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

Advisers remain optimistic despite uncertainty

Advisers remain optimistic despite uncertainty

Natixis Investment Managers’ 2026 Finance Adviser’s survey finds

Sophia Panayi
clock 24 June 2026 • 4 min read
Financial adviser jailed for 11 years after £2m fraud

Financial adviser jailed for 11 years after £2m fraud

Timothy ‘Paul’ Barnes defrauded acquaintances, clients and a charity

Jen Frost
clock 23 June 2026 • 2 min read
Deputy editor's view: A Skilled Person Review sparks headlines

Deputy editor's view: A Skilled Person Review sparks headlines

The deputy editor's Friday Night Takeaway from 19 June

Jenna Brown
clock 22 June 2026 • 2 min read