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

Prescient Fund Range Reviewed
5 Nov 2021
We recently concluded a review on Prescient’s range of funds which included the initiation of coverage on the Prescient Flexible Bond Fund at a Tier 2 rating. Outside of this new fund rating, we have also upgraded the rating on the Prescient Balanced Fund and moved two strategies to the watchl...
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Stanlib partners with JP Morgan Asset Management
29 Oct 2021
Stanlib Asset Management (Stanlib) recently announced that it had partnered with JP Morgan Asset Management (JPMAM) as its new offshore partner. JPMAM is set to provide Stanlib with investment management capabilities to complement the SA manager’s existing offering.   According to Stanl...
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Truffle Asset Management - Shareholding Changes
18 Oct 2021
Recently, RMI Investment Manager (RMI) concluded a transaction with Royal Bafokeng Holdings (RBH) whereby RBH purchased an effective 11.4% stake in Truffle via RMI. RBH already has a 2.1% stake in Truffle through RMI’s listed entity RMI Holdings. This transaction will bring RBH’s effecti...
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ABAX Income Team Update
7 Oct 2021
Earlier this year we wrote a note highlighting the departure of Rashaad Tayob from ABAX. This note can be found here. Our conclusion then was that, despite Rashaad’s departure, ABAX remained a stable business with a long-standing fixed income process and philosophy. The remaining team was stil...
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Sanlam Investments & Absa Investments Transaction
7 Oct 2021
This week, Sanlam announced that it had reached a deal with Absa which will result in Absa Financial Services Limited (AFS) exchanging its investment management business, Absa Investments (AFM), for a shareholding of up to 17.5% in Sanlam Investment Holdings Proprietary Limited (SIH), which is the p...
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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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