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

PA Asks: Are you worried about losing clients to targeted support?

PA Asks: Are you worried about losing clients to targeted support?

FCA outlined targeted support plans on Monday

Professional Adviser
clock 02 July 2025 • 1 min read
Aveni forms AI advisory board with wealth management leaders

Aveni forms AI advisory board with wealth management leaders

Senior execs from Aviva’s Succession Wealth, Schroders Personal Wealth, 7IM and Rathbones join forum

Sahar Nazir
clock 01 July 2025 • 2 min read
Majority of UK wealth management sector eyes acquisitions this year

Majority of UK wealth management sector eyes acquisitions this year

Continued appetite and momentum in M&A space

Isabel Baxter
clock 30 June 2025 • 3 min read