Insights

From the monthly archives: June 2017

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

Rating Reinstatment For First State Global Resources

We have decided to re-instate this fund's A rating following a meeting with the new Head of the Global Resources team, Todd Warren, and the new lead manager of this fund, Tal Lomnitzer. The fund was previously suspended after news of the impending retirement of Dr Joanne Warner, who was lead manager of this fund and head of the Global Resources team since 2010.

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Six New Talking Factsheets Added To The Academy of Funds

We have added six 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. 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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Removal of BlackRock Continental European Fund Rating

Following the recent news of the departure of Vincent Devlin, manager of the BlackRock Continental European fund, we have taken the decision to remove the fund from our Academy of Funds.

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Square Mile hires Diane Earnshaw as Head of Client Relationships

Square Mile Investment Consulting and Research Ltd today confirms the appointment of Diane Earnshaw as Head of Client Relationships. Diane will be a senior member of the research team and responsible for building and consulting client and financial adviser relationships.

Diane has over 20 years' experience of analysing a broad range of investment vehicles and was previously Co-Head of Manager Selection and Head of UK Consultancy for Morningstar. Earlier positions include Head of Research & Investment at Origen Financial Services and Investment Research Manager at Aon Consulting Financial Services.

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Changes to the First State Global Resources fund

Following the recent announcement of Dr Warner's retirement in August 2017, we have decided to suspend the First State Global Resources fund's rating. Dr Warner has been lead manager on this fund since 2007 and has headed the global resources team since 2010.

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Changes to the AXA Distribution fund

Despite the recent announcement that Jim Stride, long standing head of Distributions funds at AXA IM, is to retire, Square Mile is retaining its A rating on the AXA Distribution fund. Over the past few years Mr Stride had continued to preside over the fund's asset allocation with Jamie Forbes-Wilson responsible for UK equity selection and John Madziyire managing the fixed income component.

Whilst we acknowledge the experience Mr Stride brings to the overall investment process, his role within this fund has become more marginal with Mr Forbes-Wilson taking on much of the day-to-day responsibility.

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Rating removal of Schroder UK Dynamic Smaller Companies

In response to the recent announcement that fund managers, Paul Marriage and John Warren, are due to leave Schroders later this year, Square Mile took the initial decision of suspending the AAA rating on the Schroder UK Dynamic Smaller Companies fund.

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