ii investment trends

Our market-leading in-house team of experts have gathered and reviewed key investment trends of ii’s 500,000+ investors.

The research is designed to be inspiring and informative – because we believe in empowering investors with the tools and knowledge to be better investors.

Investment Trends

Important information - Past performance is not a reliable indicator of future results. The value of your investments may go down as well as up. You may not get back all the money that you invest. If you are unsure about the suitability of an investment product or service, you should seek advice from an authorised financial advisor.

ii Index 

Get a deep dive into how ii customers are managing their portfolio each quarter. Our experts also explore the investment performance of key demographics of ii’s customer base.  

View ii Index
ii Index

ii SIPP Index 

Learn how ii SIPP customers are investing and positioning their pension portfolios. You’ll learn how ii investors manage their pension during their working life and in retirement. 

ii SIPP Index

ii Trading Index

Look at net cash flows into and out of investments such as shares, funds, gilts, and investment trusts. You’ll also discover which regions, including emerging markets, are attracting ii customers.  

ii Trading Index

ii Top 50 Fund Index 

Discover which funds, investment trusts, and ETFs have been ranked most popular from the last quarter. You’ll get a league table of different investment strategies and approaches.   

ii Top 50

ii Monthly Bestsellers 

Discover which shares, funds, and investment trusts have been popular with ii investors in each month. You'll also get expert analysis that looks at investor behaviour in more detail.

ii Monthly Bestsellers

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Important information: The ii SIPP is for people who want to make their own decisions when investing for retirement. As investment values can go down as well as up, you may end up with a retirement fund that’s worth less than what you invested. Usually, you won’t be able to withdraw your money until age 55 (57 from 2028). Before transferring your pension, check if you’ll be charged any exit fees and make sure you don't lose any valuable benefits such as guaranteed annuity rates, lower protected pension age or matching employer contributions. If you’re unsure about opening a SIPP or transferring your pension(s), please speak to an authorised financial adviser.

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