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: Which party manifesto proposals for FS do you favour?

PA Asks: Which party manifesto proposals for FS do you favour?

This week’s poll also looks at the lifetime allowance and NI cuts

Professional Adviser
clock 17 June 2024 • 1 min read
Building trust: How to support clients going through a divorce

Building trust: How to support clients going through a divorce

'Hardest part of our job is telling the client what they don't want to hear'

Tamara Glanvill
clock 14 June 2024 • 4 min read
Majority of un-advised with stock investments have no financial plan

Majority of un-advised with stock investments have no financial plan

‘Many are realising the need for expert financial support in later life’

Hope Coumbe
clock 12 June 2024 • 1 min read