Insights

From the monthly archives: November 2016

We are pleased to present below all posts archived in 'November 2016'. If you still can't find what you are looking for, try using the search box.

A-Rating for M&G Emerging Markets Bond Fund and AA-Rating for Newton Global Dynamic Bond Fund

Square Mile Investment Consulting & Research confirms the addition of M&G Emerging Markets Bond fund to its Academy of Funds, awarding it an A-rating and the upgrading of Newton Global Dynamic Bond fund to AA-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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Property Funds Update

In early July we took the difficult decision to suspend all recommended ratings on directly invested property strategies within the Academy of Funds. This was largely based on market conditions within the UK commercial property market in the immediate aftermath of the Brexit vote. We have continued to monitor the situation very closely over the past few months and are now satisfied that these conditions, whilst perhaps not easy, have somewhat normalised.

Therefore we have lifted our blanket suspension and are now in a position to revert back to our normal practice of considering recommendations on an individual fund basis.

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Rating Reinstatment For Standard Life Investments UK Equity Unconstrained Fund

Square Mile Investment Consulting & Research confirms the reinstatement of the Standard Life Investments UK Equity Unconstrained fund to the Academy of Funds with an A-rating, following its suspension when the previous manager left the business in June 2015.

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.

Continue reading »

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