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 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...
Read More
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 ...
Read More
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
New Fund Rated: Prescient Income Provider Fund
3 Jul 2015
3 Jul 2015
New Fund Rated: Prescient Income Provider Fund
Associated local fund ratings
Changes at PSG and Global Equity fund rating
23 Jun 2015
23 Jun 2015
We have recently completed ratings on the PSG global range of funds. PSG is a business which is developing quite quickly into a substantial market participant, showing strong growth in assets under management. Their range of SA funds is well established and the team has been relatively s...
Read More
Associated local fund ratings
New Fund Rated: Laurium Flexible Prescient Fund
5 Jun 2015
5 Jun 2015
New Fund Rated: Laurium Flexible Prescient Fund
Associated local fund ratings
Changes to the Investec Global Opportunity Equity Fund of Funds
3 Jun 2015
3 Jun 2015
This is a fund we have not yet formally rated, but have been tracking as one of Investec’s core offshore products in the SA market. Historically it was managed as a fund of funds where it combined a number of underlying Investec global equity strategies into a single hybrid fund (Franchi...
Read More
Associated local fund ratings
Associated offshore fund ratings
New Fund Ratings: Momentum Bond and SIM Active Income
31 May 2015
31 May 2015
New Fund Ratings: Momentum Bond and SIM Active Income
Associated local fund ratings
21 Aug 2015 Associated local fund ratings