Lam's Somerset EM Dividend Growth fund removed from Square Mile's Academy of Funds

Aegon Diversified Monthly Income fund 'A' rating reinstated

Lauren Mason
clock • 2 min read

Square Mile Investment Consulting and Research has removed its rating for Edward Lam’s Somerset Emerging Markets Dividend Growth fund, ousting it from the firm’s Academy of Funds, in its latest ratings rebalance.

The Square Mile team, which conducted 121 interviews across 34 different asset management groups in September, also awarded Trium ESG Emissions Impact a new ‘A' rating, while it decided to retain its A ratings for Schroder Strategic Credit and the Schroder Sterling Corporate Bond funds after the firm's head of fixed income announced he is stepping down. Somerset hires Liontrust's Williams to take over Edward Lam's fund The rebalance, which awards funds either A, AA or AAA ratings based on their ability to deliver their objectives, also led to the reinstatement of Aegon Diversified Mon...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Investment

Stories of the week: FCA, Cash ISAs, and AIM

Stories of the week: FCA, Cash ISAs, and AIM

FCA to cut down on regulation; Cash ISA 'hoarding'; AIM could thrive alongside PISCES

Sarka Halas
clock 28 March 2025 • 1 min read
Funds to Watch panel: Fund selection leaders on manager turnover, boutiques and SDR

Funds to Watch panel: Fund selection leaders on manager turnover, boutiques and SDR

Key issues for selection teams

Katrina Lloyd
clock 27 March 2025 • 10 min read
Partner Insight: Robeco Active Quant - How to target alpha today

Partner Insight: Robeco Active Quant - How to target alpha today

Robeco
clock 27 March 2025 • 5 min read
Trustpilot