Adviser interest in capital accumulation funds shoots up

Findings on adviser interest from Square Mile for the first quarter

Valeria Martinez
clock • 2 min read

Interest for capital accumulation funds rose among advisers over the first quarter of 2023, Square Mile’s latest quarterly market intelligence report shows.

Research into capital accumulation funds accounted for 45% of all views within the firm's Academy of Funds, followed by income, which stayed largely consistent with the last quarter of 2022 at 35%. Out of the five most viewed funds, two UK equities funds ranked in third and fourth place respectively: the Jupiter UK Special Situations and ES R&M UK Recovery funds, both value-oriented strategies.  The Aegon Diversified Monthly Income fund, a multi-asset vehicle targeting income, was the most viewed fund over the quarter, followed by Havelock Global Select, a global equity fund with a ca...

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

Partner Insight: Smoothing the client investment journey to and through retirement

Partner Insight: Smoothing the client investment journey to and through retirement

There are multifaceted challenges that can impact a pension portfolio’s performance and a client’s investment mindset. Smoothed funds offer a potential solution, says Claire Altman, managing director for Individual Retirement Solutions at Standard Life.

Sarka Halas
clock 12 March 2025 • 3 min read
Aberdeen looks to merge two MyFolio fund ranges

Aberdeen looks to merge two MyFolio fund ranges

MyFolio Market and MyFolio index to be combined

Sorin Dojan
clock 11 March 2025 • 2 min read
The wonder women from Fundcalibre's rated funds list

The wonder women from Fundcalibre's rated funds list

'These two top-rated women have been quietly delivering for investors for the long term'

Darius McDermott
clock 06 March 2025 • 5 min read