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To deliver the very best investment funds to empower advisers to meet their client’s needs.
Assessing funds across all asset classes and investment groups, we form our opinions through a combination of regular discussions with fund managers and our thorough qualitative and quantitative analysis.
Awarding tiered ratings to the funds we believe have the best prospects of meeting their objectives.
Our research is distinguished by its depth and detail. Visit Square Mile’s Academy of Funds to access our latest research and opinion across over 300 funds.
The 3D ratings are awarded to Responsible Investment (RI) funds which have been assessed against the 3D framework of ‘do good,’ ‘avoid doing harm’ and ‘lead change.’This enables funds to be compared in a systematic and objective manner by way of consistent profiling.
Our research is fuelled by a qualitative process. We look beyond what a fund does and how it is constructed to fully understand how it behaves and whether it represents good value for investors.
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Read the full Methodology
With over 3,000 FCA registered funds domiciled in the UK, only a small proportion meet our criteria. Our analysts are continually uncovering new fund ideas from a range of sources.
Our analysts focus on the fundamentals: manager and the environment, investment philosophy and objectives, investment process, portfolio construction, risk management and value for money.
Following our rigorous investment process, those funds which our analysts believe are truly best in class will be pitched to be introduced into our Academy of Funds.
Our ratings reflect Square Mile’s conviction in each fund’s ability to deliver on its expectation and are only given to those we are prepared to recommend to our clients.
The rated funds within our Academy of Funds are reviewed on a quarterly basis to ensure the process remains unchanged, to assess performance and to determine the drivers of returns.
The industry and market are ever-changing, and there are a number of factors that can trigger a reappraisal of a fund rating such as a manager departure or corporate activity.
When it comes to passive fund solutions, Square Mile’s research considers the various approaches but seeks to identify the best in class passive funds.
The Fund Dashboard provides an interactive interface offering a snapshot of five key fund elements to help you assess a fund's ability to meet your client's investment objectives.
Square Mile Rated Funds
Fund Manager Meetings over 12 months to end of May
Want to know more or have a question? Our team is here to help.