The research team at Square Mile Consulting and Research has awarded new ‘A’ ratings to GAM Star Japan Leaders, Royal London Short Duration Gilts and Liontrust UK Growth in the latest monthly rebalance of its Academy of Funds.
Thematic fund focused on demographics
Developed in conjunction with IHS Markit
Big waves in thematic investment
GAM’s group head of sales and distribution Tim Rainsford steps down
Commodities products flood top ten
Follows launch of hard currency fund
Seed capital from Finnish pension firm
Better results from investing 'blindly'
Recovery and Pan European Select Smaller Companies funds singled out
Active funds pick up £3.5bn
Making big waves in the multi manager space
Weekly review of the best performing funds
Extended to 31 March 2021 for solo-regulated firms
Multi-manager and advisory businesses
51% AUM increase over 12 months
First in suite of ESG funds for UK investors
Managed by global balanced risk control team
Formerly Wealth 50
Global Income fund overweight in mega-cap US stocks
Returns 'fall short of forecasts'
Moves from overweight to underweight position
Exclusionary ESG screen