelske ansvarlige investeringsfonde (ESG) oplevede et rekord nettosalgssalg på 7,1 mia. pund i år til og med 3. kvartal. Det er en stigning fra £ 1,9 mia pund i forhold til de første tre kvartaler af 2019. Det oplyser den engelske Investment Association
Britiske opsparere investerede samlet 5,3 mia. engelske pund i detailfonde i 3. kvartal 2020. Det er mere end tre gange nettosalget i 3. kvartal 2019 (1,2 mia. £) ifølge de seneste tal offentliggjort i dag af Investment Association (IA). De andre vigtige fund:
- Ansvarlige investeringsfonde oplevede et nettosalgssalg på 7,1 mia. Pund i år til dato. Dette er steget fra £ 1,9 mia. I de første tre kvartaler af 2019.
- Obligationsfonde fortsatte med at se et stærkt nettosalgssalg på 1,2 mia. £ i september, styrket af den globale obligationssektors rekordsalg på £ 937 mio.
- Aktive fonde oplevede et positivt nettosalgssalg på £ 336 mio. I september 2020, mens nettosalget til trackerfonde forblev konstant stærkt på £ 1,3 mia.
Chris Cummings, administrerende direktør for Investment Association, sagde:
”Hidtil har året været rekordinvestering i ansvarlige investeringsfonde med over £ 7 mia. Investeret i fonde, der overvejer deres bredere indvirkning på verden. I et år overskygget af usikkerhed er ansvarlige investeringsfonde et fyrtårn for, hvordan sparere kan sætte deres penge i arbejde for at støtte positive ændringer globalt, og vores branche kan være stolt af, at disse fonde når nye højder af popularitet.
”Det er også opmuntrende, at siden detailsalgsstrømmen i marts fortsatte nettosalget med at komme sig tilbage til september. Det er stadig at se, hvor signifikant nye COVID-19-begrænsninger og lockdowns, der pålægges overalt i Storbritannien og internationalt, vil påvirke investorernes adfærd, når vi går mod slutningen af 2020. ”
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BEST SELLING INVESTMENT ASSOCIATION SECTORS
The five best-selling Investment Association sectors for September 2020 were:
- Global Bonds was first with net retail sales of £937 million.
- Global was second with net retail sales of £474 million.
- Mixed Investment 40-85% Shares followed with net retail sales of £390 million.
- Volatility Managed was fourth with net retail sales of £185 million.
- UK Gilts was fifth with net retail sales of £94 million.
The worst-selling Investment Association sector in September 2020 was Targeted Absolute Return with an outflow of £266 million.
NET RETAIL SALES BY ASSET CLASS
Fixed Income was the best-selling asset class in September 2020 with £1.2 billion in net retail sales.
Mixed Asset was the second best-selling asset class, with £423 million of inflows.
Money Market funds experienced £281 million of inflows.
Property funds however experienced £18 million in net retail outflows.
Equity funds followed with net retail outflows in September of £93 million.
Other funds (which includes the Targeted Absolute Return, Volatility Managed, and Unclassified sectors) experienced £161 million of net retail outflows in September.
NET RETAIL SALES OF EQUITY FUNDS BY REGION*
Global was the best-selling equity fund region in September 2020, with net retail sales of £184 million.
North America funds were second, seeing net retail inflows of £69 million.
Europe funds came next with net retail inflows in September of £40 million.
Asia funds experienced net retail outflows of £8 million.
Japan funds saw net retail outflows of £145 million.
UK funds saw net retail outflows of £321 million.
TRACKER FUNDS
Tracker funds saw a net retail inflow of £1.3 billion in September 2020. Tracker funds under management stood at £239 billion as of the end of September. Their overall share of industry funds under management was 18.1%.
RESPONSIBLE INVESTMENT FUNDS
Responsible investment funds saw a net retail inflow of £975 million in September 2020. Responsible investment funds under management stood at £40 billion as of the end of September. Their overall share of industry funds under management was 3%.
GROSS RETAIL SALES BY DISTRIBUTION CHANNEL
In September, gross retail sales for UK fund platforms totalled £11 billion, representing a market share of 48%.
Gross retail sales through Other UK Intermediaries including IFAs were £6.8 billion, representing a market share of 29%.
Direct gross retail sales in September were £1.3 billion, representing a market share of 6%.
