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

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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Fund Research Update
25 Apr 2023
In this note, we discuss our decision to downgrade the Fairtree Equity Prescient fund to Tier 2. In addition, we also detail our thinking on the Allan Gray Bond fund’s recent portfolio manager change. Fairtree Equity Prescient Fund Downgraded to Tier 2 Following the announcement of Stephen B...
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Orbis Fund Range Reviewed
13 Apr 2023
We have recently completed our reviews of the Orbis fund range and have retained our current ratings on the funds, which we show below. In addition, we highlight the core points that underpin our rating views.   Fund Rating Orbis Global Equity Fund Tier 2 Orbis Global Balanc...
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Amplify SCI Defensive Balanced Fund (Matrix)
5 Apr 2023
We have recently completed the rating on the Amplify SCI Defensive Balanced Fund. This fund is managed by Matrix Fund Managers and is a stable, low equity multi asset class fund for cautious investors.   We have rated this fund Tier 3. The business is investment led and the team is relatively...
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Rezco Asset Management
29 Mar 2023
Recently, Rezco has provided clients with an update on a few important areas of the company’s business. We have been extensively monitoring both of these developments for some time and they were most recently covered during our Regulation 28 review of Rezco’s funds.   These update...
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Coronation Global Funds Reviewed
28 Mar 2023
We recently concluded our review of Coronation’s global range of funds. While we have not made any changes to existing ratings, we provide an update on our rating views below.     Table 1: Coronation Global Fund Ratings   Coronation Team Responsible Fund Name Rating ...
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