Advisers split between capital accumulation and income funds

A major shift in adviser research into individual funds over Q4 2023

Isabel Baxter
clock • 4 min read

Advisers turned their attention equally to funds which aim to deliver capital accumulation as to those with the promise of income in Q4 2023, Square Mile has found.

Square Mile's MI report, a register of viewing patterns among advisers using its Academy of Funds, found that these two outcomes each accounted for 40.6% of adviser searches via the Square Mile Academy of Funds, representing a cooling of interest in income strategies (46.7% in Q3) and an uptick for capital accumulation (33.3% in Q3). The report also found that there was a major shift in adviser research into individual funds over Q4. Among strategies with an explicit responsible investment mandate, interest in the BlueBay Impact Aligned Bond fund increased considerably relative to the pr...

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

Fairstone refines buyout terms to focus on high-growth potential IFAs

Fairstone refines buyout terms to focus on high-growth potential IFAs

Updated DBO model to ‘support increased valuations’

Jenna Brown
clock 30 April 2025 • 2 min read
L&G drops fracture cover in critical illness and income protection overhaul

L&G drops fracture cover in critical illness and income protection overhaul

Increased pay out amounts

Jaskeet Briah
clock 29 April 2025 • 3 min read
Advisers could add 20 more clients annually with AI support

Advisers could add 20 more clients annually with AI support

Early adoption of artificial intelligence tools is boosting adviser efficiency

Sahar Nazir
clock 28 April 2025 • 2 min read