Insights

From the monthly archives: April 2016

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

Upgrade for the Standard Life Investments Global Smaller Companies fund

Square Mile Investment Consulting & Research has upgraded the Standard Life Global Smaller Companies fund from a Positive Prospect to an A-rating. Positive Prospect ratings are awarded to newer funds or untested strategies that Square Mile's team of analysts feel have the potential to deliver. By awarding this fund an A-rating, Square Mile confirms its confidence in the fund's managers and investment process.

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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A-Rating for Threadneedle Dynamic Real Return Fund and AA-Rating for Jupiter Asian Income

Square Mile Investment Consulting & Research confirms the addition of two new funds to its recommended list: the Threadneedle Dynamic Real Return fund which has been awarded an A-rating and the Jupiter Asian Income Fund which has been awarded an 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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The similarities between Marathon runners and Fund Managers

With the London Marathon only days away, people across the country will be adding an extra bowl of pasta to their dinners in order to get the energy needed for the big race. The many attributes that these runners require in order to take on the mammoth task of running 26 miles and 385 yards are also required by fund managers across the city in order to deliver the required outcomes for their investors.

The point that all marathon runners fear is the dreaded 'wall', where sudden fatigue and loss of energy hits the body making any movement let alone running difficult. Many runners aren't able to deal with this pain and give up, while others fight through the pain and make it to the finish line. Similarly no fund manager is immune from difficult periods, however unlike other mangers, which have fallen by the way side, the fund managers mentioned in this article have survived their 'wall' and bounced back stronger.

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Change of rating for Newton Global Income

Following the suspension of the Newton Global Income fund's AA rating in December 2015, Square Mile has re-introduced the fund back into its Academy with an A rating.

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Manager change to Henderson Multi Asset Funds

Square Mile Investment Consulting & Research has suspended the Recommended rating on five Henderson Multi Asset funds following the announcement that co-head of research, Bill McQuaker, is leaving the group to join Fidelity. The funds suspended are Henderson Multi Manager Income & Growth, Core 3 Income, Core 4 Income, Core 5 Income and Core 6 Income & Growth.

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Talking with – new initiative from Square Mile

Square Mile Investment Consulting and Research has today launched 'Talking with...', a series of interviews with leading names of the investment industry providing an insight into their personality, what it is that motivates them, their day-to-day activities, their challenges and aspirations. Hosted within the Insights section of Square Mile's website (www.squaremileresearch.com/Insights/Talking-With), the first round of profiles features Claire McGuckin, fixed income fund manager at Kames, Phil Wagstaff, global head of distribution at Henderson and Richard Buxton, chief executive and head of UK equities at Old Mutual Global Investors. Further interviews will be added on a monthly basis.

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Square Mile: four funds to meet investor expectations

The FCA has castigated the asset management industry for promoting closet-trackers as actively managed funds. Elsewhere, it shames companies offering investment vehicles which do not deliver the outcomes to investors that their marketing literature promises.

Against this backdrop, investors could be forgiven for shying away from investment funds altogether. However, Square Mile Investment Consulting and Research stresses that there are examples of best-of-breed practice and highlights four funds which do not reference benchmarks, preferring to construct portfolios to meet specific investor objectives.

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Square Mile awards Aviva Investors Multi-Strategy Target Income fund Positive Prospect rating

Square Mile Investment Consulting & Research has introduced the Aviva Investors Multi-Strategy Target Income fund to its Academy of Funds with a Positive Prospect (P+) rating.

Funds ranked "Positive Prospect" have strong potential in Square Mile's view, but their manager, strategy or process might still be unproven in differing market conditions. 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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Square Mile awards Standard Life Investments MyFolio Managed funds Recommended ratings

Square Mile Investment Consulting & Research today confirms it has added Standard Life Investments MyFolio Managed Range of funds to its Academy of Funds with Recommended ratings.

The Academy of Funds is a dedicated section within Square Mile's website, where advisers can access analysis on all recommended funds. Each fund carries a rating - A, AA, AAA, R or P+ - as a mark of quality and a reflection of the level of conviction Square Mile's team of analysts has in a fund's ability to deliver on expectations.

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Manager changes to the Architas Multi Asset Active funds

Square Mile Investment Consulting & Research has suspended the Recommended rating on the six Architas Multi Asset Active funds following the announcement that Caspar Rock, co-manager and CIO of the business, is to leave the group in third quarter of 2016. Nathan Sweeney, who manages the funds along side Mr Rock, will remain in place.

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