Insights

From the monthly archives: May 2019

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

Square Mile introduces the T. Rowe Price Global Focused Growth Equity Fund to the Academy of Funds

We are pleased to award the T. Rowe Price Global Focused Growth Equity fund with an A rating.

We have met with the fund's manager, David Eiswert, on several occasions and have built our conviction in his ability to consistently meet the fund's performance objective. This strategy is managed with a bias towards growth stocks further up the market capitalisation scale, but it is designed to provide investors with broad regional and industry exposure to companies listed around the globe.

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NextWealth Live 2019 Panel: Is the fund fit for purpose?

Richard Romer-Lee hosts a panel discussion challenging: Is the fund fit for purpose? Panelists David Tiller of Standard Life, Verona Kenny of 7IM, Howie Li of LGIM and Michael Ohanessian of Praemium debate whether competitive structures to the traditional mutual fund will overtake funds.

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Fund rating reinstatement for the PIMCO Global Libor Plus Bond fund

We are pleased to lift our suspension on the PIMCO Global Libor Plus Bond fund. We have now met with the fund's new co-manager, Nidhi Nakra, and we believe that the mixture of experience and geographies amongst the fund's management team works well.

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Fund rating suspension for the Jupiter European and JGF Jupiter European Growth funds

Following on from the announcement that there will be significant changes in the management of the Jupiter European and JGF Jupiter European Growth funds later in the year, we are of the opinion that there is now less clarity in terms of the time line of this process. The incoming fund manager Mark Nichols, is due to join Jupiter Asset Management this summer and subject to regulatory approval, he will be taking charge of the two funds around the second half of this year.

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Job Opportunity - Operations Assistant

We have an exciting new opportunity for an Operations Assistant to join a small and dynamic business based in the City of London - and we're looking for an equally dynamic person to join our journey.

The role
This role is primarily responsible for supporting the Head of Operations in the day-to-day operational management of the business.

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New Schroder Talking Factsheet has been added to the Academy

We have added a new Talking Factsheet to the Square Mile Academy of Funds, featuring Head of Research, Victoria Hasler, reviewing the objectives and risks and giving her views of the fund.

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Behavioural Finance – Why some battered beans might hold the answer

I was reading an article the other day by Warren Buffet, one of the greatest investors of our generation. He said "most people get interested in stocks when everyone else is. The time to get interested is when no one else is. You can't buy what is popular and do well".

This so called investment 'guru' got me thinking. Why is the stock market so different from every other market? If you went into a supermarket and a tin of baked beans was half the price it was a month earlier, you are far more likely to buy it now than a month ago. This would apply even if the reason it was half price was that it had a dent in it and it looked a bit battered. After all, the beans would still taste the same!

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Richard Romer-Lee talks Assessment of Value

Square Mile are working with MosaicNED in supporting ACD Boards and Independent Executive Directors on the assessment of value. Richard Romer-Lee in this video highlights the importance of assessing value, perceptions around value and the responsibility our industry has.

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Fund rating suspension for the Majedie UK Equity

Following some changes to the fund's management team, we have decided to suspend the AA rating of the Majedie UK Equity fund. Matthew Smith has stepped away from the fund to focus solely on the Majedie Tortoise fund, which he also manages, and will be replaced by Imran Sattar, who joined Majedie in June 2018 as a co-manager of the Majedie UK Focus fund.

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