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RECORD POST-BUDGET INFLOWS TO EQUITY FUNDS AS INVESTORS AVOID THE TAX HIKES

Fund Flow Index - December 2024

After October’s record outflows, prompted by fears, subsequently justified, that the Chancellor would hike capital gains tax, November in turn saw equity-fund inflows at all-time highs, breaching the £3bn mark for the first time. The two months mirrored each other closely. October’s net selling was £2.71bn as investors took profits, while November’s net buying was £3.06bn as investors reinvested all the funds they had withdrawn the month before.

Key highlights from this month's FFI:

  • November net buying of equity funds surged to a record £3.06bn
  • The inflow exactly matched the pre-Budget record outflow as investors banked their profits to avoid CGT increases
  • UK-focused equity funds saw their first inflows in 42 months, but this is unlikely to mark a renewed turnaround for the unloved UK market
  • Fixed income funds saw net buying increase as investors sought to lock into high yields