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BUDGET FEARS SPUR RECORD EXODUS FROM EQUITY FUNDS

Fund Flow Index - December 2025

The most prolonged and most severe bout of equity-fund outflows continued unabated in November. Investors pulled a net £3.02bn from equity funds during the month, the second-worst month on record. This follows October’s worst ever month for equity funds (-£3.63bn) and extends to six months an unbroken run of withdrawals.

Key highlights from this month's FFI:

  • November equity fund outflows hit £3.02bn – second worst month on record after October
  • Investors have sold down equities for a record six consecutive months, totalling £10.39bn
  • Budget-day caused sudden halt to outflows
  • Funds investing in the UK and North America saw the largest outflows
  • Record inflows to safe-haven money-market funds suggest risk aversion is rife, despite strong equity markets