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
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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Property Fund Benchmark Changes
27 Jul 2018
27 Jul 2018
The JSE launched several new property indices in October last year in an effort to address discontent amongst stakeholders in the sector. The listed property market has grown substantially over the last 15 years and the market has become much more liquid, property counters have specialised (think St...
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17 Sep 2018