Insights

From the category archives: Press Releases

Press Releases

Fund Rating Suspension

Following on from the announcement that there will be significant changes in the management of the Jupiter European and JGF Jupiter European Growth funds later in the year, we are of the opinion that there is now less clarity in terms of the time line of this process. The incoming fund manager Mark Nichols, is due to join Jupiter Asset Management this summer and subject to regulatory approval, he will be taking charge of the two funds around the second half of this year.

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Job Opportunity - Operations Assistant

We have an exciting new opportunity for an Operations Assistant to join a small and dynamic business based in the City of London - and we're looking for an equally dynamic person to join our journey.

The role
This role is primarily responsible for supporting the Head of Operations in the day-to-day operational management of the business.

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Behavioural Finance – Why some battered beans might hold the answer

I was reading an article the other day by Warren Buffet, one of the greatest investors of our generation. He said "most people get interested in stocks when everyone else is. The time to get interested is when no one else is. You can't buy what is popular and do well".

This so called investment 'guru' got me thinking. Why is the stock market so different from every other market? If you went into a supermarket and a tin of baked beans was half the price it was a month earlier, you are far more likely to buy it now than a month ago. This would apply even if the reason it was half price was that it had a dent in it and it looked a bit battered. After all, the beans would still taste the same!

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Richard Romer-Lee talks Assessment of Value

Square Mile are working with MosaicNED in supporting ACD Boards and Independent Executive Directors on the assessment of value. Richard Romer-Lee in this video highlights the importance of assessing value, perceptions around value and the responsibility our industry has.

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Fund Rating Suspension

Following some changes to the fund's management team, we have decided to suspend the AA rating of the Majedie UK Equity fund. Matthew Smith has stepped away from the fund to focus solely on the Majedie Tortoise fund, which he also manages, and will be replaced by Imran Sattar, who joined Majedie in June 2018 as a co-manager of the Majedie UK Focus fund.

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Job Opportunity: Team Assistant

We're expanding the Square Mile team! We have an exciting new opportunity for a Team Assistant supporting two Directors and two Heads of departments within a small and dynamic business based in the City of London - and we're looking for an equally dynamic person to join our journey.

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Square Mile introduces Comgest Growth Japan Fund and Legg Mason IF RARE Global Infrastructure Income Fund to the Academy of Funds

We are pleased to introduce the Comgest Growth Japan fund into the Academy of Funds with an A rating and also the Legg Mason IF RARE Global Infrastructure Income fund with a AA rating.

The Comgest Growth Japan fund is managed by Chantana Ward and Richard Kaye and is focused on delivering long-term capital growth by investing in high quality and growing Japanese companies. We hold the managers and their process in high regard and believe this to be an attractive offering for those investors looking to make a long-term allocation to Japanese equities.

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Fund Rating Suspension

In light of the proposed merger of the Standard Life UK Real Estate Fund into the Aberdeen UK Property Fund we have taken the decision to suspend our recommendation of the Standard Life UK Real Estate Fund. It is anticipated this merger will take place on 15th June, assuming the proposal to merge is approved at the Standard Life Investments Feeder Fund's EGM scheduled in May. If approved, the larger combined fund will be managed by George Shaw, current manager of the Standard Life UK Real Estate fund, for whom we have a high regard. We will review the newly merged fund following the completion of this process.

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Fund Rating Removal

We have decided to remove the Positive Prospect rating on the Kames Diversified Growth fund. Since the fund was introduced into the Academy of Funds our conviction in the managers' being able to meet their challenging performance objective, on what is a flexible mandate, has not grown. Personnel changes over recent years within the multi-asset team as well as the wider fixed income team are also contributing factors in our decision.

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Fund Suspension

Following the news that the Guernsey stock exchange (TISE) has suspended the dealing in several companies held within the LF Woodford Equity Income fund, we have decided to suspend our AAA rating whilst we seek further clarity from Woodford Investment Management on the situation. Woodford IM are being open and transparent about the situation and we hope to be able to provide investors with more information shortly.

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