Insights

From the monthly archives: December 2014

We are pleased to present below all posts archived in 'December 2014'. If you still can't find what you are looking for, try using the search box.

Henderson European Growth Rating Removed

Square Mile Investment Consulting & Research have taken the decision to remove the rating of the Henderson European Growth fund. The fund's AAA Square Mile rating was suspended in October 2014 following the news of the impending departure of Richard Pease, co-manager of the fund, as well as analyst James Milne.

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Square Mile suspends Standard Life Investments Global Index Linked Bond Fund following changes to the management team

Square Mile Investment Consulting & Research has suspended the A rating on the Standard Life Investments Global Index Linked Bond fund because of some changes to the management team. Jonathan Gibbs, who has managed the fund since its launch in 2004, will be moving over to manage the Ignis Absolute Return Government Bond fund following the acquisition of Ignis by Standard Life Investments in July 2014. After a suitable transition period of several months, the management of the Global Index Linked Bond fund will transfer to two senior members of the existing team, Katy Forbes and Adam Skerry.

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Square Mile Brings Fund Management to Life with Talking Factsheets

Square Mile announces the launch of Talking Factsheets, a new service for users of the Square Mile Academy of Funds, combining Square Mile's independent, qualitative fund research with accessible video content.  The Talking Factsheets will feature Square Mile's team of analysts reviewing the objectives and risks and giving their view of funds drawn from their Rated, Recommended and Positive Prospects lists.

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Square Mile Builds Team of Analysts; Appoints Head Of Research

Square Mile Investment Consulting and Research (Square Mile) today confirms the appointment of two analysts and the creation of a new role, Head of Research, to be filled by Victoria Hasler. Alastair Wainwright is appointed Investment Research Analyst, specialising in fixed income, while Daniel Pereira becomes Investment Research Assistant, focusing on quantitative analysis.

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First State Global Emerging Markets Leaders

Please note that the First State Global Emerging Markets Leaders fund has exited from the Investment Management Association (IMA) Global Emerging Markets sector and will be included in the IMA Specialist sector from 1 December 2014. The First State Stewart team will continue to manage the fund with the same investment philosophy and approach that has been applied consistently since the fund's inception in 2003. We believe the impact of this move to be quite minimal and the AAA rating will be maintained.

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Square Mile awards A-Rating to three funds

Square Mile Investment Consulting & Research (Square Mile) has added the Schroder Strategic Credit, Charlemagne Capital Magna Latin American and GLG Undervalued Assets funds to its recommended list, awarding all three A-Ratings. The list, which is free for financial advisers to access, forms part of Square Mile's Academy of Funds, a dedicated section of its website showcasing Square Mile's qualitative fund research and analysis. 

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Premier Fund Name Changes

The following Premier funds, which are part of the Square Mile Academy of funds, changed name on 1 December 2014.

Premier Conservative Growth to Premier Multi Asset Conservative Growth

Premier Multi Asset Income & Growth to Premier Multi Asset Growth & Income

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