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Monthly Trend Summary

June 2023

Hong Kong Retail net flows remained positive in June, totalling US$173m, bringing the year-to-date net flow total to US$2.3B.

Bond funds continue to be the source of positive net flows, gathering US$421m for the month, more than offsetting the negative net flows from Mixed Asset and Equity funds.

Gross sales increased to US$4.9B for the month. Year-to-date total reached US$29.5B.

Daniel Willmott, Broadridge

Data

Total Sales and Redemptions – past 12 months (in US$ million)

As of June 2023

  • Key
  • Sales
  • Redemptions

Gross Retail Sales to HK Investors (by % and US$)

June 2023

Key

  • Mixed Assets North America (17.8%)
  • Bonds Global (13.1%)
  • Bonds North America (11.5%)
  • Mixed Assets North America (7.8%)
  • Equities Global (7.7%)
  • Equities Sectors & Themes ex-Asia Pacific (5.4%)
  • Bonds High Yield Global (4.3%)
  • Bonds Asia Pacific (3.8%)
  • Equities Asia Pacific (3.5%)
  • Money Market Other (3.2%)
  • Other (21.9%)

Gross Retail Redemptions by HK Investors (by % and US$)

June 2023

Key

  • Mixed Assets North America (17.7%)
  • Bonds Global (9.6%)
  • Mixed Assets North America (8.8%)
  • Bonds Asia Pacific (7.3%)
  • Equities Global (6.7%)
  • Equities Sectors & Themes ex-Asia Pacific (6.3%)
  • Mixed Assets Asia Pacific (5.3%)
  • Bonds North America (4.9%)
  • Equities Asia Pacific (4.8%)
  • Bonds High Yield Global (4.6%)
  • Other (24.1%)

Sales & Redemptions Data Source

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Download data (.xlsx)

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01 10 2023 12:35:24pm