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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.

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Adviser interest in capital accumulation funds shoots up

Interest for capital accumulation funds rose among advisers over the first quarter of 2023, Square Mile’s latest quarterly market intelligence report shows.

New zealand generalNew zealandUnited kingdomBaillie giffordJupiter unit trust managersIa united kingdom all companiesAcademy of fundsJupiter united kingdom special situationsAegon diversified monthly incomeHavelock global selectWellington global impact bondSentier investorsKingdom all companiesStrategic bondPremier mitonAbrdn global corporate bond tracker

Square Mile: Interest for capital accumulation funds among advisers ticks up in Q1

Interest for capital accumulation funds rose among advisers over the first quarter of 2023, a Square Mile report has found.

United kingdomNew zealand generalNew zealandBaillie giffordJupiter unit trust managersSquare mile fund dashboardIa united kingdom all companiesAcademy of fundsJupiter united kingdom special situationsAegon diversified monthly incomeHavelock global selectWellington global impact bondSentier investorsFund dashboardKingdom all companiesStrategic bond

Square Mile MI Report: adviser interest returns to Capital Accumulation in Q1 2023

Square Mile's quarterly MI Report is an extensive register of viewing patterns among advisers using the Academy of Funds, a depository of insight and opinion

United kingdomNew zealand generalNew zealandBaillie giffordJupiter unit trust managersAcademy of fundsSquare mile fund dashboardSilicon valley bankInvestment associationIa united kingdom all companiesSquare mileMarket intelligence reportCapital accumulationJupiter united kingdom special situationsAegon diversified monthly incomeHavelock global select

Advisers renew interest in capital accumulation strategies

While Aegon's Diversified Monthly Income fund received the most attention on Square Mile's Academy of Funds

New zealand generalNew zealandUnited kingdomGeorge angierBaillie giffordJock gloverIa united kingdom all companiesAcademy of fundsJupiter unit trust managersSquare mileMarket intelligence reportFirst sentierAegon diversified monthly incomeHavelock global selectUnited kingdom focusedJupiter united kingdom special situations

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