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 funds rated: Ashburton Balanced and Glacier Global Stock Feeder Fund
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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Citadel to buy 30% stake in Electus Fund Managers
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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New fund rated: BCI Income Plus Fund
2 Mar 2018
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New fund rated: Denker SCI Global Dividend Feeder Fund
2 Mar 2018
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New fund rated: Fairtree Flexible Income Plus Fund
2 Mar 2018
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New fund rated: Stanlib Absolute Plus Fund
22 Feb 2018
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New fund rated: SIM Global Equity Income Fund
22 Feb 2018
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New fund rated: Northstar SCI Income Fund
22 Feb 2018
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New fund rated: SIM Balanced Fund
15 Feb 2018
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New fund rated: Denker SCI Global Emerging Markets Feeder Fund
31 Dec 2017
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