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From the category archives: Press Releases

Press Releases

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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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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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.

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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.

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Square Mile introduces the Cornelian Risk Managed Range to the Academy of Fund

We are pleased to announce the addition of the Cornelian Risk Managed Range to the Square Mile Academy of Funds and have awarded a Recommended rating. The rating has been awarded to five funds; Cornelian Defensive, Cautious, Managed Growth, Growth and Progressive.

We believe this range represents a robust proposition for investors and has a number of areas of differentiation compared to other risk targeted funds. We like the clear, measurable and tangible performance target that each fund has and the link to real capital appreciation.

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Square Mile introduces the AXA Global Short Duration Bonds fund and M&G Global Floating Rate High Yield fund to the Academy of Fund

We are delighted to introduce two new fixed income funds to our Academy of Funds.

We are introducing the M&G Global Floating Rate High Yield fund with an A rating. The fund invests in a mixture of physical and synthetic instruments that pay coupons inclusive of variable and fixed rate components, with the variable component linked to the base interest rates in the country of issue. Unlike most bonds these instruments therefore protect against interest rate fluctuations.

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