Square Mile introduces Baillie Gifford Japanese Income Growth to the Academy of Funds

We are pleased to award the Baillie Gifford Japanese Income Growth fund with a Positive Prospect rating. We believe it has plenty of features that make it a promising long-term strategy. However, it is a fairly new proposition having been launched in July 2016 and, as such, it is still untested in terms of how it will behave in different market conditions as well as through the economic cycle.

The fund is managed by a team we regard highly and have an impressive long-term track record of investing in Japanese equities. They believe that companies in Japan are in a unique position as they are able to operate for growth but can also ramp up their dividend payments.

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Chris Fleming joins Square Mile as Investment Services Director

Square Mile Investment Consulting and Research Ltd today confirms the appointment of Chris Fleming as Investment Services Director with immediate effect.

Chris will be responsible for strengthening Square Mile's approach to strategic and tactical asset allocation and he will bring a huge amount of experience and expertise in asset allocation, investment and consulting to enhance Square Mile's service to clients. This appointment will help to support Square Mile through the next stage of growth and bring more relevant outcomes to the end investor.

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Job Opportunity – Portfolio and Platform Operations Manager

Square Mile are looking for a Portfolio and Platform Operations Manager to manage the operational aspects of our Managed Portfolio Service and related platform administration.

The candidate will be expected to have a number of years of experience of platforms and a knowledge of centralised investment propositions and the management of model portfolios on platforms.

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Square Mile introduces Man GLG UK Income to the Academy of Funds and upgrades Man GLG Undervalued Assets

We are pleased to announce the addition of the Man GLG UK Income fund to the Square Mile Academy of Funds with an A rating, and the upgrade of the Man GLG Undervalued Assets fund from A to AA. Both strategies, which are predominantly investing in the UK stock market, have been run by Henry Dixon and his team since November 2013 and are managed with a well-honed valuation focused and market-cap agnostic investment approach.

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Fund Rating Removal

We regret to announce that we have removed the 'A' ratings of the Aberdeen World Equity and Aberdeen World Equity Income funds, following a prolonged period in which the funds have failed to meet their respective performance objectives.

Both funds are managed by the same investment team and have tended to be structurally underweight the US equity market which can, and has, understandably been a headwind at times. However, this, and our concerns over their developed market stock-picking abilities, has historically been offset by our positive view on the firm's core competencies within Asia and Emerging Markets.

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Fund rating change for the Invesco Perpetual Global Financial Capital

We have taken the decision to downgrade the Invesco Perpetual Global Financial Capital fund from a AA to an A rating in the Square Mile Academy of Funds following Paul Causer, the fund's co-manager and co-Head of Fixed Interest at Invesco Perpetual, recently stepping down from his formal management responsibility on the fund.

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Job Opportunity - Junior Artworker

Square Mile are looking for a Junior Artworker to help with the production of marketing communications across Square Mile. The role will support the Head of Marketing.

The candidate will need to be happy working to templates and will largely be working in Adobe Illustrator, InDesign and Photoshop so experience with these programmes will be necessary.

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Fund Rating Removal

First State Investments have today announced that they are to close their Global Resources capability, which includes a number of strategies managed by the team and both the UK OEIC and Irish VCC versions of the First State Global Resources fund. As such we regret to announce that we have removed the 'A' rating of the First State Global Resources fund.

Given the evolution of the investment market, First State Investments no longer believes that this strategy is commercially viable over the long term. It is currently under discussion as to whether this will result in the sale of the entire Global Resources franchise, or if it will instead be wound up. The managers, Todd Warren and Tal Lomnitzer, will continue to run the fund whilst a final exit strategy is decided.

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Passive Funds Rating Changes

We are delighted to announce the addition of the following passive funds to the Square Mile Academy of Funds, each with a 'Recommended' rating.

Fidelity Index Emerging Markets
UBS S&P 500 Index
Vanguard Global Bond Index
Vanguard Global Short Term Bond Index

Each of these funds have successfully tracked their respective benchmark indices over time, have appropriate fee levels and are run by management companies who we believe have clearly demonstrated their commitment to the UK retail market.

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Fund Rating Suspension

Following the news that Chris Burvill, the long-standing manager of the Henderson Cautious Managed fund is taking an extended period of leave for medical reasons, we have taken the decision to suspend the fund's AA rating. In Chris's absence, the fund will continue to be managed by Stephen Payne.

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