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: PSG Equity Fund
17 Nov 2014
17 Nov 2014
The PSG Equity Fund has been rated
Associated local fund ratings
New fund rated: Vulcan Value Equity Fund
29 Oct 2014
29 Oct 2014
The Vulcan Value Equity Fund has been rated
Associated offshore fund ratings
New fund rated: Stanlib Global Bond Fund (Brandywine)
17 Oct 2014
17 Oct 2014
Stanlib Global Bond Fund (Brandywine) has been rated
Associated offshore fund ratings
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...
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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 ...
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Associated local fund ratings
Associated offshore fund ratings
24 Nov 2014