Fixed income funds attracted inflows of $17.3 billion, reflecting a strong demand for yield and capital preservation. Notably, July 2025 saw a peak in fixed income fund performance, with inflows reaching $3.2 billion.
As market conditions improved throughout the year, there was a resurgence in equity fund investments. From August onwards, equity funds consistently netted inflows, totaling over $9.9 billion by year's end. This trend indicates a renewed investor confidence and a willingness to engage with riskier assets as inflationary pressures eased.
Multi-asset funds also gained traction in the latter half of 2025, recording $2.9 billion in inflows. The peak occurred in July, with $970 million, signaling a strategic move by investors towards diversified portfolios.
Marsha Lee, head of Australia and New Zealand at Calastone, noted that investors remained active throughout 2025, leaning into fixed income for stability and steadily rebuilding equity and balanced allocations as conditions improved.
For a comprehensive analysis of these trends, refer to the Financial Standard's detailed report.
