Square Mile: Capital growth funds tussle with income funds for advisers’ attention
Aegon Diversified Monthly Income took the top spot for the most-searched fund
Aegon Diversified Monthly Income took the top spot for the most-searched fund
Researchers narrowed down the universe of over 400 trusts
Seven of the 20 most-viewed trusts on the AIC website in 2023 were UK Equity Income-focused
Following SEC’s approval of spot bitcoin ETFs
A potential end to interest rate hikes injected optimism back into UK investors, who favoured passive funds over their active counterparts
Merger set to create the UK’s fourth-largest REIT
Rankings created using data from Engage adviser research software
However, investors say the decision does not mark a ‘slam dunk’ for UK approval
The trust will return some capital this year as it winds down, but shareholders may not see a full repayment until 2033 as private assets mature
A potential end to monetary tightening has ricocheted rate-sensitive funds back into vogue
Smith ‘suspending judgement’ on who eventual winners of the trend might be
While 2023 flows as a whole belonged to money market strategies