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: 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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Fundsmith Fund Reviewed
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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36One Funds Reviewed
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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Rezco Funds Reviewed
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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Sesfikile Fund Reviewed
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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Truffle Funds Reviewed
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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