Square Mile launches six passive model portfolios

The portfolios are launched in preparation for Consumer Duty

Elliot Gulliver-Needham
clock • 1 min read

Square Mile Investment Services has launched a range of six passive model portfolios in preparation for Consumer Duty and the assumption of distributor status by a range of advisers.

The six funds, which range in risk from ‘defensive' to ‘speculative', will hold around 20 funds, each of which will be rated ‘Recommended' or ‘Responsible Recommended' by Square Mile. Square Mile said portfolio construction aims to draw on the strategic asset allocation applied by the firm's broader range of bespoke portfolio solutions, with tactical tilts to benefit from shorter-term opportunities. The portfolios will consist of funds across UK government and corporate debt, international fixed income, global high yield and UK and international equities. All funds will have an ong...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

SFO secures six-figure confiscation order against Axiom Legal Financing fraudster

SFO secures six-figure confiscation order against Axiom Legal Financing fraudster

David Kennedy is currently serving an eight-year prison sentence

Sahar Nazir
clock 22 December 2025 • 1 min read
Private markets push meets adviser pragmatism: 'Real shift will come when advisers are empowered, not pressured'

Private markets push meets adviser pragmatism: 'Real shift will come when advisers are empowered, not pressured'

Higher proof-of-value demands and operational challenges keep private markets on margins of UK advice portfolios

Sahar Nazir
clock 19 December 2025 • 9 min read
Feel Good Friday: Tyndall Partnerships supports charity drive delivering Christmas aid to over 500 families

Feel Good Friday: Tyndall Partnerships supports charity drive delivering Christmas aid to over 500 families

Business development exec Lawrence Patrick joined charity The Mehiel Foundation

Professional Adviser
clock 19 December 2025 • 1 min read