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

New fund rated: Baillie Gifford Worldwide Discovery
17 Jul 2018
Associated offshore fund ratings
New fund rated: Baillie Gifford Global Discovery
17 Jul 2018
Associated offshore fund ratings
Prudential Business and Team Update
26 Jun 2018
We recently met with Prudential to discuss a range of changes within their business. We outline the changes in three specific parts below.   1. Team Changes   Prudential’s investment team continues to evolve over time as the business adds resources. The investment team has grown ...
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Team changes at PSG Asset Management
26 Jun 2018
We recently completed a full review of PSG’s business and investment capability, including coverage of their income funds for the first time. Following the review, we were informed of several changes to their teams which have a direct impact on our evaluation of their funds. Income Funds: I...
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PSG Stable Fund rating downgraded to Tier 3
26 Jun 2018
Associated local fund ratings
PSG Balanced Fund rating downgraded to Tier 3
26 Jun 2018
Associated local fund ratings
New fund rated: Prescient Balanced Fund
21 Jun 2018
Associated local fund ratings
PSG Fund and fee Review
8 Jun 2018
We are in the process of reviewing the PSG range of funds.  With the move to clean classes across platforms there have been a number of questions relating to our view on the fee structure which applies to future flows within the PSG Flexible Fund.  PSG charges a fixed base fee of 0.75% per...
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New fund rated: Laurium Balanced Prescient Fund
8 Jun 2018
Associated local fund ratings
New fund rated: Nedgroup Investments Entrepreneur Fund (ABAX)
25 May 2018
Associated local fund ratings