From the category archives: Press Releases

Press Releases

Square Mile partners with FE fundinfo to launch fund dashboard

Square Mile and FE fundinfo are to assist financial advisers in their fund selection through the launch of a Fund Dashboard. The fund dashboard is an easy-to-interpret overview of core fund information designed to help advisers assess a fund’s ability to meet clients’ investment objectives. A joint venture between Square Mile and FE fundinfo, two leading specialists in fund analysis, the Fund Dashboard aims to deliver a significant amount of information in an easily understood format and is the result of a broad industry consultation to determine which aspects should be included. The resulting development aims to provide a comprehensive view of key fund characteristics to support informed fund selection based on five key elements: • Opinion: A combination of a qualitative and quantitative assessment of a fund’s ability to meet its objectives through Square Mile’s Fund Ratings and FE fundinfo’s Crown Fund Ratings respectively. • Performance: A representation o ...

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A common language on sustainability

Jess Foulds from the Investment Association and Victoria Hasler at Square Mile discuss an industry journey to a common language on sustainability.

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Square Mile launches two initiatives designed to assist advisers with ESG and responsible investing

1. Integrated approach to ESG assessment reflected for all companies and funds in the Square Mile Academy of Funds

2. Square Mile Responsible ratings recognise best-in-class funds across the 3 main categories; Exclusion, Sustainability and Impact

Square Mile ESG Integration assessment

Square Mile has formalised its approach to assessing environmental, social and governance (ESG) factors across its analysis of all asset management companies and funds within its Academy of Funds with the launch of the Square Mile ESG Integration assessment, with effect from 1 October 2019.

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Reinstatement for the Threadneedle European Select fund

We are pleased to announce that we have lifted our suspended rating of the Threadneedle European Select fund and are replacing it with an A rating. Since the departure of the previous co-manager, Mark Nichols, and two other members of the team, we have met with the new management pairing of long serving co-manager, David Dudding, and the more recently appointed co-manager, Benjamin Moore....

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Update on the suspension of the LF Woodford Equity Income fund

Following the news that dealing in the LF Woodford Equity Income fund has been suspended for at least 28 days due to an increased level of redemptions, we are reaffirming that our rating on the fund remains suspended.

We placed a suspension notice on the fund's rating in April and it will remain in place while we seek reassurances from Woodford Investment Management over a number of questions we have raised in the interim. When we have a clear view of the future shape of the portfolio and can judge whether this is in line with the best interests of investors and the fund's stated objective, we will reassess the strategy.

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Suspension of the LF Woodford Equity Income fund

Following the news that dealing in the LF Woodford Equity Income fund has been suspended, due to an increased level of redemptions, we are reaffirming that our rating on the fund remains suspended. We have included the link to the firm's statement below.

WIM Statement On LF Woodford Equity Income Fund Suspension

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Fund rating reinstatement for the PIMCO Global Libor Plus Bond fund

We are pleased to lift our suspension on the PIMCO Global Libor Plus Bond fund. We have now met with the fund's new co-manager, Nidhi Nakra, and we believe that the mixture of experience and geographies amongst the fund's management team works well.

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Fund rating suspension for the Jupiter European and JGF Jupiter European Growth funds

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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