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
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
Investec Global Strategic Equity Fund downgraded to Tier 2
22 Nov 2017
22 Nov 2017
We have downgraded our rating on the Investec Global Strategic Equity fund from Tier 1 to Tier 2. The rating is still positive and the fund remains recommended, but we have some reservations.
Firstly, we are concerned that James Hand has left the team. James was co-head of the 4Factor franchise (In...
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Associated offshore fund ratings
Schroder Global Recovery upgraded to Tier 1
16 Nov 2017
16 Nov 2017
When we first reviewed the Schroder Global Recovery fund in 2016, we rated it Tier 2. Although we were comfortable that the business was supportive of the fund’s deep value investment philosophy, that the process was implemented successfully and consistently in the UK Recovery fund (which has ...
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Associated local fund ratings
Associated offshore fund ratings
Review of ABSA Select Equity
6 Nov 2017
6 Nov 2017
Following the departure of Errol Shear from ABSA earlier this year, we placed the ABSA Select Equity Fund “Under Review”. It was previously rated a Tier 2 fund. Errol was at the core of the ABSA business for many years including a number of years as Chief Investment Officer.&...
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Associated local fund ratings
Coronation Fee & Benchmark Changes
1 Nov 2017
1 Nov 2017
Fees:
Coronation have announced changes to the fees charged on their Balanced Defensive and Capital Plus funds to simplify the fee structure and align the methodology with that of their flagship multi-asset offering Balanced Plus.
Both funds charged a 1% (1.4% for retail, all fees quoted ex-vat) f...
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Associated local fund ratings
New fund rated: Investec Global Multi-Asset Income Fund
19 Oct 2017 Associated offshore fund ratings
19 Oct 2017 Associated offshore fund ratings
13 Dec 2017