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

Camissa Funds Reviewed
24 Nov 2023
We have recently reviewed a number of Camissa’s funds and have retained our current ratings. In addition, we have rated the Camissa Islamic High Yield Fund Tier 2 and the Camissa SA Equity Fund Tier 1, this is the first time we have rated these two funds.Camissa is an independent asset manager...
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Rezco Fund Range Reviewed
16 Nov 2023
We have recently completed our review of the Rezco Value Trend, Managed Plus, Stable and Equity funds. We have maintained the Tier 1 rating on the Rezco Equity Fund and have downgraded the Rezco Value Trend, Managed Plus and Stable funds to Tier 2.As a reminder, a Tier 2 rated fund is still a good f...
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Sentio SCI Hikma Shariah Funds Rating Review
24 Oct 2023
We have recently completed our review of the Sentio SCI Hikma Shariah Balanced fund and Sentio SCI Hikma Shariah General Equity fund and have maintained our Tier 3 ratings. Although Sentio’s independent business creates long term alignment between the investors and the investment team, there a...
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Satrix Fund Range Reviewed
13 Sep 2023
We recently completed our review of the Satrix All Share Index fund, Satrix MSCI World Equity Tracker fund and Satrix MSCI World Equity Index Feeder fund and have retained our ratings across these funds. On the business and shareholder side, although Sanlam Investment Management has recently merged ...
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Sands Capital Global Shariah Fund Rating Review
7 Sep 2023
We recently concluded our review of the Sands Capital Global Shariah Fund which we have rated Tier 1. This rating marks the culmination of a fund search process which began in early 2022 where we identified the need to expand the range of options available to investors looking to allocate to global ...
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iShares Global Government Bond Rating Review
28 Aug 2023
We have recently completed our review of the iShares Global Government Bond Fund. We have assigned the fund a Tier 1 rating on the basis that it is a simple, cheap and well managed passive global government bond fund that tracks the FTSE World Government Bond index. The iShares team is well resourc...
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Foord Fund Range Reviewed
24 Aug 2023
We recently completed our review of the Foord fund range and have retained our ratings.   We remain broadly comfortable with Foord’s business and investment process, where we find evidence of an investment-orientated culture, focused product offering and the scale to endure periods of u...
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Fund Research Update
8 Aug 2023
In this note, we discuss our decision to upgrade two Allan Gray Australia funds. In addition, we discuss our thinking on the Fidelity European Growth fund which we have rated Tier 2. Allan Gray Australia - Fund Range Reviewed We have recently reviewed the Allan Gray Australia fund range and have d...
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Coronation Closes Feeder Funds to New Discretionary Investments
26 Jun 2023
Coronation recently informed the market that they are soft closing their Rand denominated global unit trust funds (feeder funds) to new discretionary investments. This includes top ups, switches and new debit orders into these funds for discretionary accounts.   Why are they doing this? &nbs...
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Catalyst Fund Range Reviewed
18 May 2023
We recently completed our review of the Catalyst fund range and have retained our ratings across the funds.   On the business and shareholder side, we continue to believe that the business is investment led and that staff interests are largely aligned with investors. The product range is focu...
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