From the monthly archives: July 2015

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

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. 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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Risk Targeted Funds - What We Consider Good Practice

Since the stockmarket falls suffered during the 2008 financial crisis, investors have tended to be more focused on their investment journey and therefore less concerned about how their investment is behaving on a relative basis. This can be partly explained by a reduction in risk appetite, following heavier losses than some had been expecting, and the desire to maintain a level of flexibility in line with their lifestyle.

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A-Rating for Standard Life Investments Short Duration Global Index Linked Bond Fund

Square Mile Investment Consulting & Research confirms that the Standard Life Investments Short Duration Global Index Linked Bond fund has entered its list of recommended funds with an A-rating.

Square Mile's recommended funds, which sit within the Academy of Funds, carry a rating - A, AA, AAA, R or P+ - as reflection of the level of conviction Square Mile's team of analysts has in a fund's ability to deliver on expectations. Square Mile's independent, qualitative research is designed to offer advisers a solid foundation for client investment propositions and recommendations.

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Five Funds join Square Mile’s Academy of Funds

Square Mile Investment Consulting & Research has added five new funds to its Academy of Funds. A-ratings have been awarded to:

• Fidelity Multi-Asset Income fund
• Newton Global Dynamic Bond fund

Positive Prospect (P+) ratings have been awarded to:

• BlackRock Global Multi-Asset Income fund
• Schroder Global Multi-Asset Income fund
• Aviva Investors Multi-Strategy Target Return fund

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Change of fund name: Legg Mason Income Optimiser to Legg Mason IF Brandywine Global Income Optimiser 

Legg Mason have changed the name of their Income Optimiser fund to Legg Mason IF Brandywine Global Income Optimiser to bring it in line with the rest of their range, and to better reflect the underling investment manger, Brandywine Global.

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