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
Rating report now available for Nedgroup Investments Global Property Feeder
28 Aug 2017 Associated local fund ratings
28 Aug 2017 Associated local fund ratings
New fund rated: Nedgroup Investments Global Property Fund
21 Aug 2017 Associated offshore fund ratings
21 Aug 2017 Associated offshore fund ratings
Review of the Allan Gray Australia Funds
15 Aug 2017
15 Aug 2017
We recently reviewed the Allan Gray Australia Equity and Stable funds and retained their Tier 2 rating allocations.
The investment team has been undergoing ongoing change since the tragic passing of Allan Gray Australia founder and CIO, Simon Marais, in 2015. Three senior investment professionals h...
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Associated offshore fund ratings
Orbis Global Balanced upgraded to Tier 2
3 Aug 2017
3 Aug 2017
We first did a due diligence on the Orbis Global Balanced Fund in 2015 and allocated a Tier 3 rating to the fund. While we rate the Orbis business, their equity investment process and the Orbis investment team highly, we had several concerns with this specific offering at that time.
Firstly, the pr...
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Associated offshore fund ratings
Coronation Global Equity Select Fund Rating Change
5 Jul 2017
5 Jul 2017
We carried out our annual review of the Coronation range of funds over two days in June, where we spent time with 11 of their investment team. The outcome of the review is that we maintained the current ratings on all the funds except one. The Coronation Global Equity Select fund was rat...
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Associated local fund ratings
Associated offshore fund ratings
Change in ratings : SIM Inflation Plus and SIM Active Income
5 Jul 2017
5 Jul 2017
As previously communicated, Philip Liebenberg, the head of SIM’s Absolute Return team and the Portfolio Manager of the SIM Inflation Plus and SIM Active Income Funds, has resigned and will be joining ABAX. We viewed this as a material change to the funds and spent time with members of th...
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Associated local fund ratings
Implications of Coronation's administration move to JP Morgan
4 Jul 2017
4 Jul 2017
Coronation has recently notified clients of its intention to change administrators from Maitland Fund Services to JP Morgan, with a number of services being converted inhouse. JP Morgan is their current administrator for global assets and they are looking to align with a global provider to fit...
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Associated local fund ratings
Associated offshore fund ratings
14 Sep 2017 Associated local fund ratings