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Dewi John: Equity takes a trip – in an ethical way


Dewi John: Equity takes a trip – in an ethical way
You may not be going abroad any time soon – but here is why your equity allocation is likely to
The big success story of late has been global equities. The Refinitiv Lipper classification Equity Global has raked in £16.9bn from UK investors over the 12 months to the end of March. That is heavily loaded towards the back end, with £5.5bn in the last quarter of 2020 and £6.5bn in the first quarter of 2021.
Global equities’ popularity is not simply a facet of the broader asset class. Asset allocators and academics have long mourned investors’ home bias to the detriment of optimising risk-adjusted returns. That is certainly not the case now, as Equity UK has shed £1.8bn over the past year – losing £2.2bn in the first quarter of 2021 alone – despite the rally in the shares of UK PLC. ....

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UK Sustainable Fund Flows Surge


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UK Funds Still Out of Favour in 2021


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