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
New fund rated: STANLIB Global Property Feeder Fund
12 Oct 2014
12 Oct 2014
STANLIB Global Property Feeder Fund has been rated
Associated local fund ratings
Associated offshore fund ratings
New fund rated: Old Mutual Global Equity Fund
22 Sep 2014
22 Sep 2014
Old Mutual Global Equity Fund has been rated
Associated offshore fund ratings
New fund rated: Grindrod Global Property Income Fund
12 Sep 2014
12 Sep 2014
Grindrod Global Property Income Fund has been rated
Associated local fund ratings
New Fund rated: Northstar MET Managed Fund
9 Sep 2014
9 Sep 2014
Northstar MET Managed fund has been rated
Associated local fund ratings
Cadiz Absolute Yield Fund rating change
29 Aug 2014
29 Aug 2014
We have decided to change the rating for the Cadiz Absolute Yield Fund from a Tier 1 to a Tier 2 fund. While we still believe that the fund is managed by a high quality team with a solid investment process, our concerns relating to the business are material enough that we believe Tier 2 is the...
Read More
Associated local fund ratings
Changes to the SIM Global Best Ideas Fund
25 Aug 2014
25 Aug 2014
SIM has changed the portfolio manager on this fund after a period of underperformance made them question the nature of the fund vs what clients were expecting. There were two inherent biases in the fund: financials and emerging markets. This caused the fund to have high volatility ...
Read More
Associated local fund ratings
Associated offshore fund ratings
Changes to the process behind Allan Gray Optimal
19 Aug 2014
19 Aug 2014
Allan Gray have made a significant change to the investment process behind the Allan Gray Optimal Fund. When we first rated this fund in 2013 we struggled to reconcile the low investment objective with the high fee. This aspect has been dealt with through an increase in the performance target,...
Read More
Associated local fund ratings
Update on Coronation Capital Plus Fund manager change
3 Aug 2014
3 Aug 2014
At the start of 2014, Louis Stassen moved from being responsible for the absolute return strategies at Coronation to start the process of building a Global Equity team and track record. Charles de Kock has taken over the management of the Coronation Capital Plus Fund, in addition to cont...
Read More
Associated local fund ratings
Kagiso's investment team expands
24 Jul 2014
24 Jul 2014
There have been significant changes to Kagiso’s investment team over the last year with 7 new arrivals and the departure of Ross Heyns, one of the investment analysts. The majority of the new recruits join as Analyst Associates, a new role created in the investment team to assist the inv...
Read More
Associated local fund ratings
17 Oct 2014