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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Coronation Offshore Fee Changes
26 Jul 2019
Coronation recently announced changes to the fee structure on their offshore equity funds, where the performance fees are being dropped in favour of fixed fees. The latest changes to the fees ware prompted by new regulations affecting Irish domiciled UCITS funds, in anticipation of regulatory ranges...
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New Fund Rating: Discovery Flexible Property Fund
25 Jun 2019
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Stanlib Aggressive Income merged with Stanlib Flexible Income
25 Jun 2019
The Stanlib Aggressive Income Fund has been merged into the Stanlib Flexible Income Fund. This merger was completed in May 2019 and means that any investors who were invested in the Stanlib Aggressive Income Fund will now hold units within the Stanlib Flexible Income Fund. This follows a sustained p...
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New Fund Rating: SIM Enhanced Yield Fund
20 Jun 2019
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Update on the Nedgroup Investments Global Cautious Fund
18 Jun 2019
We previously commented on Nedgroup's announcement of the pending change to the sub-adviser on the Nedgroup Investments Global Cautious Fund, see comment here. We received confirmation from Nedgroup that they have appointed Pyrford International as sub-adviser on the fund as Chartwell’s replac...
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Changes at Granate Asset Management
18 Jun 2019
Granate was founded by RMI Investment Managers (RMI IM) as a fixed interest house (originally called RMI Specialist Managers) in 2015, and ex-Cadiz fixed income portfolio managers Jonathan Myerson and Bronwyn Blood were brought in to manage the process. We covered the business and their fixed income...
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Jonathan du Toit resigns from Truffle Asset Management
7 Jun 2019
Truffle announced that Jonathan du Toit has resigned from the business, with his notice period ending at the end of July to ensure a smooth handover of his responsibilities. He is currently a co-portfolio manager across their fund range along with Truffle’s CIO, Iain Power, and Charles Booth. ...
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Stanlib Franchise Changes
7 Jun 2019
Stanlib announced several changes to the investment teams in their fixed income, multi-asset and absolute return franchises that will be implemented over the course of 2019.Fixed Income Franchise: The franchise has been co-managed by Henk Viljoen and Victor Mphaphuli since 2016. Stanlib announced t...
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Old Mutual Equities Consolidates Funds
6 Jun 2019
Old Mutual Investment Group (OMIG) amalgamated several funds managed by their equity franchise, Old Mutual Equities (OME), into the Old Mutual Equity Fund (launched Feb 2018) at the end of May. The funds that formed part of this amalgamation include: Old Mutual Financial Services Fund Old Mutual...
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Rezco Funds Reviewed
5 Jun 2019
We recently completed a full review of Rezco's investment capability. While we rate the business and Rob Spanjaard (CIO) highly, we wanted to test whether any internal pressures have been developing in light of relatively weak performance against peers over the last three years. In particular: Any b...
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