As the investment landscape shifts, investors remain dangerously concentrated in the last decade’s winners. With inflation expectations and valuations where they are, investors must adjust their return expectations or their portfolios
Mixed Asset funds top IA sector flows
Higher bond yields did not deter investors
£49.6bn of investments lies in poor performing funds
Latest Morningstar monthly flow figures
Boosts AUM by £1.2bn
20% higher than previous record
Equity funds return to positive net flows