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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
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.
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 ithas achieved its investment objective or Square Mile's expected outcome over the stipulated time frame.
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.
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.
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.
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.
The industry and market are ever-changing, and there are a number of factors that can trigger a reappraisal of a fund rating. Discover the latest changes to the Academy of Funds.
Want to know more or have a question? Our team is here to help.