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
Nedgroup Core Fund Offshore Allocation Changes
26 Apr 2018
26 Apr 2018
The recent change to Regulation 28 to increase the offshore ex-Africa allocation by 5% to a total of 30% has resulted in Nedgroup Investments changing the asset allocation of their passive multi-asset range of funds.
The magnitude of these changes has been determined by the Nedgroup Core te...
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Associated local fund ratings
New funds rated: Ashburton Balanced and Glacier Global Stock Feeder Fund
16 Mar 2018
16 Mar 2018
We have recently covered a full rating review of the local Ashburton funds which is in addition to the global funds where we initiated coverage in 2013. Unfortunately all funds covered, across asset classes, local and offshore, have resulted in Tier 3 ratings where we have various concerns across th...
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Associated local fund ratings
Citadel to buy 30% stake in Electus Fund Managers
9 Mar 2018
9 Mar 2018
Electus recently announced that Citadel Wealth Management will be buying a 30% stake in the business. Electus has also been selected to manage long only and hedge fund assets for clients on behalf of Citadel.
In our view this is a positive development from a business sustainability perspective for ...
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3 May 2018