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
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
New Fund Rated: Truffle Flexible Fund
24 May 2015
24 May 2015
New Fund Rated: Truffle Flexible Fund
Associated local fund ratings
New Fund Ratings - Momentum Equity and Foord Conservative
18 May 2015
18 May 2015
New Fund Ratings - Momentum Equity and Foord Conservative
Associated local fund ratings
Ian Liddle to be replaced by Andrew Lapping as Allan Gray CIO
11 May 2015
11 May 2015
Following the tragic passing of Simon Marais (Chairman and ex Chief Investment Officer) in February 2015, Allan Gray announced on Friday that Ian Liddle will be taking over as Chairman with immediate effect. Ian will continue in his role as CIO until March 2016 when Andrew Lapping will take ov...
Read More
Associated local fund ratings
Associated offshore fund ratings
New Fund Rated: Sesfikile SCI Property Fund
5 Apr 2015
5 Apr 2015
Read our rating report on the Sesfikile SCI Property Fund
Associated local fund ratings
Fund Under Review: Allan Gray Orbis Global Fund of Funds
29 Mar 2015
29 Mar 2015
We have placed this fund under review (it currently holds a Tier 2 rating). In our initial evaluation our main concern was that the fund was limited to a set of Orbis funds to implement its investment strategy. This meant that not all investment views which the Allan Gray team wanted to ...
Read More
Associated local fund ratings
RECM Funds Rating Review and Rating changes
29 Mar 2015
29 Mar 2015
As part of our ongoing fund research process we regularly revisit funds we have covered in the past. We have recently completed our review of the RECM funds – clients will be aware that RECM funds have been ‘Under Review’ for some months, and given the material changes more r...
Read More
Associated local fund ratings
Associated offshore fund ratings
Nedgroup Opportunity Fund : Rating upgrade from Tier 3 to Tier 2
10 Mar 2015
10 Mar 2015
We have changed the rating of the Nedgroup Investments Opportunity Fund from Tier 3 to Tier 2. We first rated the fund in late 2013, and at that stage we had a range of concerns relating to the fund:
the fixed income team and process had only recently been brought into a previously equity c...
Read More
Associated local fund ratings
5 Jun 2015