Square Mile: Advisers increasingly seek inflation protection

Searches for Schroders declined in Q4

clock • 2 min read

Financial advisers increasingly sought funds offering inflation protection in the final quarter last year, according to Square Mile’s latest quarterly Market Intelligence Report.

Some 14.5% of all searches carried out within the Academy of Funds were inflation protection-focused, up from 4.5% the previous quarter. Meanwhile, funds with a focus on capital preservation also saw more interest, accounting for 13.2% of all searches in Q3. The most popular viewed outcome was - yet again - capital accumulation, however interest dropped considerably from 52.2% in Q3 to 39.9% in Q4. Interest in income stayed stable at 32.9%. Artemis Fund Managers registered a strong surge in renewed interest among advisers. It was the most popular group, accounting for 8.9% of views...

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

Autumn Budget 24: Reeves sets 20% IHT rate on AIM shares

Autumn Budget 24: Reeves sets 20% IHT rate on AIM shares

Chancellor unveils 50% relief

Cristian Angeloni
clock 30 October 2024 • 1 min read
Cash in Conversation: A poll for financial advisers

Cash in Conversation: A poll for financial advisers

Professional Adviser
clock 29 October 2024 • 1 min read
The challenges and opportunities for active managers

The challenges and opportunities for active managers

'We believe good active managers always have a place in a portfolio'

Darius McDermott
clock 29 October 2024 • 5 min read