Latest Net Flows News

Netwealth has broadened its partnership with Morgan Stanley Wealth Management Australia by providing a new domestic platform for ASX equities and investments, underpinning robust FY26 fund inflows and an optimistic FY27 outlook.

GQG Partners saw its total funds under management decline to USD 163.3 billion at the end of May 2026, dragged down by net client withdrawals and negative investment returns across core strategies.

Regal Partners showcased its diversified $21 billion funds under management and ongoing growth momentum at the Macquarie Australia Conference, emphasising strong inflows, product innovation, and offshore expansion.

InvestSMART Group’s total Funds Under Management fell to $712 million in Q3 FY2026, weighed down by market dips and underperforming ETFs, even as subscriber revenue nudged higher and account numbers grew.

Perpetual Limited weathered a turbulent March quarter with a 3.6% drop in assets under management to A$219.2 billion amid currency pressures and outflows, while advancing the sale of its Wealth Management business to Bain Capital.

Netwealth delivered a resilient March quarter with $4 billion in net inflows, pushing total funds under administration to $125.8 billion despite a 3.7% market dip. Growth in Managed Accounts and new intermediary relationships underpin ongoing momentum.

Australian Ethical’s funds under management slid 3.7% to $13.57 billion in Q3 2026 amid market volatility, but the firm bolstered growth with a new $125 million private markets fund backed by the Clean Energy Finance Corporation and solid middle market client wins.

GQG Partners reported a decline in funds under management to USD 162.5 billion at the end of March 2026, driven by significant net outflows partially offset by strong investment returns amid market volatility.

Magellan Financial Group's assets under management fell to A$37.5 billion as of 31 March 2026, reflecting net outflows and market impacts across retail and institutional funds.

Australian Ethical Investment Limited has reported a robust half-year performance, with profits and funds under management hitting new highs, underpinned by strategic platform upgrades and sustained net inflows.

Netwealth Group Limited has reported a robust first half of FY26, with record funds under administration and a significant increase in dividends, underpinned by strong inflows and strategic technology investments.

GQG Partners reported a rise in Funds Under Management to USD 165.7 billion as of January 2026, buoyed by strong investment performance despite notable net outflows during the month.