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 - Foord Funds
10 Feb 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
4 Feb 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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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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