Out of 3,000 funds available, only 10% make it through the selection process
60 funds, spanning a range of categories, have been selected for EQi investors
Square Mile has created three fund lists, aligned to different levels of investing experience
It has an experienced team of investment professionals dedicated to providing qualitative analysis of the fund market. Their job is to identify the funds they believe are most likely to meet certain investment objectives over the long-term.
Where do they start?
Square Mile believes that to be truly effective they must have a clear understanding of the needs of investors. It’s an approach which involves researchers evaluating then categorising funds in the context of three key outcomes:
This can be useful for investors trying to determine which fund is right for them and informing choice. Whatever life stage you have reached, the research will help you make selections in line with your financial aims.
Square Mile looks at who the fund manager is, the company they are part of, and how they have performed for private investors over the years.
Where an investment house is less well known, but Square Mile is selecting its funds, EQi investors can be assured that sufficient due diligence has been carried out not only on the structure of the firm but its commitment to and longevity in the UK market.
Quality as standard. The Square Mile fund selection process follows a number of criteria and considerations.