Adviser interest in income-related funds drops
Financial adviser interest towards income-related funds has dropped whilst at the same time there has been increased attention in capital accumulation funds.
Source: moneymarketing.co.uk
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Advisers split between capital accumulation and income funds
Advisers turned their attention equally to funds which aim to deliver capital accumulation as to those with the promise of income in Q4 2023, Square Mile has found.
Source: professionaladviser.com
Adviser interest in capital accumulation continues growth
There has been continued growth in advisers’ interest in capital accumulation funds during the second quarter of 2023, according to Square Mile's latest Market Intelligence report.
Source: professionaladviser.com
Clicks for ESG research drop as advisers hunt for capital accumulation opportunities
Interest in responsible funds almost halved throughout Q2 2023, according to Square Mile’s latest Market Intelligence report.
Source: investmentweek.co.uk
Square Mile launches six passive model portfolios
Square Mile Investment Services has launched a range of six passive model portfolios in preparation for the introduction of Consumer Duty.
Source: investmentweek.co.uk