Manager Research

We provide detailed institutional-quality global investment manager research and fund ratings. Based in South Africa and the UK,
all members of our manager research team have over ten years of investment experience.

  Latest Manager Research Updates

Fidelity Rating Update
28 Nov 2024
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M&G Funds Reviewed
30 Apr 2024
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PSG Funds Reviewed
23 Apr 2024
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Absa Global Value Feeder Fund name change
13 Mar 2024
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Nedgroup Investments Core Range Online note
12 Dec 2023
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To view all the updates click here.

Explaining Manager Research

We offer three rating categories, in descending order of confidence: Tier 1, Tier 2 and Tier 3.

Click here to understand our ratings process.

We rate each fund researched based on our Rating levels:

This is our top rating. We are satisfied that this offering is managed according to a well-considered process, applied consistently and supported by the business.
This is a good fund, however we have some minor concerns which may be people, process or business related.
This is a negative rating. We have one or more fundamental concerns about aspects of this fund and believe there are better alternatives.
An Under Review status indicates that Fundhouse is taking into consideration new changes to the business or fund which may effect the rating previously awarded.