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
Kagiso Islamic Equity Fund upgraded to Tier 1
26 Sep 2018
26 Sep 2018
We have recently concluded a full review of the Kagiso Asset Management suite of funds. We retained our existing ratings on all their funds with the exception of the Kagiso Islamic Equity Fund, which has been upgraded from a Tier 2 to a Tier 1.
Since our initial rating on the funds in 2014, the bus...
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Associated local fund ratings
Investec listing of IAM
17 Sep 2018
17 Sep 2018
Investec Limited announced last week Friday that they plan to spin-off the asset management segment of the group. This means that Investec Asset Management (IAM) will be publicly listed, and traded, as a separate entity on the London Stock exchange with a secondary listing in South Africa on the JSE...
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Associated local fund ratings
Associated offshore fund ratings
New Fund Ratings: Anchor Capital
14 Sep 2018
14 Sep 2018
We have recently concluded a full review of the Anchor Capital suite of funds. Anchor is a relatively new business (founded 2012, listed 2014) and has expanded its footprint quickly to cover multiple lines of financial services. Early performance was exceptionally strong, and as a result client inte...
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Associated local fund ratings
VIDEO: Five principles to find the right investment manager
28 Aug 2018
28 Aug 2018
At the recent Allan Gray Investment Summit, Rory Maguire the MD of our UK business identified five important principles to follow when selecting a unit trust fund. Below is a video of Rory at the conference explaining these principles.
Fund Manager Updates
6 Aug 2018
6 Aug 2018
Abax:
Dylan Oelofse, who has been an integral part of the Abax fixed income team since 2015, has resigned. The team is responsible for managing the Nedgroup Flexible Income fund and for the fixed income portion of the Nedgroup Opportunity fund. His departure leaves a gap from a skillset and breadth...
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12 Oct 2018