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

Amplify SCI Defensive Balanced Fund (Matrix)
5 Apr 2023
We have recently completed the rating on the Amplify SCI Defensive Balanced Fund. This fund is managed by Matrix Fund Managers and is a stable, low equity multi asset class fund for cautious investors.   We have rated this fund Tier 3. The business is investment led and the team is relatively...
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Rezco Asset Management
29 Mar 2023
Recently, Rezco has provided clients with an update on a few important areas of the company’s business. We have been extensively monitoring both of these developments for some time and they were most recently covered during our Regulation 28 review of Rezco’s funds.   These update...
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Coronation Global Funds Reviewed
28 Mar 2023
We recently concluded our review of Coronation’s global range of funds. While we have not made any changes to existing ratings, we provide an update on our rating views below.     Table 1: Coronation Global Fund Ratings   Coronation Team Responsible Fund Name Rating ...
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Templeton Global Balanced Fund
23 Mar 2023
We have recently completed our review of the Templeton Global Balanced fund. We have retained the Tier 3 rating on the fund. We have three primary concerns with the fund. Firstly, the fund has recently seen a change in managers in the equity sleeve, with both the lead and backup portfolio manag...
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A Paradigm Shift in Offshore Investing
9 Mar 2023
2022 was a challenging year for the asset management industry for several reasons. Globally, higher levels of inflation, a crisis in Ukraine and a tightening of the regulatory noose in China all contributed to one of the worst years on record for equities, bonds, and most other risk assets. In addit...
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SIM Inflation Plus Fund
1 Mar 2023
Sanlam Investment Management (SIM) recently announced that Nersan Naidoo, the CEO of Sanlam Investments has resigned. As a result of Nersan’s resignation, Carl Roothman, the current CEO of the Sanlam Investment Group - which comprises Sanlam Investments, Sanlam Specialised Finance, Sanlam Inve...
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Perpetua SCI Equity Fund Reviewed
20 Feb 2023
We have recently concluded our review of the Perpetua SCI Equity Fund. During 2021, we downgraded the fund to Tier 2 and we have spent time during this review assessing whether our concerns with the fund are still relevant. Ultimately, we continue to believe that a Tier 2 rating for the fund is appr...
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Tax dispute between Coronation and SARS
14 Feb 2023
There have been several headlines in the media following the recent SENS announcement from Coronation regarding their ongoing tax dispute with SARS relating to their international fund management business. This note explains the nature of this tax dispute and the potential impact on Coronation&rsquo...
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Fund Research Update
3 Feb 2023
In this note, we cover fund research updates that pertain to the downgrade of the Laurium Flexible Prescient Fund to Tier 3, benchmark changes for the Ninety One Equity and Value funds, a leadership change at Foord and a portfolio manager change for the Allan Gray Bond Fund.   Laurium Flexibl...
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Sarasin IE Multi Asset Dynamic Fund (USD)
20 Jan 2023
We have recently concluded our review of the Sarasin IE Multi Asset Dynamic Fund and retained our Tier 3 rating.     Sarasin is a well-managed business with relatively high levels of employee ownership, although there are some elements of the business structure where we have subtle conce...
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