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

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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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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