interactive investor report: ii Index
One trend identified is that investors continue to seek global diversification rather than focus on any particular region.
In addition, those aged 35-44 continue to see the largest portfolio growth, outperforming all other age groups.
Download the full report to find out:
- The average ii customer outperformed the IA Mixed Investment 40-85%.
- Portfolios have grown on average by 46.6% over the last six years and three months.
- Investors allocated 15% in investment trusts - down from 16% in Q4 ’25.
Supplied by REBA Associate Member, Interactive Investor
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