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

AJ Bell cuts fees across multi-asset income range

AJ Bell cuts fees across multi-asset income range

£1.5bn of inflows this year

Beth Brearley
clock 14 November 2024 • 1 min read
Tatton AM launches range of passive funds as AUM surpasses £20bn

Tatton AM launches range of passive funds as AUM surpasses £20bn

Net flows double from last year

Cristian Angeloni
clock 13 November 2024 • 1 min read
Mabel Insights adds DFM partner

Mabel Insights adds DFM partner

Additional Waverton data to be available on comparison site

Jen Frost
clock 12 November 2024 • 2 min read