At launch, 18 investment trusts have been awarded ratings by our team of analysts. We see this as a natural evolution of our research as it furthers our commitment to helping advisers and fund selectors make informed investment decisions on behalf of their clients.
Drawing on Square Mile’s rigorous research and investment expertise, we have launched a range of six passive portfolios which offer a lower cost solution designed to cater for different levels of potential risk and reward.
We believe this fund is a promising strategy providing fixed income investors exposure to positive environmental and social investment themes, we are waiting for the fund to build a longer track record before considering it for a full rating.
“I can’t think of a worse time to go to cash. I think we are suffering from a large case of money illusion. Anyone with a 3-year time frame to go to cash here has to believe that it is going to be the longest and deepest bear market in history.”
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We work closely with you to empower you with the knowledge, tools and support to deliver the best outcomes for your clients and more broadly, to make a positive impact on the world.
We work closely with independent financial advisers and asset managers to empower them with the knowledge, tools and support to deliver the best outcomes for their clients and more broadly, to make a positive impact on the world.
Our research is at the heart of everything we do, identifying funds to suit your client’s desired outcomes.
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Learn about how Square Mile are applying the new Consumer Duty rules to our business and service lines.
In our Talking With series we talk candidly with some of the industry’s leading figures.
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