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.

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Research Comments

New Fund rated: REZCO Managed Plus
17 Nov 2015
Associated local fund ratings
New Funds rated: Franklin US Opportunities and Fidelity World
10 Nov 2015
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Nedgroup Investments change fund manager on their Managed Fund
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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New Fund Rated: Coronation Market Plus
2 Nov 2015
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New Fund Rated: Satrix ALSI Index
27 Oct 2015
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The Passive Dilemma
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 ...
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New Funds Rated: Truffle General Equity and Truffle Balanced
20 Oct 2015
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New Fund Rated: Absa Absolute Fund
21 Sep 2015
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New Fund Rated: Absa Select Equity Fund
14 Sep 2015
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New Fund Rated: Coronation Bond Fund
8 Sep 2015
Associated local fund ratings