Insights

From the monthly archives: January 2017

We are pleased to present below all posts archived in 'January 2017'. If you still can't find what you are looking for, try using the search box.

Merger of Fidelity MoneyBuilder Income Fund with the Fidelity MoneyBuilder Income Reduced Duration Fund

Fidelity have recently announced that the AAA rated Fidelity MoneyBuilder Income Reduced Duration Fund merged with the AAA rated Fidelity MoneyBuilder Income Fund. Therefore the Fidelity MoneyBuilder Income Reduced Duration Fund has been removed from Square Mile's Academy of Funds.

With regards to the Fidelity MoneyBuilder Income Fund, we have maintained our AAA rating as we still have a high regard for the fund manager Ian Spreadbury and do not believe that the merger of funds will impact his ability to manage the fund.

Square Mile introduces the AXA Framlington UK Mid Cap to the Academy of Funds

We are pleased to announce the addition of the AXA Framlington UK Mid Cap fund to Square Mile's Academy of Funds and have awarded it an A rating.

Whilst the manager, Chris St John, has only managed the fund since its launch in March 2011, he is a manager we have monitored for some time. He has consistently applied his investment approach for over 10 years delivering a robust set of returns in both the mid- and small-cap areas of the UK market.

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Removal of Recommended rating - Aviva Investors Property Trust

Following our decision in July to suspend all recommended ratings on funds directly investing in commercial property in the aftermath of the Brexit vote, we have continued to monitor the situation closely. Having seen an easing of market conditions, we took the view to lift our blanket suspension and reverted back to our normal practice of considering recommendations on an individual fund basis.

Of our recommended funds, the Aviva Investors Property Trust was the last fund to re-open (15 December 2016) and having reviewed the strategy we have taken the difficult decision of removing the fund from our Academy of Funds.

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Square Mile introduces the Old Mutual Global Equity and Old Mutual North America Equity to the Academy of Funds

We are very pleased to introduce both the Old Mutual Global Equity and Old Mutual North America Equity into our Academy both as an A rating. These are, in general, managed in a different manner to many peers, with a reliance upon a systematic investment process that uses rules and risk controls to make trading decisions in a methodical way.

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Square Mile upgrades Aviva Investors Multi Strategy Target Return and Aviva Investors Multi Strategy Target Income funds to A-rating

Square Mile Investment Consulting & Research (Square Mile) has upgraded the Aviva Investors Multi Strategy Target Return fund and the Aviva Investors Multi-Strategy Target Income fund from a Positive Prospect (P+) rating to a A rating.

Funds within the Square Mile Academy of Funds carry a rating - A, AA, AAA, Recommended 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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New AXA IM Talking Factsheet

We have added a new Talking Factsheet 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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New M&G Talking Factsheets

We have added two new Talking Factsheets 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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