Interest for capital accumulation funds rose among advisers over the first quarter of 2023, Square Mile’s latest quarterly Market Intelligence report has found.
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 Investment Week for free
Signup and gain exclusive members-only insights - all free of charge!
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes
