Insights

From the monthly archives: August 2017

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

Changes to the Vontobel TwentyFour Absolute Return Credit fund

We are pleased to upgrade the Vontobel TwentyFour Absolute Return Credit fund from a Positive Prospect to a A rating. Whilst the strategy is still relatively new as the fund was launched in August 2015, the fund has managed to weather several market dips in this time

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Fund rating removal and a fund downgrade

We have decided to remove the GS India Equity Portfolio and move the Jupiter Merlin range of funds from AAA to AA from our Academy of Funds. The fund's AA rating was suspended when the manager took the decision in April to depart Goldman Sachs to pursue other opportunities. We have since then had a meeting with the new manager, Hiren Dasani, to discuss his plans for the fund.

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Q&A Session with Neil Woodford at the Cofunds Conference

This video features Richard Romer-Lee's Q&A session with Neil Woodford, Woodford Investment Management at the Cofunds Investment Conference on 20 June 2017. They discuss reasons to be positive post-election, the risks to the global economy, strategies for a total return outcome and is small cap investing a missed opportunity?

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Removal of Kames High Yield Bond and Kames Strategic Bond funds from the Square Mile Academy of Funds

It is with sadness that we announce the removal of the Kames High Yield Bond fund and the Kames Strategic Bond fund from the Square Mile Academy of funds following the news that David Roberts, Head of Fixed Income, and Phil Milburn, Head of Fixed Income Investment Strategy, would both be leaving the company.

Mr Roberts and Mr Milburn were both named managers on the Kames Strategic Bond fund, along with Juan Valenzuela who remains a manager on the fund. We will seek to meet with the new co-manager, Alex Pelteshki, as soon as possible, but in the meantime feel it more prudent to remove our rating on the fund.

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