Archive

02 Oct

Posted at 08:30h in
The UK fund industry is the largest domestic and most dynamic fund market in Europe with assets of £1.2trn (June 2018). Fund groups from all over the world arrive in the UK to sell their funds, but find it difficult to gain a foothold. On the surface the distribution opportunities seem substantial, but the landscape is complex, multi-layered and advice-driven and fund groups will need multi-channel strategy to succeed.

25 Sep

Posted at 10:44h in
Fundscape has just published Navigating the post-RDR landscape in the UK, a report commissioned by Alfi to assess the impact of RDR on the UK and its potential impact (in the form of MiFID2) on the European fund industry. It is available  to all industry professionals at no charge. The Alfi press release is available here.  To view the presentation click here. Click on image below to download the full report.

05 Jun

Posted at 09:43h in
With stock markets soaring and the ISA season in full swing, there were reasons to expect a bullish start to the year. However, austerity measures and advisers getting used to life under RDR put a brake on flows. According to the quarterly Distribution Report, gross sales across the fund distribution universe were £28.2bn in the first quarter of the year, down 2% on the previous quarter. But net sales dropped even more markedly to £3bn, a 34% fall on the previous quarter. ISA sales were particularly disappointing. Click here to read or download the full press release.

30 Nov

Posted at 13:09h in
Fundscape's Q3 Distribution Report has just been published.  Overall, it was a difficult third quarter for fund distribution.  Gross sales totalled £22.1bn and were down 5% in the previous quarter and also in the same period in 2011. but highlighting the lack of sticky business was the fact that net sales fell 41% to £2bn.  The press release is available here.

31 May

Posted at 12:11h in
After a difficult final quarter in 2011, UK fund distribution was back on track with gross sales up 35% to £25.3bn and net sales up a whopping 147% to £4bn. However, personal pension business and not ISAs were the best products of the quarter. Click here to download the full press release.

01 Mar

Posted at 16:23h in
Click here for the Pridham press release for the fourth quarter of 2011. Click here for the Platform press release for the fourth quarter of 2011. Click here for the Distribution press release for the fourth quarter of 2011.

17 Mar

Posted at 14:29h in
Fund investment has become the cornerstone of UK consumers’ savings and investment strategies over the last three years. Low-interest rates, falling residential property values and the withdrawal of National Savings & Investments Index-Linked Savings Certificates is encouraging people to look to investment funds for both income and capital growth to maintain the real value of their savings.