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

All change at Electus
6 Feb 2015
We recently completed our research process with Electus, one of the Old Mutual boutiques, and rated three of their funds: the Old Mutual Growth fund, the Old Mutual Top Companies Fund and the Nedgroup Investments Growth Fund. However, the Old Mutual Investment Group (OMIG) announced on 29 January 2...
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Further changes at Cadiz
30 Jan 2015
You may recall we changed the rating on the Cadiz Absolute Yield fund last year from a Tier 1 to a Tier 2.  This was on the back of concerns regarding the business and the declining assets under management.  We were still comfortable with the portfolio manager, the team and their process. ...
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RECM funds under review
23 Dec 2014
As part of our ongoing fund review process we are currently working through the RECM unit trust funds.  As a consequence these funds are currently placed ‘Under Review’ until we have concluded on their ratings, which will be early in 2015.
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Nedgroup Investment Managed Fund: Rating change from Tier 2 to Tier 3.
23 Dec 2014
We have updated our rating on this fund to Tier 3.  A number of concerns raised in the initial review have remained, and we have identified a number of new issues which we feel impede the funds ability to perform in future.  It has been a particularly difficult performance period for the f...
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New Fund Rated: Catalyst Global Real Estate PSG Feeder Fund
2 Dec 2014
New Fund Rated:  Catalyst Global Real Estate PSG Feeder Fund
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Business update on Cadiz
27 Nov 2014
Cadiz issued a SENS announcement on 21 November 2014 to announce certain changes to their board, with three new non-executive directors being added and two directors (Totsie Memela-Khambula and Steven Saunders) having resigned.  The three new directors (Andrew Bonamour,...
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New Fund Rated: Prescient Positive Return QuantPlus Fund
24 Nov 2014
The Prescient Positive Return QuantPlus Fund has been rated
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New fund rated: PSG Balanced Fund
24 Nov 2014
The PSG Balanced Fund has been rated
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New fund rated: PSG Equity Fund
17 Nov 2014
The PSG Equity Fund has been rated
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New fund rated: Vulcan Value Equity Fund
29 Oct 2014
The Vulcan Value Equity Fund has been rated
Associated offshore fund ratings
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