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

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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Camissa Funds Reviewed
24 Nov 2023
We have recently reviewed a number of Camissa’s funds and have retained our current ratings. In addition, we have rated the Camissa Islamic High Yield Fund Tier 2 and the Camissa SA Equity Fund Tier 1, this is the first time we have rated these two funds.Camissa is an independent asset manager...
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Rezco Fund Range Reviewed
16 Nov 2023
We have recently completed our review of the Rezco Value Trend, Managed Plus, Stable and Equity funds. We have maintained the Tier 1 rating on the Rezco Equity Fund and have downgraded the Rezco Value Trend, Managed Plus and Stable funds to Tier 2.As a reminder, a Tier 2 rated fund is still a good f...
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Sentio SCI Hikma Shariah Funds Rating Review
24 Oct 2023
We have recently completed our review of the Sentio SCI Hikma Shariah Balanced fund and Sentio SCI Hikma Shariah General Equity fund and have maintained our Tier 3 ratings. Although Sentio’s independent business creates long term alignment between the investors and the investment team, there a...
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Satrix Fund Range Reviewed
13 Sep 2023
We recently completed our review of the Satrix All Share Index fund, Satrix MSCI World Equity Tracker fund and Satrix MSCI World Equity Index Feeder fund and have retained our ratings across these funds. On the business and shareholder side, although Sanlam Investment Management has recently merged ...
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Sands Capital Global Shariah Fund Rating Review
7 Sep 2023
We recently concluded our review of the Sands Capital Global Shariah Fund which we have rated Tier 1. This rating marks the culmination of a fund search process which began in early 2022 where we identified the need to expand the range of options available to investors looking to allocate to global ...
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