The information in this website is aimed at UK Investment Professionals (i.e. regulated firms) only.
Any persons who do not fall within the definition of Investment Professional should not use or rely
on the information in this website and should seek professional advice regarding their investments.
This website is for investment professionals only
and information contained on this website is not suitable for personal investors. For further help
or information, please contact your financial adviser or find a financial adviser at
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.
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.
We are pleased to announce that we are upgrading the rating of the LF Havelock Global Select fund from a Positive Prospect rating to an A rating.
Following the news that Mark Healy has left AXA Investment Management, we are retaining the A rating on the AXA Framlington Global Sustainable Managed fund
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.