From the category archives: Press Releases

Press Releases

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 for the Majedie UK Equity

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 for the Standard Life UK Real Estate fund

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 for the Kames Diversified Growth fund

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 rating suspension for the LF Woodford Equity Income fund

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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Manager change of the JPM Europe Dynamic (ex UK) fund

Following the announcement that Anis Lahlou-Abid, co-manager of the JPM Europe Dynamic (ex UK) fund will be departing the firm, we have not made any changes to our AA rating of the fund.

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Fund rating change for Fidelity UK Smaller Companies

Following the news that Alex Wright, co-manager of the Fidelity UK Smaller Companies fund, will be stepping away from managing the strategy and passing on full responsibility to fellow co-manager, Jonathan Winton, we have reduced the fund's AA rating to A, within our Academy of Funds.

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Manager change for the Jupiter European and JGF - Jupiter European Growth funds

Following the announcement that Mark Nichols is set to join Jupiter's European Growth team as a fund manager by way of succession planning for Alexander Darwall, long serving manager of the Jupiter European and JGF - Jupiter European Growth funds, we have decided to retain our AAA and AA ratings of the funds, respectively.

Mr Nichols has 18 years of European equities experience and he leaves his current position as co-manager of the (Columbia) Threadneedle European Select fund in early April 2019. He is due to arrive at Jupiter in the summer of 2019, where there will be a transition period before he takes over the management of both funds from Mr Darwall.

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