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

Chris Justham: Why the investment industry is failing

Chris Justham: Why the investment industry is failing

'This is actually a criticism of the investment industry. We are failing'

Chris Justham
clock 19 February 2025 • 3 min read
Partner Insight:  Unlocking value: The essential guide on how to manage the transition

Partner Insight: Unlocking value: The essential guide on how to manage the transition

Schroders' Tim Carr and Ghislaine Perry discuss how to evaluate the need for change, key points to consider when choosing the right investment partner and how to manage the transition.

Schroders
clock 13 February 2025 • 2 min read
Watch Professional Adviser's Working Lunch on the Baillie Gifford American fund - 'The Ostrich, the Index, and Us: seeking exceptional US growth in a top-heavy market'

Watch Professional Adviser's Working Lunch on the Baillie Gifford American fund - 'The Ostrich, the Index, and Us: seeking exceptional US growth in a top-heavy market'

Catch up on the discussion

Professional Adviser
clock 10 February 2025 • 1 min read