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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Research Comments

Rating Review - Fidelity Funds
26 Oct 2026
We have completed our latest review of the Fidelity Funds – Emerging Markets Fund and maintained our Tier 2 rating. Tier 2 is a positive rating, with some minor concerns we are monitoring. This is the first review of the fund by our South African manager research team, which has taken over cov...
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Rating Review - Sesfikile Capital
26 Oct 2026
We have completed our latest review of Sesfikile Capital and maintained our Tier 1 rating on its local property capability and our Tier 2 rating on its global property capability. Tier 1 is our highest rating. Tier 2 is a positive rating, with some minor concerns we are monitoring.   Business...
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Rating Review - Allan Gray
26 Oct 2026
We have completed our latest review of the Allan Gray unit trust range and made no rating changes.    We apply the following rating scale:   Tier 1 This is our top rating. We are satisfied that this offering is managed according to a well-considered process, applied consistently ...
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Nedgroup Core Funds Update (Taquanta Team Changes)
8 Jul 2026
Nedgroup Core Income (Taquanta) Fund Research Update In 2025, we reviewed the Nedgroup Investments Core Range and downgraded the Core Income Fund from Tier 1 to Tier 3, alongside downgrades to the Core Guarded, Diversified and Accelerated Funds. The primary driver of these rating changes was concer...
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Fundhouse View: SCI Schroder Global Value Feeder Fund Ballot
2 Jul 2026
Earlier this week, Sanlam sent out a ballot letter proposing changes to the investment policies of the Sanlam Collective Investments (SCI) Schroder Global Core Equity Feeder Fund and the SCI Schroder Global Value Feeder Fund. We do not invest in the SCI Schroder Global Core Equity Feeder Fund on beh...
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Rating Review - Foord Funds
15 Apr 2026
We recently completed our review of the Foord fund range and have downgraded the Foord Equity, Balanced, Flexible Fund of Funds, Global Equity, International and Nedgroup Investments Stable Funds to Tier 3. All of these funds were previously rated Tier 2.   We have rated Foord funds since 201...
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Rating Review - Fundsmith Equity Fund
15 Apr 2026
We recently concluded our review of the Fundsmith Equity Fund and the BCI Fundsmith Equity Feeder Fund and downgraded the funds to a Tier 3 rating.   A Tier 3 rating reflects our view that there are one or more material concerns with the investment proposition and that we believe stronger alt...
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Schroders-Nuveen Acquisition Update
6 Mar 2026
Nuveen’s Acquisition of Schroders   Earlier this month, Schroders announced that it will be acquired by Nuveen, the investment management arm of Teachers Insurance and Annuity Association of America (TIAA), in a 9.9 billion GBP all-cash transaction. Nuveen is purchasing 100% of Schroder...
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Rating Review - Prescient Investment Management Fund Range
3 Mar 2026
Following our latest review of the Prescient Investment Management (PIM) fund range, we have downgraded the Prescient Income Provider Fund to Tier 2, while retaining the Tier 2 ratings on the Prescient Balanced and Flexible Bond Funds. A Tier 2 rating is positive and indicates minor concerns that we...
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Rating Review – Nedgroup Investments Core Range
6 Oct 2025
We recently completed a review of Nedgroup Investments’ Core Guarded, Diversified and Accelerated Funds and have decided to downgrade the three funds from Tier 1 to Tier 2. In addition, we have also downgraded Nedgroup Investments’ Core Income Fund from Tier 1 to Tier 3.The primary reaso...
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