Insights

From the monthly archives: May 2016

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

AA Rating for GS Growth & Emerging Markets Broad Equity Portfolio Fund

Square Mile Investment Consulting & Research confirms the rerating of the GS Growth & Emerging Markets Broad Equity Portfolio fund: the Fund has been upgraded from a Positive Prospect Rating to an AA rating, evidence of the confidence Square Mile has in the Fund reaching its stated objectives over an investment cycle.

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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Income from Covered Call Strategies

As it is widely known, in recent times interest rates around the world have been reduced to record low levels. This has consequently driven down the yields on a whole range of investments, and forced many investors to reduce their reliance upon more traditional sources and seek income further afield. Furthermore, this nation's demographics, and the developed world's in general, also point to the fact that income-generating investments are only set to continue to gain in popularity; whole swathes of the population are, or soon will be, keen to secure investments to help fund retirement. As such we have seen many new income focused strategies being launched as well as a rise in popularity of those previously less considered.

Equities have long-since been a significant asset class for yield seeking investors, though generally for those with a higher risk appetite. However, dividend distributions and yield can obviously fluctuate depending on the fortunes of the company or state of the economy. As such a relatively new breed of Equity Income fund has launched into the UK retail market; and one that has a definable yield target. We would point out importantly that these funds have yield and not income targets. Meaning that whilst, in any given year, they may meet their yield target, the absolute level of income received can vary.

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Changes to the management of the Jupiter Japan Income Fund

Square Mile have today suspended their A rating on the Jupiter Japan Income fund following the announcement that the manager, Simon Somerville has left the company. Going forward the fund will be managed by Dan Carter who is currently deputy manager of the fund.

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AA-Rating for the Artemis European Opportunities Fund And Reinstatement of AA - Rating for Stewart Investors Global Emerging Markets Leaders

Square Mile Investment Consulting & Research confirms the upgrading of the Artemis European Opportunities Fund from an A-rating to AA-rating and the removal of the suspended rating of the Stewart Investors Global Emerging Markets Leaders fund following its reinstatement to the Square Mile's Academy of Funds with a 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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Square Mile Appoints Investment Research Analyst

Square Mile Investment Consulting and Research Ltd (Square Mile) today confirms the appointment of Paul Angell as Investment Research Analyst. He will work alongside Square Mile’s team of investment analysts providing support across all fund sectors with a particular focus on fixed income. 

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Square Mile upgrades the River and Mercantile World Recovery fund

Square Mile Investment Consulting & Research has upgraded the River and Mercantile World Recovery 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.

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Risk Targeted Funds - A look at the market

A significant growth area among multi asset funds over the last few years has been a group of solutions often referred to as risk targeted funds. Inflows of assets into risk targeted funds over the last five years has been substantial and the market is now estimated at over £35bn with around 250 different funds to choose from.

The definition of a risk targeted fund can vary but generally refers to any fund which targets a defined level of risk as its primary objective. This contrasts with traditional funds which generally have return as the principal focus. Risk targeted and risk profiled funds are often confused and wrongly thought of as being one and the same. Any fund can be risk profiled but not every fund will be risk targeted. A risk profiled funds is designated to fit within a particular risk profile based on current portfolio and performance characteristics which may change over time whereas a risk targeted fund is specifically designed to expose investors to a predefined level of risk, which is often directly aligned to a risk profile.

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Leigh Harrison to leave Columbia Threadneedle

In response to the recent announcement that Leigh Harrison will retire from Columbia Threadneedle at the end of June 2016, Square Mile have not made any changes to their ratings of the Threadneedle UK Equity or Threadneedle UK Equity Income funds.

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Rating changes to the Allianz Gilt Yield fund

Following a period of review, Square Mile Investment Consulting & Research have re-introduced the Allianz Gilt Yield fund to their Academy of Funds. The fund's rating was suspended in October following the announcement that Allianz were bringing management of the fund back in house. It had previously been subcontracted to PIMCO, a subsidiary of Allianz Global Investors.

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Positive Prospect Ratings for Kames Diversified Income and Kames Diversified Growth

Square Mile Investment Consulting & Research confirms the addition of two new funds to its recommended list: the Kames Diversified Income and Kames Diversified Growth have both been awarded Positive Prospect ratings.

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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