Advisers increased their interest in capital accumulation strategies over Q3, with global and UK equity funds accounting for a high number of searches on Titan Square Mile’s Academy of Funds.
As revealed in its quarterly Market Intelligence Report, research into funds with the potential of preserving capital saw the largest shift in adviser viewing patterns. They accounted for over one in five searches (21.4%) in the third quarter, an increase of 6.6 percentage points on the previous quarter, the report said.
The IA Global sector accounted for the most searches at 19%, while IA Sterling Strategic bonds and IA UK All Companies were also popular with 10% and 8.7% of searches respectively.
The most searched funds were (in order) WS Havelock Global Select, WS Amati UK Listed Smaller Companies and Baillie Gifford Japanese funds. The fourth most researched strategy overall was the Wellington Global Impact Bond fund.
See also: Square Mile rebrands after Titan acquisition
Titan Square Mile’s report noted a lack of inflation searches over the quarter despite persistent levels of higher inflation in the UK and IMF warnings. Inflation protection accounted for fewer than one percent of searches conducted by users of the Academy, a decline from 5.6% in Q2.
John Lester, senior business development director, Titan Wealth, commented: “The IMF has warned that the UK faces the highest levels of inflation among its G7 peer group over the remainder of 2025 and into the new year. However, our latest Market Intelligence Report paints a different picture of what might be front of mind among advisers analysing investment strategies via the Titan Square Mile Academy of Funds.
“The fact that research into inflation protection as an investment outcome in Q3 was negligible while capital preservation registered a marked increase suggests a shift towards greater caution as alarm bells continue to ring over a potential market correction driven by a sell-off in AI-related companies.
“However, with capital accumulation strategies continuing to dominate adviser research, adviser outlook appears to remain relatively sanguine overall, despite an uptick in interest in protecting capital. We would always advocate diversification across asset classes and investment styles supported by robust fund research as a sound strategy to protect portfolios against an uncertain market backdrop.”
See also: Titan launches multi-asset fund range