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...

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Jen Frost
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Jen Frost

Editor at Professional Adviser

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