Experienced Investor
Revealed: Fund expert’s top picks
Square Mile Investment Consulting & Research has launched its Academy of Funds, a showcase of all the funds the firm is prepared to recommend to clients.
The funds on the initial list of 182 will each have a rating – A, AA, or AAA – with 22 currently carrying the top AAA score.
Square Mile says its ranking system pays particular attention to investment outcomes, including capital accumulation, capital preservation, inflation protection, and income.
Managing director Richard Romer-Lee (pictured) said: “In launching the Square Mile Academy of Funds, we have set out to create a truly differentiated proposition where all advisers can benefit from the recommendations we make to our clients.
“Clients and advisers alike will benefit from the research and insight which underlies the recommended funds listed. The Academy of Funds represents the highest investment talent in the UK retail investment industry.”
Square Mile’s AAA-rated funds
Aberdeen Emerging Markets Equity
AXA Framlington UK Select Opportunities
BlackRock European Dynamic
CF Lindsell Train UK Equity
CF Woodford Equity Income
Fidelity Extra Income
Fidelity Moneybuilder Income
Fidelity MoneyBuilder Income Reduced Duration
First State Asia Pacific Leaders
First State Asia Pacific Sustainability
First State Global Emerging Markets Leaders
GLG Japan CoreAlpha
Henderson European Growth
Invesco Perpetual Corporate Bond
Invesco Perpetual Tactical Bond
Jupiter European
Jupiter Merlin Balanced
Jupiter Merlin Growth Portfolio
Jupiter Merlin Income Portfolio
Schroder Tokyo
Schroder UK Dynamic Smaller Companies
Standard Life Investments UK Smaller Companies