Insights

Square Mile introduces the HSBC Global Strategy Adventurous and Conservative Portfolios to the Square Mile Academy of Funds

We are pleased to announce the addition of the HSBC Global Strategy Adventurous and Conservative Portfolios to the Square Mile Academy of Funds and have awarded a Recommended rating.

Continue reading »

Changes to the Fidelity Special Situations fund

We are pleased to announce the upgrade of the Fidelity Special Situations fund from Positive Prospect to an A rating. This is a reflection of the fact that the manager, Alex Wright, who took over the strategy in January 2014, has since then consistently managed the fund very much in line with his investment philosophy and process.

Continue reading »

Fund Selector Chat with Richard Romer-Lee and Jake Moeller at Thomson Reuters Lipper

In this podcast Richard Romer-Lee talks to Jake Moeller at Thomson Reuters Lipper about key influences affecting the evolution of the industry as the dynamics of the financial planning industry change and outlines what makes a good mutual fund. He also examines some of the key issues faced by the fund selectors in light of recent key regulatory initiatives.

Continue reading »

Fund Rating Removal

Square Mile has taken the decision to remove the GS Global Strategic Income Bond Portfolio from the Academy of Funds. This fund is backed up the considerable resources of Goldman Sachs, and managed by an able team.

Continue reading »

Fund Rating Removals

The Square Mile research team has taken the decision to remove the ratings of the Veritas Global Focus and the Veritas Global Equity Income funds. Having rated the funds since the launch of our Academy, ongoing access to the managers has proved challenging.

Continue reading »

Changes to the Vontobel TwentyFour Absolute Return Credit fund

We are pleased to upgrade the Vontobel TwentyFour Absolute Return Credit fund from a Positive Prospect to a A rating. Whilst the strategy is still relatively new as the fund was launched in August 2015, the fund has managed to weather several market dips in this time

Continue reading »

Fund rating removal and a fund downgrade

We have decided to remove the GS India Equity Portfolio and move the Jupiter Merlin range of funds from AAA to AA from our Academy of Funds. The fund's AA rating was suspended when the manager took the decision in April to depart Goldman Sachs to pursue other opportunities. We have since then had a meeting with the new manager, Hiren Dasani, to discuss his plans for the fund.

Continue reading »

Q&A Session with Neil Woodford at the Cofunds Conference

This video features Richard Romer-Lee's Q&A session with Neil Woodford, Woodford Investment Management at the Cofunds Investment Conference on 20 June 2017. They discuss reasons to be positive post-election, the risks to the global economy, strategies for a total return outcome and is small cap investing a missed opportunity?

Continue reading »

Removal of Kames High Yield Bond and Kames Strategic Bond funds from the Square Mile Academy of Funds

It is with sadness that we announce the removal of the Kames High Yield Bond fund and the Kames Strategic Bond fund from the Square Mile Academy of funds following the news that David Roberts, Head of Fixed Income, and Phil Milburn, Head of Fixed Income Investment Strategy, would both be leaving the company.

Mr Roberts and Mr Milburn were both named managers on the Kames Strategic Bond fund, along with Juan Valenzuela who remains a manager on the fund. We will seek to meet with the new co-manager, Alex Pelteshki, as soon as possible, but in the meantime feel it more prudent to remove our rating on the fund.

Continue reading »

Changes to the Schroder European Alpha Income fund

We are delighted to announce the upgrade of the Schroder European Alpha Income fund from a Positive Prospect rating to an A rating.

Mr James Sym has held sole responsibility for the fund since the departure of the previous manager in 2013 and the change in rating reflects our increased conviction in his ability to deliver his stated objective.

Continue reading »

Pages: Previous1234567...24NextReturn Top

Archive