Manager Research

When we initially rated this fund (Tier 3) it was performing well and the rating was an outlier in the minds of many clients.  Subsequently it has experienced very poor performance which has resulted in SIM repositioning the fund by restricting exposure to emerging markets (an inherent bias in ...

Veritas manage the Nedgroup Global Equity Fund, a Tier 1 rated fund.  Veritas has concluded a deal whereby they sell 65% of the business to AMG, a NYSE listed asset management business which invests in diversified investment boutiques.  This has been done to better provide for succession a...

The Foord International Trust has changed its offshore (USD based) benchmark to be a flat 10% per annum.  This is a unique benchmark in that it is not market linked (its previous benchmark was MSCI World).  We have tested this over a 35 year horizon, and the 10% target appears to be fair a...