Adviser Insights

Providing you with the latest insights and independent opinion from Square Mile.


A Spotlight On: Global Equity Income

The IA Global Equity Income sector comprised of 56 funds with combined assets in excess of £19bn. To meet the IA's sector requirements, funds must achieve a yield premium to that of the MSCI World index and allocate at least 80% of their assets to global equities.


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A Spotlight On: The Sterling Strategic Bond Sector

The IA Sterling Strategic Bond sector could most simply be characterised as a flexible bond sector in which investors outsource their fixed income allocations to fixed income experts who then asset allocate between corporate and government bonds.


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An Overview on Multi-Asset

The multi-asset label covers a diverse and often complex range of investment funds and approaches. At their simplest, they share a common characteristic - they give investors exposure to a broad range of asset classes to deliver a return profile that reduces the risk of investing in those asset classes individually.


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Money Market Funds: why we hold them

Money market funds have been accessible to investors since 1971 and are structured to replicate the traditional investment features of cash deposits, i.e. to be highly liquid and generate returns equivalent to or potentially greater than those of deposits whilst taking on a similar degree of risk.  Given all time highs in equity markets and near record low yields in bond markets, many investors are understandably cautious on the upcoming prospects for global markets and this is driving significant cash balances in many client portfolios. 

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PruFund Range report

PruFund Range report

Savers have long sought the holy grail of investment; that is a return which is ahead of cash but with little or no risk to capital. Of course, no such investment exists, however the PruFund range go some way to this ideal by providing products that are designed to generate attractive long-term returns but where price movements are smoother than many other strategies investing in a similar mix of assets. Indeed, this range of multiasset funds from Prudential Assurance Company (Prudential), which helps manage expectations around growth rates, is home to a significant body of assets.

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VitalityInvest Report

VitalityInvest report

With an ageing population putting greater pressure on NHS resources and retirement income, it would be nice to be rewarded for living a healthy lifestyle and for starting to save earlier. This would hopefully allow individuals the opportunity to take full advantage of their later years by being in good health and having the income to meet their lifestyle aspirations. UK insurer, Vitality, has an innovative business model allowing those trying to live a healthier lifestyle the opportunity to benefit from lower insurance costs and other rewards.

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Active & Passive: the great debate

Active & Passive: the great debate

The current view, held by a number of investors, is that active and passive are polarised. Investors need to ‘pick a team’ and go entirely active or entirely passive. At Square Mile, we believe that a portfolio should consist of a combination of the best funds to meet the clients’ objectives, at a cost that represents value for money. That may be active, passive or a blend of both.

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Recent Posts

Job Opportunity: Junior Quantitative Research Analyst

We have an exciting new opportunity for a Junior Quantitative Research Analyst to join the team to support the Quantitative Research team.

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New fund rating: Goldman Sachs Emerging Markets Equity Portfolio

We are pleased to introduce Goldman Sachs Emerging Markets Equity Portfolio to the Academy of Funds with an A Rating. We have been impressed with the two...

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