Fund Dashboard

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Square Mile partnered with FE fundinfo to launch the Fund Dashboard; an easy-to-interpret overview of core fund information designed to help assess a fund's ability to meet client's investment objectives. Combining Square Mile's qualitative fund research with FE fundinfo's quantitative analysis, the Fund Dashboard aims to deliver a significant amount of fund data in a simple and intuitive format.

The Fund Dashboard provides an interactive interface offering a snapshot of five key fund elements that are considered when selecting investments. Behind each of the five elements is a deeper analysis and insight that can support informed decisions

Example for illustrative purposes only

Opinion

A combination of qualitative and quantitative assessment of a fund's ability to meet its objectives through Square Mile's ratings and FE fundinfo's Crown Fund ratings respectively.

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Performance

A representation of a fund's absolute annualised return over 3 years, or since inception if the fund's history is shorter. If the primary output is income, the current yield is shown instead. In addition, the fund's success is shown as a percentage of time it has achieved its investment objective or Square Mile's expected outcome over the stipulated time frame.

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Risks

An assessment of the risk of the fund and the asset class in which it invests as well its Synthetic Risk and Reward Indicator (SRRI) profile. The fund's maximum drawdown during the last 3 years or 1 year if the fund has a shorter history.

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Costs

An overview of the fund's ongoing charges, its ex-ante transaction costs and the total cost of ownership. The ongoing charge and transaction costs are sourced from the European MiFID Template (EMT), provided by fund managers' data teams to FE fundinfo. The comparison,as illustrated by the value-o-meter,shows funds in the same peer group on a like-for-like basis i.e. active vs. active and passive vs. passive.

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ESG credentials

An assessment of ESG credentials at a company and fund level based on Square Mile's ESG Integration assessments. These are expressed by one of seven grades to reflect this level of ESG Integration.

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Introduction

Opinion

Performance

Risks

Costs

ESG

Summary

Academy of funds

Our research is fuelled by a qualitative process and our ratings reflect Square Mile's conviction in each fund's ability to deliver on its expectation. Access the latest research and opinion for over 300 funds.

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Responsible Investment

We are committed to building a common language around responsible investment, which is based on our view that responsible investment is used as a catch all to describe funds using investment as a force for positive change.

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The Fund Dashboard

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Opinion

Performance

Risks

Costs

ESG credentials

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Academy of funds

Responsible Investment

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