Insights

From the monthly archives: September 2020

We are pleased to present below all posts archived in 'September 2020'. If you still can't find what you are looking for, try using the search box.

Recent news from Schroder Fixed Income team

Schroders has announced that Andy Chorlton has been named as their new Head of Fixed Income, and after a decade, the previous incumbent, Philippe Lespinard, is stepping down from the role. This succession plan will take effect from 1st October and will be completed by the end of March 2021 upon Philippe's departure.

We believe the announcement does not meaningfully impact the investment process or teams of either of the Schroder fixed income funds in the Academy. We are therefore retaining our A ratings on both the Schroder Strategic Credit and the Schroder Sterling Corporate Bond funds.

Trium ESG Emissions Impact fund Awarded an A Rating

We are pleased to introduce the Trium ESG Emissions Impact Fund into the Academy of Funds with an A rating.

This is an absolute return equity long/short fund. Capitalising on the global drive to reduce greenhouse gas emissions and the regulatory enforcement of this trend, the manager makes long investments in companies which are undertaking measures to reduce their carbon footprints and environmental impact. At the same time, short investments are made in companies which have poor or deteriorating ESG characteristics. The fund is managed with very low net market exposure so returns, being driven principally by stock selection, should also continue to exhibit low correlation to stock market indices.

New Premier Talking Factsheets added to the Academy of Funds

We have added a new Talking Factsheet to the Square Mile Academy of Funds, featuring Square Mile's Senior Investment Consultant, Jake Moeller who reviews the objectives and risks and giving our views on the Premier Multi-Asset Conservative Growth, Premier Multi-Asset Global Growth and Premier Multi-Asset Growth & Income funds.

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Aegon Diversified Monthly Income reintroduced to the Academy of funds

We are pleased to announce the reinstatement of the Aegon Diversified Monthly Income fund back in to the Academy with an A rating.

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Rating removal for the Somerset Emerging Markets Dividend Growth fund

We have taken the decision to remove the Somerset Emerging Markets Dividend Growth fund from our Academy of Funds.

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Job Opportunity: Operations Manager

We have an exciting new opportunity for an Operations Manager 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.

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Sally Boyle joins Square Mile

Square Mile Investment Consulting and Research (Square Mile) has appointed Sally Boyle as Business Development Director. Reporting to Commercial Director Steve Kenny, Sally will provide senior-level support in developing and strengthening Square Mile’s relationships with IFA clients.

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New BNY Mellon and Schroders Talking Factsheets added to the Academy of Funds

We have added a new Talking Factsheet to the Square Mile Academy of Funds, including the BNY Mellon Real Return fund and the Schroder Asian Alpha Plus, Schroder Income and Schroder Recovery funds.

Watch the Talking Factsheets with Square Mile's Senior Investment Consultant, Jake Moeller, and Investment Research Analyst, Paul Angell who will be reviewing the objectives and risks, as well as giving our opinion on the above funds.

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