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Our fund research is at the heart of everything we do.

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Our Aim

To deliver the very best investment funds to empower advisers to meet their client’s needs.

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Our Approach

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.

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Our Outcomes

Awarding tiered ratings to the funds we believe have the best prospects of meeting their objectives.

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Academy of Funds

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.

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3D Investing

3D Investing aims to provide an extensive, evidence-based audit, offering an independent verification of a fund or company’s Responsible investment credentials and credibility.

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What makes our research different?

Our research is fuelled by a qualitative process. We look beyond what a fund does and how it constructed to fully understand how it behaves and whether it represents good value for investors.

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1

Initial screening

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.

2

Qualitative Fund Assessment

Our analysts focus on the fundamentals: manager and the environment, investment philosophy and objectives, investment process, portfolio construction, risk management and value for money.

3

Fund Proposal

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.

4

Conviction-based Ratings

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.

5

Ongoing Monitoring

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.

6

Ratings reappraisal

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.

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Investment Professionals

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333

Square Mile Rated Funds

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753

Fund Manager Meetings In 2020