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Revealed: Fund expert’s top picks

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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.
Revealed: Fund expert’s top picks

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

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