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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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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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...
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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 ...
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