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Mutual Funds Selector

  • Mutual Funds Select List

    Cautious, balanced or adventurous. Independently researched mutual funds from Square Mile

Our way of helping you select a mutual fund that meets your investing goal and risk appetite. Our aim is to make it easier and quicker for you to select a mutual fund that suits you.

We’ve partnered with independent research experts, Square Mile Research. Square Mile Research are experts in researching funds and assessing whether they are meeting their objectives based on the following key criteria:

  • The people and their environment
  • Investment philosophy
  • Investment process and objectives
  • Portfolio construction and risk management
  • Performance and cost
  • Transparency, access and monitoring

Find out more

About Square Mile

Square Mile is an independent investment research business that works in partnership with regulated professional financial services firms. They help advisers and institutions to develop informed investment solutions so that, with their support, their clients can make the decisions that are right for them.

Focusing first and foremost on in depth, qualitative fund research, they provide tailored support and investment services for financial advisers, institutions and asset managers.

About Square Miles’s research approach

Square Mile's investment research process is qualitative in nature but is informed and supported by focused quantitative research. Their experienced team of fund analysts makes sure that any fund rated or recommend by Square Mile has a sound investment philosophy, a well-defined investment process and the right fund manager and team in place to meet its objectives and deliver its expected outcome.

They regularly monitor all their rated and recommended funds to make sure they are performing in line with their expectations and are providing value for money for investors.

Get going in three easy steps

Assess risk appetite

Assess your level of risk and choose one of three categories best suited to your risk appetite – cautious, balanced, or adventurous.

Choose a fund

Assess your investment goal and choose one of three to four mutual fund options listed within your risk category – growing the capital that you have, receiving an income from your investment, or ethical investing (please note this option is only available in the balanced category).

Review and invest

Review the mutual fund information, and once you are happy with your selection click through to buy.

Cautious

I would prefer a less bumpy journey and understand that this may result in lower returns. I am willing to invest for at least 5 years.

More information

Balanced

I understand the journey may be bumpy but would prefer it not to be too rough. I am willing to invest for a reasonable timeframe (at least 5-7 years).

More information

Adventurous

I understand that adventurous investing may mean taking a bumpier path with the hope of higher returns at the end. I am prepared to invest over a longer time horizon (at least 7-10 years).

More information

The mutual funds selector is provided to Selftrade by Square Mile Investment Consulting Research Limited, an independent research firm. The value of investments can fall as well as rise and any income from them is not guaranteed and you may get back less than you invested. Past performance is not a guide to future performance. Neither Selftrade or Square Mile provide advice or make recommendations about investments. If you have any doubts about the suitability of an investment, you should seek advice from a suitably qualified professional adviser.