Boutique Havelock retains spot as most researched group and fund in Square Mile's Academy of Funds

Interest for income strategies surges

Sorin Dojan
clock • 2 min read

Boutique fund house Havelock has retained its spot as Square Mile's Academy of Funds' most viewed active fund and group by advisers in the second quarter of 2024.

According to Square Mile's quarterly Market Intelligence report, the WS Havelock Global Select fund accounted for 15.8% of views on its Academy of Funds depository. Havelock also took the top spot as the most viewed fund group, with a 10.4% share of the total number of views. Schroders came in second in this category at 9.7%, rising from a 4th place in the first quarter, followed by T. Rowe Price, which accounted for 8.5% of views, up 7.9% from the previous quarter. Liontrust was once again the most researched asset manager offering risk targeted strategies, with 21% of searches, foll...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Funds

Hargreaves adds Artemis UK Smaller Companies to Wealth Shortlist

Hargreaves adds Artemis UK Smaller Companies to Wealth Shortlist

Co-managers also praised

Sorin Dojan
clock 18 December 2024 • 1 min read
Titan Investment Solutions expands multi-asset range with launch of five funds

Titan Investment Solutions expands multi-asset range with launch of five funds

Different risk levels for investors

Sorin Dojan
clock 11 December 2024 • 1 min read
Matt Evans loses mandates as Ninety One merges UK funds with sister portfolios

Matt Evans loses mandates as Ninety One merges UK funds with sister portfolios

Remains an employee at the firm

Eve Maddock-Jones
clock 09 December 2024 • 2 min read
Trustpilot