Cofunds figures highlight Cautious 2007

clock

Advisers switched to a cautious investment approach as the markets took a turn during the middle of the year, new figures reveal.

Cofunds has released its 2007 sales figures to the end of November, showing Cautious Managed was the most popular sector, with 29.5% of sales. The Specialist sector, which includes Property, was next with 18.8%. It was the best seller for the first six months, but net sales were down to zero by the end of November. UK Equity Income, a perennially strong sector, followed with 15.2%. The Cofunds figures also showed the top three selling individual offerings were the Invesco Perpetual High Income, Invesco Perpetual Income and New Star International Property funds. “The changing pattern of ...

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

Darius McDermott: The line between resilience and risk

Darius McDermott: The line between resilience and risk

'Trump has, for the most part, chickened out'

Darius McDermott
clock 29 July 2025 • 5 min read
Watch Professional Adviser's Working Lunch with Baillie Gifford - A compelling opportunity: The UK is on offer

Watch Professional Adviser's Working Lunch with Baillie Gifford - A compelling opportunity: The UK is on offer

Catch up on the discussion

Professional Adviser
clock 29 July 2025 • 1 min read
Advisers look to capital accumulation in Q2 2025

Advisers look to capital accumulation in Q2 2025

Interest in inflation protection nudges up

Jen Frost
clock 18 July 2025 • 3 min read