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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New fund rated: Stanlib Absolute Plus Fund
22 Feb 2018
Associated local fund ratings
New fund rated: SIM Global Equity Income Fund
22 Feb 2018
Associated offshore fund ratings
New fund rated: Northstar SCI Income Fund
22 Feb 2018
Associated local fund ratings
New fund rated: SIM Balanced Fund
15 Feb 2018
Associated local fund ratings
New fund rated: Denker SCI Global Emerging Markets Feeder Fund
31 Dec 2017
Associated local fund ratings
New fund rated: Bridge Equity Income Growth
15 Jan 2018
Associated local fund ratings
Coronation Offshore Fee Changes
13 Dec 2017
Coronation announced fee reductions on several of their offshore domiciled funds and feeder funds. Their ultimate goal is to reduce, simplify and standardise their fee structures over time. The latest changes complement an earlier announcement of fee reductions and benchmark standardisation on their...
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Perpetua announces material fee reductions on their funds
13 Dec 2017
Perpetua announced significant changes to the fees they charge on their funds. The change comprises two elements: Performance fees across all their retail funds were removed when the funds changed manco’s from MetCI to SCI in November 2017. The balanced fund charged a 15% performance fee ov...
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Nedgroup Investments (Veritas) Funds Reviewed
13 Dec 2017
Fund Manager:  Veritas Asset ManagementDate: 19 September 2017Attendees: Anthony Burgess Funds Reviewed Old Rating New Rating Nedgroup Investments Global Equity Fund Tier 1 Tier 1 Nedgroup Investments Global Equity Feeder Fund Tier 1 Tier 1 We have r...
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Dodge & Cox Reviewed
13 Dec 2017
Fund Manager:  Dodge & CoxDate: 15 October 2017Attendees: James Rushmere   Funds Reviewed Old Rating New Rating Dodge & Cox Global Stock Tier 1 Tier 1 We have retained our Tier 1 rating on the fund.Some minor concerns we had with the team befo...
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