Insights

From the monthly archives: December 2019

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

Comgest Growth Europe ex UK Awarded an A Rating

We are pleased to award the Comgest Growth Europe ex UK fund with an A Rating. This fund’s managers seek to invest in high quality companies that they believe have strong and sustainable growth prospects. We believe this is an attractive, long-term offering for investors seeking exposure to European equities.

Rating Change for Kames Ethical Cautious Managed

We are pleased to announce that we have reintroduced Kames Ethical Cautious Managed into the Academy of Funds with a Responsible A rating. The fund was suspended following a number of senior departures from the fixed income team in 2018. Since then, Kames have made a number of senior hires to replace those who left the team. Importantly, the fund’s well regarded fund managers, Audrey Ryan and Iain Buckle, continue to run the fund as they always have and we are now comfortable reinstating the fund's rating.

Responsible Ratings Change - Stewart Investors Asia Pacific Leaders, Asia Pacific Sustainability, Indian Subcontinent Sustainability and Worldwide Sustainability

We have decided to remove our suspension of the ratings of the following funds, after our update with David Gait, who co-manages these funds with other team members of the Sustainable Funds Group within Stewart Investors. Mr Gait is joint Managing Partner of the firm. Whilst we feel reassured that the recent team departures have been managed in an efficient manner, we would like to see a period of stability within the wider Stewart Investors group, such that it does not, for instance, have an impact on the quality of idea generation, which can happen on occasion when there are changes in portfolio management and/or research teams.   Stewart Investors Asia Pacific Leaders fund – Previously Responsible AAA Rating changed to Responsible AA Rating Stewart Investors Asia Pacific Sustainability fund – Previously Suspended Responsible AAA Rating changed to Responsible AA Rating Stewart Investors Indian Subcontinent Sustainability fund – Suspended Responsible AA Rating to Responsible AA Rat ...

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PIMCO Select UK Income & BNY Mellon Sustainable Global Dynamic Bond Introduced to the Academy of Funds

We are pleased to announce the reintroduction of the PIMCO Select UK Income fund to our Academy at an A rating. We have now met with the fund's new lead manager, Eve Tournier, and are confident that she will continue to run the fund in line with the sensible income focus that the fund's investors have become accustomed to. She is backed by the vast PIMCO resources as well as two experienced co-managers, Andrews Balls and Ketish Pothalingam on this fund.  We are also pleased to announce that we have awarded a Responsible Positive Prospect rating to the BNY Mellon Sustainable Global Dynamic Bond fund. Square Mile Responsible ratings are awarded to funds which include within their objectives or mandates an element that explicitly aims to have a positive impact on society and/or the environment, as well as to deliver on their stated financial objective. In our view, this fund meets this requirement. Launched in February 2019, this is the sister fund of the Square Mile AA rated Global Dynamic ...

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Get to know some faces of the future

Square Mile talked to some of the fund management faces of the future on their background, career path and what they like to do outside of work and this is what they said...




Square Mile partners with FE fundinfo to launch fund dashboard

Square Mile and FE fundinfo are to assist financial advisers in their fund selection through the launch of a Fund Dashboard. The fund dashboard is an easy-to-interpret overview of core fund information designed to help advisers assess a fund’s ability to meet clients’ investment objectives. A joint venture between Square Mile and FE fundinfo, two leading specialists in fund analysis, the Fund Dashboard aims to deliver a significant amount of information in an easily understood format and is the result of a broad industry consultation to determine which aspects should be included. The resulting development aims to provide a comprehensive view of key fund characteristics to support informed fund selection based on five key elements: • Opinion: A combination of a qualitative and quantitative assessment of a fund’s ability to meet its objectives through Square Mile’s Fund Ratings and FE fundinfo’s Crown Fund Ratings respectively. • Performance: A representation o ...

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What Fund Managers think will be different in 20 years time

Square Mile asked some of the fund managers they know, one thing that will be different in 20 years, and this is what they said...




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