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Square Mile: Adviser Interest in Income Strategies Falls as Capital Accumulation Surges

Square Mile: Adviser Interest in Income Strategies Falls as Capital Accumulation Surges
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United kingdom generalUnited kingdomCity ofScott dakersWs amati united kingdom listed smaller companiesBusiness developmentUnit trust managersIa united kingdom all companiesAcademy of fundsInvesco asiaFidelity special valuesCity of london investmentUnited kingdom smaller companies growthMarket intelligence reportSquare mileFirst sentier

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.

United kingdomScott dakersSquare mile fund dashboardUnit trust managersSquare mile academy of fundsAcademy of fundsIa united kingdom all companiesSquare mileSquare mile academyBluebay impact aligned bondFund dashboardAegon asset managementKingdom all companiesStrategic bondAbsolute returnAsset management

Q4 Square Mile MI Report: Advisers Split between Capital Accumulation and Income

Q4 Square Mile MI Report: Advisers Split between Capital Accumulation and Income
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United kingdomNew zealand generalNew zealandScott dakersSquare mile academy of fundsIa united kingdom all companiesUnit trust managersWs amati united kingdom listed smaller companiesAcademy of fundsSquare mile fund dashboardBusiness developmentSquare mileSquare mile academyBluebay impact aligned bondEdentree responsibleSustainable short dated bond

L&G UK Property reduces spread due to low likelihood of property purchases

L&G UK Property has reduced the spread due to a “low likelihood” it will make any property purchase in the near term due to continued net redemptions

Lee tomsUnit trust managersGeneral unit trust managersEgal amp general unit trust managersL ampg uk propertyUk propertyOpen ended property