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:

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.