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 - 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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Nedgroup Investments Core Income Fund Reviewed
18 Mar 2025
We have recently completed our review of the Nedgroup Investments Core Income Fund. We have maintained the Tier 1 rating on the fund. Taquanta is the underlying investment manager responsible for this fund.   Through this review process we find a business that, while going through a peri...
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Rating Review - Fidelity Emerging Markets
14 Mar 2025
We have recently completed our review of the Fidelity Emerging Markets Fund and have downgraded its rating from Tier 1 to Tier 2. While we continue to view the team as strong and well-resourced, several changes in the portfolio management team in recent years have reduced confide...
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Understanding Prescient's Investment in Enable Capital
28 Feb 2025
Recently, Prescient Investment Management (Prescient) published a note to clients detailing its investment, through various of its funds, in Enable Capital Receivables Proprietary Limited (Enable Capital). Enable Capital has recently received media attention after the company entered into business r...
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Fidelity Rating Update
28 Nov 2024
We have downgraded the Fidelity European Growth Fund to Tier 3. The fund had a meaningful portfolio manager change with the lead portfolio manager – Matt Siddle retiring and his co-portfolio manager – Helen Powell stepping away from the business for a time. The fund has now been handed o...
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M&G Funds Reviewed
30 Apr 2024
We have recently concluded our rating review of M&G South Africa’s fund range. Over the past six months, the business has undergone some meaningful changes with several senior leaders leaving the business, including CIO David Knee, Chief Client & Distribution Officer Pieter Hugo and CE...
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PSG Funds Reviewed
23 Apr 2024
We have concluded our review of the PSG fund range and have retained our rating.    Fund Prior Rating Current Rating PSG Stable Fund Tier 3 Tier 3 PSG Balanced Fund Tier 3 Tier 3 PSG Flexible Fund Tier 2 Tier 2 PSG Equity Fund Tier 2 Tier 2 &nbs...
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Absa Global Value Feeder Fund name change
13 Mar 2024
We have previously communicated that Sanlam Investment Management (SIM) has acquired Absa Asset Management. This acquisition will lead to several funds being merged and moved from Absa Fund Managers (AFM) to Sanlam Collective Investments (SCI). This transition has been in progress for over a year s...
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Nedgroup Investments Core Range Online note
12 Dec 2023
We have recently completed our review of the Nedgroup Investments Core Guarded, Core Diversified, Core Accelerated, Core Global and Core Global Feeder funds. We have maintained the Tier 1 rating on the Core Guarded, Core Diversified and Core Accelerated funds, and maintained the Tier 2 rating on the...
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