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
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
Marriott Team Update
2 Oct 2017
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...
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Associated local fund ratings
Associated offshore fund ratings
New rating for Bridge Managed Growth Fund
26 Sep 2017
26 Sep 2017
We have recently covered the domestic range of Bridge funds (Managed Growth, Stable Growth and Equity Income Growth). Their process is quite unique in the local market and they have been very active putting forward a strong message on how their 'Payers and Growers' process is suitable for inve...
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Associated local fund ratings
6 Nov 2017