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...
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