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