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War in Iran hit investor confidence in June, but did not cause panic

Fund Flow Index - July 2025

War in the Middle East deterred investors in June, but did not cause panic. Equity funds saw outflows of £98m during the month (inflow of £525m in May), while bond funds saw inflows fall to £195m (£328m in May) and safe-haven money markets saw inflows rise to £218m (£85m in May).

Key highlights from this month's FFI:

  • Equity funds saw outflows of £98m and safe-haven money market funds saw inflows rise
  • No evidence of panic: a buyers’ strike caused capital to leave equity funds, not increased selling
  • UK-focused funds and global funds saw the strongest outflows
  • Special focus on active v passive funds:
    • The switch to passive equity funds is accelerating
    • Since 2015, £86bn has been added to passive equity funds – half of this in the last two years alone
    • Since 2015, £21bn has been added to active funds, but in the last two years, £9bn has been withdrawn
    • In June, investors committed £1.3bn of new capital to passive funds, focusing their selling on active ones and withdrawing £1.4bn