Insights

Polar Capital Global Insurance - new Talking Factsheet

We have added a new Talking Factsheet to the Square Mile Academy of Funds, featuring Research Manager Amaya Assan reviewing the objectives and risks and giving her view of the fund:

Polar Capital Global Insurance - This is a sensible global equity strategy focusing well-managed and proven insurance companies.

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Rating changes for Aberdeen Emerging Markets Equity, Aberdeen Asia Pacific Equity and Aberdeen Asia Pacific & Japan Equity funds

Whilst we continue to have a positive view of the management teams behind these three funds, we believe that market conditions have changed somewhat in recent years and other emerging markets and Asian equity franchises have developed more compelling propositions in what is a highly competitive space. Our ratings are an expression of our conviction in managers' abilities to meet their objectives.

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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.

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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.

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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.

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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.

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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.

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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

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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.

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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?

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