H1 2025 fund flows: Equity investors converge on passives
16 July 2025
Active equity strategies have failed to convince investors so far this year, FE data shows.
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Name | FE fundinfo Risk Score |
6 m (%) |
1 y (%) |
3 y (%) |
5 y (%) |
---|
Name | FE fundinfo Risk Score |
6 m (%) |
1 y (%) |
3 y (%) |
5 y (%) |
---|
Fund | FE fundinfo Risk Score |
6 m (%) | 1 y (%) | 3 y (%) | Focus | ||
---|---|---|---|---|---|---|---|
Vanguard LifeStrategy 60% Equity A Shares Acc | 70 | 2.7 | 6.9 | 23.2 | Mixed Asset | ||
Artemis Global Income I Inc | 115 | 19.9 | 31.4 | 84.3 | Equity | ||
Vanguard LifeStrategy 80% Equity A Shares Acc | 89 | 2.5 | 8.3 | 31.9 | Mixed Asset | ||
Artemis SmartGARP European Equity I Acc | - | 31.9 | 34.5 | 122 | Equity | ||
Royal London Sustainable World Trust C Acc | 104 | 2.4 | 7.6 | 37.1 | Mixed Asset |
Sector | 6 m (%) | 1 y (%) | 3 y (%) | 5 y (%) | ||
---|---|---|---|---|---|---|
IA Global | 1.0 | 6.4 | 33.9 | 53.9 |
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IA Global Equity Income | 3.5 | 9.4 | 34.3 | 63.8 |
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IA Europe Excluding UK | 12.2 | 9.7 | 48.5 | 55.8 |
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IA Mixed Investment 40-85% Shares | 3.4 | 6.1 | 23.2 | 33.0 |
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IA UK All Companies | 9.9 | 7.4 | 30.9 | 53.8 |
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Number of funds returned: 0
Rank | Name | Asset class | FE fundinfo Crown Rating |
FE fundinfo Risk Score |
Bid | Offer | Yield | 1 y (%) |
3 y (%) |
5 y (%) |
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Rank | Name | Asset class | FE fundinfo Crown Rating |
FE fundinfo Risk Score |
Bid | Offer | Yield | 1 y (%) |
3 y (%) |
5 y (%) |
---|
Rank | Name | 0-12 m (%) |
12-24 m (%) |
24-36 m (%) |
36-48 m (%) |
48-60 m (%) |
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Rank | Name | 0-12 m (%) |
12-24 m (%) |
24-36 m (%) |
36-48 m (%) |
48-60 m (%) |
---|
Rank | Name | YTD | 2024 (%) |
2023 (%) |
2022 (%) |
2021 (%) |
2020 (%) |
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Rank | Name | YTD | 2024 (%) |
2023 (%) |
2022 (%) |
2021 (%) |
2020 (%) |
---|
Rank | Name | FE fundinfo Crown Rating |
FE fundinfo Risk Score |
FE fundinfo Alpha Manager |
Morningstar Medalist Rating |
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Rank | Name | FE fundinfo Crown Rating |
FE fundinfo Risk Score |
FE fundinfo Alpha Manager |
Morningstar Medalist Rating |
---|
Rank | Name | Group Name | Asset class | Price | Yield | Currency | Alpha | Beta | Volatility | Sharpe | FE fundinfo Risk Score |
FE fundinfo Crown Rating |
Morningstar Medalist Rating |
FE fundinfo Alpha Manager |
SFDR Product Type | ISS Rating | 0-12 m (%) |
12-24 m (%) |
24-36 m (%) |
36-48 m (%) |
48-60 m (%) |
1 m (%) |
3 m (%) |
6 m (%) |
1 y (%) |
2 y (%) |
3 y (%) |
5 y (%) |
10 y (%) |
2024 (%) |
2023 (%) |
2022 (%) |
2021 (%) |
2020 (%) |
YTD | ![]() |
---|
Rank | Name | Group Name | Asset class | Price | Yield | Currency | Alpha | Beta | Volatility | Sharpe | FE fundinfo Risk Score |
FE fundinfo Crown Rating |
Morningstar Medalist Rating |
FE fundinfo Alpha Manager |
SFDR Product Type | ISS Rating | 0-12 m (%) |
12-24 m (%) |
24-36 m (%) |
36-48 m (%) |
48-60 m (%) |
1 m (%) |
3 m (%) |
6 m (%) |
1 y (%) |
2 y (%) |
3 y (%) |
5 y (%) |
10 y (%) |
2024 (%) |
2023 (%) |
2022 (%) |
2021 (%) |
2020 (%) |
YTD |
---|
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