Advisers zoom in on capital preservation strategies

Q4 bucked 2024 trend, Square Mile finds

Jen Frost
clock • 3 min read

Almost one in five (18.8%) searches on the Square Mile Academy of Funds focused on capital preservation in Q4 2024, signalling a trend reversal that suggests advisers are considering more defensive positioning.

Prior to Q4, research into capital preservation strategies had declined quarter-on-quarter over the course of the year.  Searches for funds with this objective were up by 12.2 percentage points, rising from just 6.6% in Q3. Capital allocation and income retained the top outcomes spots by searches, at 39.6% and 37.5% respectively. However, their overall share dropped from 45.9% and 42.6%, according to Square Mile's quarterly Market Intelligence Report. Inflation protection was the least searched fund type, accounting for 4.2% and down from 4.9% in Q3. This suggests that advisers no lon...

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 Investment

FCA proposes 'targeted and proportionate' changes to listing rules for closed-ended funds

FCA proposes 'targeted and proportionate' changes to listing rules for closed-ended funds

Consultation runs into August

Michael Nelson
clock 26 June 2026 • 5 min read
Big games, big names… and smaller companies

Big games, big names… and smaller companies

'Brazil should be looking to the future rather than to the past'

Gabriel Sacks
clock 22 June 2026 • 4 min read
Why should investors back China in the worldwide robotics race?

Why should investors back China in the worldwide robotics race?

The race to identify Asia's hidden gems

Xin-Yao Ng
clock 19 June 2026 • 5 min read