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
Update on the exit of the CEO of Old Mutual Investment Group
19 Dec 2016
19 Dec 2016
In October 2016, Old Mutual SA (OMSA) and Old Mutual Investment Group (OMIG) announced that Diane Radley, Chief Executive Officer of OMIG had resigned. She lead the investment business for the past six years. OMIG reported that Radley had decided to leave so that she could spend more time with...
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Associated local fund ratings
Change to Fixed Income team at Sanlam Investment Management (SIM)
15 Dec 2016
15 Dec 2016
SIM has a new head of fixed interest investments, Mokgatla Madisa, after the business and Chris Hamman, who had previously been at the helm since April 2010, parted ways at the end of October. Mokgatla joins SIM from Argon Asset Management where he has been fixed interest head for the last five year...
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New Fund Rating: Stanlib Global Equity
15 Dec 2016
15 Dec 2016
Stanlib Global Equity Fund and
Stanlib Global Equity Feeder Fund
Associated local fund ratings
Associated offshore fund ratings
New Fund Rating: PineBridge Global Dynamic Asset Allocation
7 Dec 2016 Associated offshore fund ratings
7 Dec 2016 Associated offshore fund ratings
New Fund Rating: Nedgroup Investments Growth Fund (Electus)
28 Oct 2016 Associated local fund ratings
28 Oct 2016 Associated local fund ratings
PSG Flexible Fund: Rating change from Tier 1 to Tier 2
25 Oct 2016
25 Oct 2016
We have recently concluded a rating review of this fund and have changed the rating from Tier 1 to Tier 2. To date the fund had been managed by Jan Mouton for almost 12 years, and has delivered on all of its objectives over this time. Over the past 12 months PSG have been looking to phase in n...
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Associated local fund ratings
Change to Rezco Value Trend mandate
12 Oct 2016
12 Oct 2016
Investors in the Rezco Value Trend fund would have received a ballot letter from the manager on the 11th of October to approve a change in the mandate.
The fund was launched in 2004, and since that time has been managed in compliance with the prudential rules outlined in Regulation 28 of the Pensio...
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Changes to the Coronation Fixed Income team
23 Sep 2016
23 Sep 2016
Nishan Maharaj will be the new head of the Coronation Fixed Income team effective as of 1 November 2016. Nishan takes over from Mark Le Roux who is stepping into an exclusively investment focussed role from that date onwards.
Nishan has been with Coronation since 2012. For the past 4 years he has b...
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Associated local fund ratings
Associated offshore fund ratings
Prudential appoints a successor to Marc Beckenstrater
7 Jul 2016
7 Jul 2016
Prudential have reconsidered their approach to managing the succession of their outgoing CIO, Marc Beckenstrater. In May 2016 they announced that Marc would be heading to the UK to help establish a global investment capability within parent company M&G, which would directly service the loc...
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Associated local fund ratings
10 Jan 2017