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
PSG Fund and fee Review
8 Jun 2018
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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Associated local fund ratings
New fund rated: Nedgroup Investments Entrepreneur Fund (ABAX)
25 May 2018 Associated local fund ratings
25 May 2018 Associated local fund ratings
Role changes and resignations at Prescient
15 May 2018
15 May 2018
In late February of this year, Prescient announced changes to their leadership. Firstly, long standing CEO Herman Steyn, who co-founded the business along with Guy Toms in 1998, has stepped down. He has been replaced by Cheree Dyers. Cheree has been with Prescient for the last 12 years, most recentl...
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Associated local fund ratings
Associated offshore fund ratings
Update on the Atlantic Income Funds
11 May 2018
11 May 2018
Ashburton Investments bought Atlantic Asset Management in January 2016. Since then, the funds have continued to be managed under the Atlantic brand using BCI as the management company. As part of the final phase of Atlantic’s integration into Ashburton, the three Atlantic funds are...
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Associated local fund ratings
Associated offshore fund ratings
Nedgroup Investments Opportunity Fund Update
10 May 2018
10 May 2018
We recently spent some time with the portfolio manager of the Nedgroup Investments Opportunity fund, Omri Thomas, and the rest of ABAX’s multi-asset team, including Rashaad Tayob and Matthew de Wet, for a research update. The fund had some 7.5% exposure to Steinhoff in December (through bonds ...
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Associated local fund ratings
26 Jun 2018 Associated local fund ratings