In the dynamic landscape of UK fund management, staying ahead is not just an advantage, it is imperative.
This is why it is so vital for managers to have a clear picture of who is buying which funds and why. And, perhaps more importantly, which players are winning and which are having a harder time.
For nearly 20 years, the Pridham Report has been providing this intelligence, leveraging data supplied by over 40 of the largest fund groups operating in the UK and covering over £1 trillion in assets.
The latest report told us that Q2 ended with a sense of optimism, with nearly six in 10 (59%) of the UK’s largest funds groups growing net sales – the third straight quarter this figure has exceeded 50%.
But what should fund managers be looking out for in Q3? Based on the data, our advice would be to keep four key themes front of mind.