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 Coronation Fund Managers
20 Jan 2016
20 Jan 2016
We have received a number of queries from clients in recent weeks regarding Coronation. These questions stem from a combination of a falling share price, negative press (mainly around their remuneration structure), and their relatively poor recent investment performance on certain flagship funds. Th...
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Rating Orbis Global Balanced
14 Dec 2015
14 Dec 2015
We have recently finalised our rating of the Orbis Global Balanced fund. As with a number of other global multi-asset funds we have covered recently the complexity of multi-asset investing means a significant commitment of time for both our team and the fund manager in question. This fun...
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Associated offshore fund ratings
Rating the Coronation Global Select Equity Fund
8 Dec 2015
8 Dec 2015
Rating newly launched funds creates a challenge for us. On the one hand, we would prefer to see longer term evidence of the fund in action so that we reduce our own ‘rating risk’. On the other hand, the fund is open to the investing public and a qualitative opinion can be useful to inves...
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Associated local fund ratings
Associated offshore fund ratings
Rezco Value Trend fund’s rating changes to Tier 1
17 Nov 2015
17 Nov 2015
Following our recent annual review of the Rezco Value Trend fund, we have decided to change the rating on the fund from a Tier 2 to a Tier 1, our highest rating.
We have always regarded the fund highly, with our Tier 2 rating indicating a good fund where we have minor concerns that we would l...
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Associated local fund ratings
New Funds rated: Franklin US Opportunities and Fidelity World
10 Nov 2015 Associated local fund ratings
10 Nov 2015 Associated local fund ratings
Nedgroup Investments change fund manager on their Managed Fund
2 Nov 2015
2 Nov 2015
Nedgroup Investments have announced that they will be changing the fund manager of the Nedgroup Managed Fund. The fund has been managed by RECM for a number of years, but the poor long term performance track record as well as the recent changes in their investment team are mentioned as the key...
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Associated local fund ratings
26 Jan 2016 Associated local fund ratings