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
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...
Read More
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...
Read More
Associated local fund ratings
The Passive Dilemma
27 Oct 2015
27 Oct 2015
We have rated a number of passive funds within the local market and all of the fund managers suffer the same dilemma. Its one which originates from how our industry is structured and how fund buyers make their decisions. Each one of the main passive players is owned and controlled by an ...
Read More
Associated local fund ratings
New Funds Rated: Truffle General Equity and Truffle Balanced
20 Oct 2015 Associated local fund ratings
20 Oct 2015 Associated local fund ratings
8 Dec 2015