Insights

From the monthly archives: February 2015

We are pleased to present below all posts archived in 'February 2015'. If you still can't find what you are looking for, try using the search box.

More Talking Factsheets Added to Square Mile Academy of Funds

We are excited to announce the latest Talking Factsheets to be added to the Square Mile Academy of Funds. Talking Factsheets is a 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 feature Square Mile's team of analysts reviewing the objectives and risks and giving their view of funds drawn from the Rated, Recommended and Positive Prospects lists.

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Sector Focus: Strategic Bonds

The strategic bond sector has to be one of the most diverse as defined by the Investment Association. With managers' mandates varying drastically, both in terms of what they are trying to achieve and how they go about doing it, the sector can be a potential minefield for those who are less familiar with its nuances, with the difference in performance between the best and the worst fund often extreme. Of course, the plus side of this is that such diversity provides wonderful choice for investors, with a range of potential outcomes for clients. 

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Square Mile removes the Prudential Dynamic Portfolios from its Academy of Funds

Following confirmation from Prudential Portfolio Management Group that Matthew Williams, lead fund manager on the Prudential Dynamic Portfolios, is to leave the business, we are removing our 'Recommended' rating for the range. 

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Square Mile adds the Goldman Sachs Growth & Emerging Markets Broad Equity Portfolio fund to its Academy of Funds

Square Mile Investment Consulting & Research (Square Mile) has added the Goldman Sachs Growth & Emerging Markets Broad Equity Portfolio fund to its Academy of Funds, awarding it a Positive Prospect Rating.

Housed within a dedicated section on the Square Mile website, and free for all advisers to access, recommended funds carry a rating - A, AA, AAA or P+ - as a mark of quality and a reflection of the level of conviction Square Mile has in a fund's ability to deliver on expectations.

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Fidelity Funds South East Asia Rating Removed

Following the news of the impending retirement from active fund management of Mr Allan Liu, manager of the Fidelity Funds - South East Asia fund (SICAV), we have decided to remove the fund from Square Mile’s Academy of Funds. The fund previously had an AA Rating. We have a high opinion of Mr Liu, who has been investing in this region since 1990, skillfully navigating the often-challenging Asian equity stock markets using the same investment approach in this strategy since 1993. We wish him all the best going forward. 

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