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
Coronation Offshore Fee Changes
13 Dec 2017
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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Associated local fund ratings
Associated offshore fund ratings
Perpetua announces material fee reductions on their funds
13 Dec 2017
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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Associated local fund ratings
Nedgroup Investments (Veritas) Funds Reviewed
13 Dec 2017
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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Associated local fund ratings
Associated offshore fund ratings
Dodge & Cox Reviewed
13 Dec 2017
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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Associated offshore fund ratings
Fundsmith Fund Reviewed
13 Dec 2017
13 Dec 2017
Fund Manager: FundsmithDate: 18 September 2017Attendees: Conrad Rey
Funds Reviewed
Old Rating
New Rating
Fundsmith Equity Fund
Tier 1
Tier 1
We have retained our Tier 1 rating on the fund.A key update in the business is Terry Smith’s (founder and CIO...
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Associated offshore fund ratings
36One Funds Reviewed
13 Dec 2017
13 Dec 2017
Fund Manager: 36One Asset ManagementDate: November 2017Attendees: Evan Walker
Funds Reviewed
Old Rating
New Rating
36ONE BCI Flexible Opportunity Fund
Tier 2
Tier 2
36ONE BCI Equity Fund
Tier 2
Tier 2
36ONE BCI SA Equity Fund
Tier 2
Tier 2
&nbs...
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Associated local fund ratings
Rezco Funds Reviewed
13 Dec 2017
13 Dec 2017
Fund Manager: Rezco Asset ManagementDate: November 2017Attendees: Rob Spanjaard, Simon Sylvester
Funds Reviewed
Old Rating
New Rating
Rezco Stable Fund
Tier 1
Tier 1
Rezco Value Trend Fund
Tier 1
Tier 1
Rezco Managed Plus Fund
Tier 1
Tier 1
Rezco...
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Associated local fund ratings
Sesfikile Fund Reviewed
13 Dec 2017
13 Dec 2017
Fund Manager: Sesfikile CapitalDate: November 2017Attendees: Evan Jankelowitz, Kundayi Munzara
Funds Reviewed
Old Rating
New Rating
Sesfikile BCI Property Fund
Tier 1
Tier 1
We have reviewed the rating on the Sesfikile BCI Property Fund and decided to retain the ...
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Associated local fund ratings
Truffle Funds Reviewed
13 Dec 2017
13 Dec 2017
Fund Manager: Truffle Asset ManagementDate: August 2017Attendees: Hannes van der Westhuyzen, Iain Power, Saul Miller
Funds Reviewed
Old Rating
New Rating
Truffle SCI Flexible Fund
Tier 2
Tier 2
Truffle SCI General Equity Fund
Tier 2
Tier 2
Nedgroup Investm...
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Associated local fund ratings
15 Jan 2018 Associated local fund ratings