Adviser interest in capital accumulation continues growth

Quarterly report is a register of viewing patterns among advisers

Sahar Nazir
clock • 2 min read

There has been continued growth in advisers’ interest in capital accumulation funds during the second quarter of 2023, according to Square Mile's latest Market Intelligence report.

The report found that research into strategies with the potential of delivering this investment outcome accounted for more than half of all searches within the academy of funds (50.9%), up from 45% in the first quarter. While the share of income as a search term remained flat at 35.8%, Square Mile found that the interest in capital preservation and inflation protection continued to decline, falling from 12.5% to 9.4% and 7.5% to 3.8% respectively. Meanwhile, Square Mile's fund dashboard found an increased interest in the use of the ‘opinion' pillar as a primary access point at 47.7%, ...

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 Your profession

Farage ditches £90bn tax cut pledge to focus on 'fiscal restraint' - report

Farage ditches £90bn tax cut pledge to focus on 'fiscal restraint' - report

Reform UK will prioritise spending cuts over borrowing

Sahar Nazir
clock 13 October 2025 • 2 min read
Advice firms turn to early intervention as section 166 reviews on the rise

Advice firms turn to early intervention as section 166 reviews on the rise

Kennedy’s lawyers tell Professional Adviser

Sahar Nazir
clock 13 October 2025 • 5 min read
Autumn Budget 2025: Chancellor must look to tax reform and avoid 'exacerbating' existing problems – IFS

Autumn Budget 2025: Chancellor must look to tax reform and avoid 'exacerbating' existing problems – IFS

The updates advisers need in the run up to the Autumn Budget 2025 on 26 November

Professional Adviser
clock 13 October 2025 • 1 min read