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.

Search for Comments

By Fund Manager:
By Fund Name:
 
Search Comments  
  Hide Search Panel  

Research Comments

Investec Global Strategic Equity Fund downgraded to Tier 2
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...
Read More Associated offshore fund ratings
Schroder Global Recovery upgraded to Tier 1
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 ...
Read More Associated local fund ratings Associated offshore fund ratings
Review of ABSA Select Equity
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.&...
Read More Associated local fund ratings
Coronation Fee & Benchmark Changes
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...
Read More Associated local fund ratings
New fund rated: Investec Global Multi-Asset Income Fund
19 Oct 2017
Associated offshore fund ratings
New fund rated: Fairtree Equity Prescient Fund
17 Oct 2017
Associated local fund ratings
New fund rated: Absa Balanced Fund
12 Oct 2017
Associated local fund ratings
New fund rated: Absa Managed Fund
11 Oct 2017
Associated local fund ratings
Marriott Team Update
2 Oct 2017
Marriott have initiated several team changes since the tragic passing of their CEO, Simon Pearse earlier in the year. Neil Nothard, formerly the Chief Operating Officer has taken over the reigns as CEO (he has been acting CEO since Simon’s passing), and Duggan Matthews’ title has been r...
Read More Associated local fund ratings Associated offshore fund ratings
New fund rated: Bridge Stable Growth
2 Oct 2017
Associated local fund ratings
|‹   « 16 17 18 19 20» ›|