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Liontrust UK Equity fund loses Square Mile A rating amid de Uphaugh and Fields retirement

Square Mile has removed Liontrust UK Equity’s A rating, following the news co-portfolio managers Chris Fields and James are set to retire

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Advisers set sights on capital accumulation funds | International Adviser

‘Many UK equity managers consider the market to be offering particularly good relative value’

United kingdomJock gloverSquare mile academy of fundsAcademy of fundsInvestment associationIa united kingdom all companiesSquare mileMarket intelligenceJupiter united kingdom special situationsAegon diversified monthly incomeHavelock global selectKingdom all companiesFirst sentier

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

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