Square Mile Investment Consulting & Research (Square Mile) has added the Henderson Core Multi Asset range of funds to its Academy of Funds. The Henderson Core 3, 4 and 5 Income Funds and the Henderson Core 6 Income & Growth fund have all been analysed, and awarded a Recommended rating.
Housed within a dedicated section on the Square Mile website, and free for all advisers to access, a recommended rating is a mark of quality and a reflection of the conviction Square Mile has in a fund's ability to deliver on expectations.
Commenting on this latest addition, Square Mile's Head of Risk Based Solutions Alex Farlow said: "This is a well-designed solution which offers investors four income focused funds which are risk targeted and aligned to Distribution Technology Risk Profiles 3, 4, 5 and 6. The funds are pragmatically managed and take an active and cost effective approach, with the ongoing charge capped at 0.85%."
"The funds are managed by a strong and experienced team, which has grown and stabilised over the last few years and which possess substantial depth and breadth of resource. They are led by Co-Heads of Multi Asset Bill McQuaker and Paul O'Connor. The income focus of the funds means the team spend a lot of time on forecasting income, attempting to ensure the income they deliver is relatively consistent and at a stable level for investors. The team generate their own strategic asset allocations in order that the funds are structured over the longer term to meet the risk target and generate a sustainable income, and we see this as a positive in terms of their awareness of potential portfolio risks. We believe this is a compelling proposition for investors requiring a truly income focused risk targeted approach."
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