Insights

From the monthly archives: April 2018

We are pleased to present below all posts archived in 'April 2018'. If you still can't find what you are looking for, try using the search box.

Manager of the AXA Framlington UK Select Opportunities fund to retire

Following the announcement that Nigel Thomas, manager of the AXA Framlington UK Select Opportunities fund is due to retire in March 2019, long-standing team member, Chris St John, will assume responsibility for the management of this fund on 31st December 2018.

We view this as a sensible appointment and as the incumbent manager remains at the helm of the fund, we will therefore not be changing our AAA rating at present. We hold Mr St John in high regard, as reflected by our A rating on the AXA Framlington UK Mid Cap fund, a strategy which he manages.

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New Old Mutual Talking Factsheets Added to the Academy

We have added four new Talking Factsheets to the Square Mile Academy of Funds, featuring Research Team Manager, John Monaghan, reviewing the objectives and risks and giving his views of the funds.

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Update on the Aberdeen Standard Investments UK Equity team

Aberdeen Standard Investments have announced a number of changes to their UK equities desk. Karen McKellar, manager of the Standard Life Investments UK Equity High Income fund, has decided to retire, whilst Henry Flockhart, manager of the Standard Life Investments UK Equity High Alpha fund, and support services and real estate analyst, Adam McInally, have left the business.

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New Premier Talking Factsheets Added to the Academy

We have added two new Talking Factsheets to the Square Mile Academy of Funds, featuring Head of Risk Based Solutions Research, Alex Farlow, reviewing the objectives and risks and giving his views of these funds.

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New AXA IM Talking Factsheet Added To The Academy

We have added a new Talking Factsheet to the Square Mile Academy of Funds, featuring Head of Risk Based Solutions Research, Alex Farlow, reviewing the objectives and risks and giving their views of the fund.

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Update on the Newton Global Income fund

Following the news that the co-manager of the Newton Global Income fund, Ian Clark, is leaving Newton in August of this year we have decided not to take any action regarding our A rating of the fund at this time. In essence, Nick Clay remains the lead on the fund and we do not believe at this stage that this departure critically undermines the investment strategy.

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Square Mile introduces the Premier Liberation range to the Academy of Funds

We are delighted to announce the introduction of the Premier Liberation range into the Academy of Funds at a Recommended rating. The four risk-targeted funds in the range target Dynamic Planner risk profiles 4, 5, 6 and 7. We have a high regard for the focused and stable Premier multi-asset team that is led by the experienced David Hambidge. The team has an established investment approach and this has been implemented consistently for a number of years.

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