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Our investment fund research is at the heart of everything we do.
Centered on outcomes, whether its responsible, active, passive, or multi-asset funds, our research and range of ratings is designed to help you find the right funds to meet your client’s needs.
Fuelled by a qualitative process, our ratings are centred on outcomes to help you identify funds suited to your client’s goals.
Our tiered ratings reflect our conviction in a fund’s ability to meet its objectives.
Undergoing the same rigorous research process, these funds will also have a responsible outcome within its mandate.
Following the same scale, our tiered ratings reflect our conviction in a fund’s ability to meet its dual objective.
Fund are assessed against the 3D Investing framework of ‘do good’, ‘avoid doing harm’ and ‘lead change’.
This enables responsible investment funds to be compared in a systematic and objective manner by way of consistent profiling.
Launched in 2014, the Academy of Funds houses the latest research and opinion for over 300 Square Mile rated funds, helping you to identify which best meets your client’s outcomes.
Following the announcement that lead manager, Eugene Philalithis, will be retiring from day to day fund manager responsibilities in March 2024
Following the news of longstanding co-portfolio manager Chris Fields’ pending retirement, as well as a second co-portfolio manager and CIO, James de Uphaugh, stepping off the fund to leave Imran Satta
We are pleased to announce that we have awarded the BlackRock MyMap Fund range a Recommended rating.
We are pleased to announce that we have awarded the TM Redwheel Global Equity Income Fund an A rating.
We are pleased to introduce the Lindsell Train North American Equity fund into our Academy of Funds with a Positive Prospect rating.
Through our rigorous research process, we seek to fully understand how a fund behaves and whether it represents good value for money.
Read our full research methodology below.
3D Investing is designed to support the fund selection process by assessing responsible investment funds against the framework of do good, avoid doing harm and lead change.
We consider the various approaches but seek to identify the best-in-class passive fund solutions. Take a look at how we assess passive funds through our research.
We offer a range of services to support you and your business, including fund selection governance, a tailored Managed Portfolio solution, constructed using our rated funds and more.
Learn more about our commitment to helping you and your clients navigate the responsible investment landscape, through our research and ratings, and our investment management solutions.
Want to know more or have a question? Our team is here to help.