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.

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Rating Review - Jupiter Merian World Equity Fund and Old Mutual Global Equity Fund
7 Aug 2025
Following our latest review of the Jupiter Merian World Equity Fund and the rand-denominated Old Mutual Global Equity Fund, we have maintained a Tier 2 rating for the former and downgraded the latter to Tier 3.Jupiter Merian World Equity FundFrom a business and shareholder perspective, we note the h...
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Rating Review - Ninety One
6 Aug 2025
Ninety One recently announced some meaningful changes to its investment team, which influence the funds that we rate. These changes have come at a time when the company is navigating the acquisition of Sanlam Investment Management (SIM) from Sanlam. We continue to maintain positive rating views on m...
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Rating Review - Baillie Gifford Emerging Markets Leading Companies Fund
3 Jul 2025
We recently completed our review of the Baillie Gifford Emerging Markets Leading Companies Fund and have upgraded its rating from Tier 3 to Tier 2.Baillie Gifford is a long-standing independent investment business with an established investment philosophy.In our previous assessment, we noted that wh...
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Fairtree Equity Prescient Fund Reviewed
5 Jun 2025
We have recently completed our review of the Fairtree Equity Prescient Fund and have maintained our Tier 2 rating. As a reminder, a Tier 2 rating is a positive rating where we have some minor concerns we are monitoring.   We previously reviewed this fund in 2023 after one of the fund’s ...
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Rezco Fund Range Reviewed
22 May 2025
We have recently completed a review of the Rezco fund range and have downgraded the Value Trend, Managed Plus, Stable and Equity funds to Tier 3. We previously rated the Value Trend, Managed Plus and Stable funds Tier 2 and the Equity fund Tier 1.   During our review in 2023, we were able to ...
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Coronation Fund Range Reviewed
13 May 2025
We have recently completed our review of Coronation’s Global and local fund range and have downgraded the Global Emerging Markets fund to Tier 2 and the Coronation Equity Fund to Tier 2. A Tier 2 rating means that the funds remain positively rated and are still investable but there are a few a...
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Lindsell Train Global Equity Fund Reviewed
13 May 2025
We have recently completed our review of Lindsell Train and have downgraded the Global Equity Fund and the BCI Feeder Fund to Tier 3. We detail our reasons for the downgrade below.   Fund Prior Rating Current Rating Lindsell Train Global Equity Fund Tier 1 Tier 3 BCI Linds...
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Baillie Gifford Worldwide Discovery Fund Reviewed
12 May 2025
We have recently completed our review of the Baillie Gifford Worldwide Discovery Fund and have downgraded the fund from Tier 1 to Tier 2. As a Tier 2, the fund remains positively rated and we still invest in the fund on behalf of clients. However, there are a few areas that we would like to monitor ...
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Rating Review - PSG Balanced Fund
17 Apr 2025
We have concluded our review of the PSG Balanced Fund and have retained our Tier 3 rating. Since our previous review in 2023, PSG have announced the departure of their CEO Anette Ahern and the appointment of Lyle Sankar as her replacement. Lyle previously served as Head of Fixed Income at PSG and a...
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Nedgroup Investments Global Equity Fund Reviewed
10 Apr 2025
We have recently completed our review of the Nedgroup Investments Global Equity Fund. We have downgraded the fund’s rating from Tier 1 to Tier 2. As a reminder, a Tier 2 rating is a positive rating where we have some concerns we are monitoring.   Veritas Asset Management (Veritas) is th...
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