Research - Active Funds

 

The purpose of our research and service offering is to help our clients put the needs of investors at the heart of their advice process and in doing so assist advisers in the delivery of high quality investment solutions. With over 3,000 FCA registered funds domiciled in the UK, the majority being actively managed funds, it is imperative that advisers are able to identify funds or solutions that not only meet a client’s required investment outcome but also deliver against their stated investment objective through the application of their investment policy. 

For Active funds we believe that the best way to achieve this is through intensive, qualitative fund research. The delivery of rigorous, insightful, forward looking research, which adds demonstrable value to investors cannot be achieved solely through backward looking quantitative analysis. Real value comes from truly understanding fund managers and this can only be achieved through an in depth knowledge of how they think and work.

For this reason alone we have built one of the strongest and most respected qualitative investment research teams in the UK. We choose to work in the heart of the fund management community so our investment analysts can meet fund managers on a daily basis. We also know that on-going meetings with Managers is dependent upon the knowledge, skill and experience of our analysts and their ability to earn a fund manager’s time, respect and trust. Such an approach takes both time and an investment in the right people, and importantly delivers superior outcomes for Investors.

To find out more about the Square Mile Fund Research Process please click here.

The result of this work we hope is evident in our Academy of Funds. The Academy is free to access for Adviser firms and if you have not yet registered we would invite you to do so by clicking here.

Latest Insights

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We have a high regard for the manager, Andrew Rose, and his very disciplined and sensible approach to investing in this market. However, the fund's objective...

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Changes to the Jupiter Strategic Reserve fund

Following the recent news that Miles Geldard is going to step back from fund management at the beginning of next year, while co-manager, Lee Manzi, will...

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