NOW AVAILABLE
UK Model Portfolio Sales Report
A comprehensive data-driven insight into the breadth and depth of the UK’s model portfolio market
In a world of otherwise flatline demand, model portfolios offer a source of growth. Model portfolio fund sales accounted for over 50% of total gross in the channel last year.
In our newly available report, we look at where the opportunity is at the firm, model provider, and fund level. Reported on a 12-month rolling basis, our research provides:
- An overview of the UK model portfolio market
- Rankings by model provider, fund manager and fund
- Breakdowns by usage of active and passive funds
- Regional snapshots across the UK
This research dives into our industry-leading data, highlighting the structures and trends associated with this often difficult-to-measure market.
The UK Model Portfolio Sales Report is an essential guide for anyone looking to succeed within the UK financial adviser channel.