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

Ballot on SIM Active Income Fund
23 Sep 2021
Sanlam Investment Management (SIM) recently issued a ballot to investors seeking to change the investment policy of the SIM Active Income fund to invest in only South African assets. This is a change from the current investment policy which allows the fund to invest up to 30% in foreign assets. Whil...
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Coronation Optimum Growth - Fund Changes Approved
16 Sep 2021
In June Coronation issued a ballot which sought to implement a change in the structure of the Coronation Optimum Growth Fund. We commented on the proposed change here. Coronation have now confirmed that the ballot was successful with the conversion to a feeder fund structure taking place on the 15t...
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Rezco Funds Reviewed
2 Sep 2021
We recently completed a full review of Rezco's investment capability. The outcome of this review is that the fund ratings have been retained at their current levels. A summary of these ratings can be seen in the table below:   Fund Fundhouse Rating Rezco Stable Fund Tier 1 R...
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Laurium Funds Reviewed
2 Sep 2021
We have recently completed our review of the Laurium fund range. We have rated two of the manager’s funds – the Nedgroup Investments SA Equity Fund and the Laurium Flexible Prescient Fund.   Below, we provide a summary of our ratings on these funds.   Fund Prior Rati...
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Sanlam Investment Management Fund Range Reviewed
19 Aug 2021
We recently concluded a review on Sanlam Investment Management’s (SIM) active range of funds. The outcome of this review is that the majority of the fund ratings have been retained at their current levels. The single change has been the adjustment in status for the SIM Top Choice Equity Fund f...
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Perpetua SCI Equity Fund Downgraded
6 Aug 2021
We recently reviewed the Perpetua SCI Equity Fund and have concluded on a Tier 2 rating. This represents a downgrade for the fund from its previous Tier 1 rating. While we remain positive on the fund, there are a number of items which underpin a more cautious outlook on the fund prospects. We share...
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Nedgroup Core Income Fund Rating Placed Under Review
6 Aug 2021
In the second quarter of 2021 Taquanta and Ngwedi Investment Managers announced that they had engaged in a transaction which effectively merged the two businesses. The combined entity will operate under the Taquanta brand with the key outcome of the deal being that the Ngwedi investment team has joi...
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Foord and Futuregrowth funds reviewed
16 Jul 2021
We recently concluded rating reviews across both the Futuregrowth and Foord fund ranges. We provide a summary of our views across both businesses below.   Futuregrowth:   The review covered ratings on both the Old Mutual Bond and Old Mutual Income funds, below we provide a short summar...
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Orbis Fund Rating Changes
9 Jul 2021
We have recently completed the review of the Orbis fund range. We have concluded two rating changes, with the Global Equity and Emerging Markets Equity funds changing from Tier 1 to Tier 2. The balance of the fund range remains the same:   Fund Name Prior Rating New Rating Orbis ...
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Ballot on Coronation Optimum Growth Fund
10 Jun 2021
Coronation recently issued a ballot to investors seeking to change the Coronation Optimum Growth Fund from a directly invested fund to a feeder fund. The fund currently invests directly in underlying securities across the asset class spectrum. The ballot will see this change to being 100% invested i...
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