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
Coronation change their global fee structure
7 Sep 2015
7 Sep 2015
Coronation make significant changes to the fees on their core fund range : Offshore funds
Following on from our previous note on the local fee changes announced by Coronation, we now look at the changes to the offshore funds affected and provide our opinion on the impact on clients. All the fees qu...
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Associated local fund ratings
Associated offshore fund ratings
SIM Unconstrained Capital Partners and SIM Global merge and rebrand
27 Aug 2015
27 Aug 2015
SIM Unconstrained Capital Partners was a stand-alone boutique within Sanlam Investments. The boutique was started in April 2004 by two senior SIM portfolio managers, Claude van Cuyck and Ricco Friedrich. Staff were collectively material minority shareholders in the business, with Sanlam Invest...
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Associated local fund ratings
Associated offshore fund ratings
Franklin Templeton Emerging Markets Fund rating change
21 Aug 2015
21 Aug 2015
Our UK team recently carried out a review of the Franklin Templeton Emerging Markets fund and the rating was changed from a Tier 2 to a Tier 3. The fund has underperformed over most cycles and at first it would appear that the rationale for the poor rating is down to poor performance. Ho...
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Associated offshore fund ratings
Coronation make significant changes to their core fund range
11 Aug 2015
11 Aug 2015
Coronation announced widespread changes to the fee structures on many of their funds, as well as changes to the benchmarks and mandates on certain funds. The changes are generally positive (but not in all cases) for their clients and a relatively material shift that we suspect may have many South Af...
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Associated local fund ratings
Cadiz Absolute Yield Fund – Change from Tier 2 to Tier 3
29 Jul 2015
29 Jul 2015
We have sent out various updates over the past year on Cadiz and the significant business issues that they have been facing. There have been significant changes in shareholding and the business over the past year. The latest changes have been the outsourcing of the back office which has ...
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Associated local fund ratings
New Fund Rated: Old Mutual Investors' Fund
20 Jul 2015
20 Jul 2015
New Fund Rated: Old Mutual Investors' Fund
Associated local fund ratings
14 Sep 2015 Associated local fund ratings