Insights

From the monthly archives: January 2019

We are pleased to present below all posts archived in 'January 2019'. If you still can't find what you are looking for, try using the search box.

Leading asset managers and industry heavyweights continue to join The Big Exchange

The Big Exchange has attracted additional support from leading fund managers to launch a revolutionary mobile-first investment service that will bring a wide range of; social and environmental impact funds direct to a retail audience for the first time.

Pictet Asset Management, Quilter, Stewart Investors, WHEB Asset Management, and Tortoise have now joined the cross-industry partnership which aims to revolutionise the way UK retail investors engage with investing by building a service which encourages and rewards positive impact.

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Square Mile introduces the Liontrust Sustainable Future Corporate Bond, Vanguard SRI Global Stock and Vanguard SRI European Stock funds to the Academy of Funds

We are delighted to announce a bolstering to the responsible investment funds that we recommend on the Square Mile Academy of Funds.

We have awarded the Liontrust Sustainable Future Corporate Bond fund an A rating and the Vanguard SRI Global Stock and Vanguard SRI European Stock funds 'Recommended' ratings respectively.

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Fund manager changes at Merian Global Investors

Richard Buxton has stepped down as CEO of Merian Global Investors (MGI) with immediate effect in order to solely focus on investment matters. Although he will remain on the firm's board, he has passed over CEO responsibilities to MGI's former non-executive director Mark Gregory.

Mr Buxton remains invested in the business and as head of UK equities. He will also remain as manager of the Merian UK Alpha fund, and therefore we will continue to support the strategy with a AA rating.

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New Baillie Gifford, First State and M&G Talking Factsheets have been added to the Academy

We have added four new Talking Factsheets to the Square Mile Academy of Funds, featuring Research Manager, Amaya Assan and Head of Risk Based Solutions Research, Alex Farlow, reviewing the objectives and risks and giving their view of the funds.

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Fund Suspension

Following the news that long-time manager of the JPM Unconstrained Bond fund, Nick Gartside, is leaving JP Morgan, we have suspended our A rating on the fund. Co-manager, Iain Stealey, remains in place, as do the wider team who feed into this fund, and this gives us comfort. We would, however, like to meet Mr Stealey and hear what plans JP Morgan have to further strengthen the management team of this fund. We have suspended our rating whilst JP Morgan make any changes and we have a chance to assess them properly.

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Square Mile hires John Lester as Business Development Director

Square Mile Investment Consulting and Research, announces the appointment of John Lester as a Business Development Director bolstering its sales team. He joins from Investec Asset Management where he was Sales Director of strategic partnerships for 6 years.

At Square Mile, John will be responsible for developing consulting business and managed portfolio services with financial advisers, life companies and platforms, as well as managing client relationships.

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Fund rating change for the AXA UK Select Opportunities fund

Following an extensive and successful career, this fund's longstanding manager, Nigel Thomas, will be retiring in March 2019. In preparation for his departure, he will be handing over the management of this fund to the fund's co-manager, Chris St John, on the 31st December 2018. Mr St John has been the manager of the A rated AXA Framlington UK Mid Cap fund since 2011, and he has also been the manager of this fund's offshore equivalent, the AXA World Funds Framlington UK fund, since its launch in 2016.

We acknowledge Mr St John's experience and long-term track record running UK mid and small cap equities strategies, but his fund management capabilities are yet to be fully tested at the upper end of the market cap range.

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