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

RBC Brewin Dolphin expands MPS range

RBC Brewin Dolphin expands MPS range

Seven risk-rated portfolios combine active and passive strategies

Sahar Nazir
clock 23 June 2025 • 1 min read
Why Gen Z still trusts financial advisers in the age of finfluencers

Why Gen Z still trusts financial advisers in the age of finfluencers

A digital generation with a human touch

Sahar Nazir
clock 23 June 2025 • 4 min read
AJ Bell launches mobile-first adviser platform to tackle advice gap

AJ Bell launches mobile-first adviser platform to tackle advice gap

AJ Bell Touch aims to offer secure advice delivery for lower-value clients

Sahar Nazir
clock 23 June 2025 • 2 min read