Insights

From the monthly archives: June 2015

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

Sustainable Income Ideas

Whilst the search for yield continues, a well-discussed issue by more eloquent observers than myself, we have decided to focus in on a popular home market sector-UK Equity Income. Although yield should be an important deciding factor for income hungry investors, we also believe that an analysis and understanding of the actual monetary amount received, and the growth of that amount, is equally important. Yield may be a good starting point but it will fluctuate based on the fortune, or misfortune, of the underlying asset base. As such we have decided to highlight a number of strategies where we believe there is a focus not only on yield but also on the absolute level and/or the growth of distributions.

Whilst many of these do rely, to varying degrees, on some of the UK's traditional income stalwarts (ten well-known companies have historically provided around half of the market's income) and there is some natural overlap (particularly in the pharmaceutical sector) we would argue that there is generally not an overreliance on these names in these funds. In essence we believe that these portfolios are well placed to meet their objectives, even in a climate of increasing dividend uncertainty.

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Square Mile suspends Standard Life UK Equity Unconstrained Fund following changes to the management team

Square Mile Investment Consulting & Research has suspended the A rating on the Standard Life UK Equity Unconstrained fund, following the departure of lead manager, Ed Legget.

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First State Worldwide Sustainability Fund Attains A-Rating

Square Mile Investment Consulting & Research (Square Mile) has upgraded First State Worldwide Sustainability Fund's Positive Prospect listing to an A-rating. Funds ranked "Positive Prospect" have strong potential in Square Mile's view, but where the manager, strategy or process might still be unproven in differing market conditions. This new A-rating reaffirms Square Mile's confidence in the fund. 

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, R 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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Trojan Income added to Square Mile Academy of Funds

Square Mile Investment Consulting & Research has added the Trojan Income Fund to its Academy of Funds, giving it an AA 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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Attitude To Risk (ATR) Tools, Suitability and The Regulator

We recently finished a tour with the Sense Network and, after travelling 2,000 miles to see 200 advisers across eight venues, one overriding theme came through loud and clear (though admittedly we asked some leading questions): suitability.

It is abundantly clear that, while there is a drive towards the de-risking and operational efficiency that a combined attitude to risk (ATR) and centralised investment proposition (CIP) strategy affords, there is also a strong sense of unease over where the regulator will go next on suitability. Benjamin Franklin said nothing was certain except death and taxes. I'd add regulation.

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Five funds to benefit from European tailwinds

Europe appears to be in fashion at the moment. Short-term tailwinds, such as euro weakness, monetary stimulus and the fall in oil prices, have all been factors which the market has looked upon favourably.

For those wishing to invest, the asset class has a number of compelling fund managers. They share common characteristics which we like to see: experience of companies and markets; consistency in the application of their investment philosophy and approach; well-constructed portfolios with a sensible view on risk and strategies that have proven to work over time.

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Square Mile adds Income History graphs to factsheets

Square Mile Investment Consulting & Research today announces the introduction of Income History graphs to its factsheets, on the back of increasing investor demand for dividend-paying investments. The updates relate to those funds which have an Income outcome, and at least three years of distribution history.

The new Income History graphs show the amount of income, in pounds, which an investor would have received from a £1000 investment in any given fund. Investors will be able to use these graphs to see how a vehicle's absolute income has increased or decreased over time.

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More Talking Factsheets added to the 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.

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