Mifid II rules on ESG a timebomb for some advisers
Assumption that clients are not interested means many are not even broaching the subject
Square Mile Research
Latest research from the analysts at Square Mile Investment.
-
-
Bailie Gifford Japanese Income Growth
Investing in Japanese companies with above average growth. Watch the Talking Factsheet for the Baillie Gifford Japanese Income Growth fund with Amaya Assan, Research Manager.
-
T Rowe Price Global Focused Growth Equity
A conviction based global equity fund seeking growth opportunities. Watch the Talking Factsheet for the T Rowe Price Global Growth Equity fund with Alex Farlow, Head of Risk Based Solutions Research.
-
Matthews Pacific Tiger
An all-cap portfolio with a focus on sustainable growing companies that can be held for the longer term. Watch the Talking Factsheet for the Matthews Pacific Tiger fund with Alex Farlow, Head of Risk Based Solutions Research.
-
AXA Global Short Duration Bond
This short dated global strategic bond fund draws on the strength of AXA’s regional fixed income teams. Watch the Talking Factsheet for the AXA Global Short Duration Bond fund with Alex Farlow, Head of Risk Based Solutions Research.
-
Premier Multi Asset Monthly Income
A diversified multi-asset fund which aims to pay a high level of income. Watch the Talking Factsheet for the Premier Multi Asset Monthly Income fund with Alex Farlow, Head of Risk Based Solutions Research.
-
First State Global Infrastructure
A global portfolio of high quality listed infrastructure securities. Watch the Talking Factsheet for the First State Global Infrastructure fund with Amaya Assan, Research Manager.
-
Baillie Gifford Multi Asset Growth
A multi asset fund that aims to deliver a return that is well ahead of cash whilst keeping volatility to a level below that of equities. Watch the Talking Factsheet for the Baillie Gifford Multi Asset Growth fund with Alex Farlow, Head of Risk Based Solutions Research.
-
Invesco Asian
This is a well-regarded fund offering investors broad exposure to the region in a sensible manner. Watch the Talking Factsheet for the Invesco Asian fund with Amaya Assan, Research Manager.
-
Merian UK Smaller Companies
A sensibly managed fund in what can be a volatile asset class. Watch the Talking Factsheet for the Merian UK Smaller Companies fund with John Monaghan, Head of Research.
-
Merian UK Mid Cap
A fund offering solid exposure to the UK mid cap market. Watch the Talking Factsheet for the Merian UK Mid Cap fund with John Monaghan, Head of Research.
-
Merian UK Equity – John Monaghan
Talking Factsheets is a video service for users of the Square Mile Academy of Funds website, which identifies the funds that are “best in class” through the Square Mile Investment Consulting Research fund ratings.