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.
all members of our manager research team have over ten years of investment experience.
Research Comments
Patrice Rassou resigns from SIM
31 Oct 2019
31 Oct 2019
Sanlam Investment Management (SIM) announced that Patrice Rassou has resigned from the business to take up the role of Chief Investment Officer at Ashburton Investments. Patrice is currently the Head of Equities at SIM and the portfolio manager on the SIM Top Choice Equity and SIM General Equity fun...
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Rehana Khan resigns from Prudential
31 Oct 2019
31 Oct 2019
Prudential informed us that Rehana Khan has resigned and will be leaving the business at the end of October. Rehana has been with Prudential since 2008, starting out as a portfolio manager assistant, before progressing to an analyst and a portfolio manager later on. In 2018 she was promoted to Head ...
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Ballot to amend investment policy on Kagiso's equity funds
14 Oct 2019
14 Oct 2019
Kagiso is proposing a change to the investment policy on the Kagiso Equity Alpha and Kagiso Islamic Equity funds to clarify the permissible offshore exposure in their funds and to allow for investment in foreign collective schemes. For the changes to go ahead they have to ballot investors and receiv...
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Associated local fund ratings
Obsidian SCI Balanced Downgraded to Tier 3
19 Sep 2019
19 Sep 2019
We have downgraded the rating on the Obsidian SCI Balanced Fund to Tier 3 following our last review with the team. Obsidian offers a differentiated offering to investors through this fund, and the founders and portfolio managers, Royce Long and Richard Simpson, have a demonstrated ability in impleme...
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Associated local fund ratings
Nedgroup Investments Property Fund Downgraded to Tier 2
2 Aug 2019
2 Aug 2019
We have reviewed the Nedgroup Investments Property Fund to test whether we have sufficient levels of comfort around the core components of the fund, including the business, process and team. Our Tier 1 rating to date was informed by our confidence in portfolio manager Ian Anderson’s experience...
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Associated local fund ratings
New Funds Rated: Aylett Equity, Balanced and Nedgroup Investments Bravata
2 Aug 2019 Associated local fund ratings
2 Aug 2019 Associated local fund ratings
ABSA Property Equity Fund Downgraded to Tier 3
2 Aug 2019
2 Aug 2019
We had a review meeting with ABSA Asset Management recently, covering their absolute return, multi-asset, equity and listed property capabilities. Following our engagements with the business we have downgraded the ABSA Property Equity Fund from Tier 2 to Tier 3. Our positive rating on the fund prior...
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Associated local fund ratings
Changes to the Baillie Gifford Managed Fund
26 Jul 2019
26 Jul 2019
Baillie Gifford announced changes to the investment objective and investment policy of the Baillie Gifford Managed fund. The proposed changes are as follows:
Change to the Fund's investment objective
CURRENT
NEW
Capital growth over the long term
Capital growth ov...
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Associated offshore fund ratings
5 Nov 2019 Associated local fund ratings