Investment company use by advisers on the rise post-RDR - research

Gearing still a concern

Victoria McKeever
clock • 1 min read

Adviser use of investment companies has been growing steadily since the Retail Distribution Review (RDR), according to research conducted by the Association of Investment Companies (AIC) in association with Unbiased.

This found more than two-fifths (43%) of advisers saying they now use investment companies in client portfolios, compared with 36% who said they used them pre-RDR. More than a third (35%) of the advisers canvassed said they held investment companies in their own portfolios. In addition, 16% of advisers suggested the problems faced by some open-ended property funds this year - with a number suspending dealing - had made them more likely to consider investment companies or real estate investment trusts as an alternative. Principal motivating factors for advisers when it came to invest...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Advisers expecting more of asset managers since Consumer Duty

Advisers expecting more of asset managers since Consumer Duty

‘We actually need to understand one another better’

Hope Coumbe
clock 28 March 2024 • 1 min read
Fears tech limitations could stall MPS on its upward trajectory

Fears tech limitations could stall MPS on its upward trajectory

‘There have been a few changes and challenges around growth in general’

Hope Coumbe
clock 27 March 2024 • 1 min read
Partner Insight: Beyond 60/40

Partner Insight: Beyond 60/40

Invesco
clock 27 March 2024 • 5 min read