IA stats: Investors pile into risk-managed funds

November flows

clock • 2 min read

Retail investors piled into risk-managed funds in November, with the Volatility Managed sector the best-seller for the first time since its launch in 2017, according to the latest Investment Association (IA) statistics.

The Volatility Managed sector saw a record high of £411m in net retail sales, more than double the average monthly inflows since its launch and comprising a quarter of all fund sales. In second and third place were the Mixed Investment 40-85% Shares and North America sectors with net sales of £299m and £292m respectively. The Targeted Absolute Return sector was the worst seller with outflows of £656m. Meanwhile, investors flocked back to UK equities, with net retail sales of UK equity funds reaching a six-month high in November. The asset class saw its best month of net retail sale...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Chris Justham: Join the investment rebellion

Chris Justham: Join the investment rebellion

Let's start with a game of 'Are you as rational as you think you are?'

Chris Justham
clock 17 September 2025 • 3 min read
Muted response as Labour names Grimsby Town FC co-owner next investment minister

Muted response as Labour names Grimsby Town FC co-owner next investment minister

After the sudden exit of Poppy Gustafsson last week

Eve Maddock-Jones
clock 08 September 2025 • 2 min read
Hargreaves Lansdown and Schroders to launch double LTAF offering

Hargreaves Lansdown and Schroders to launch double LTAF offering

From next week

Eve Maddock-Jones
clock 08 September 2025 • 2 min read