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

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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Nedgroup Investments – Fund Changes Confirmed
3 Jun 2021
Nedgroup Investments recently communicated to us that proposed changes to its fund range have been approved by the Financial Sector Conduct Authority (FSCA), following a formal ballot process.   As a result, on the 4th of June 2021, the investment policies of the following funds will be updat...
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Absa Money Market Fund closure
29 Apr 2021
Recently, Absa Fund Managers (AFM) announced that it was closing down its Absa Money Market Fund (AMMF). At the end of 2020, the Absa Money Market Fund was the third largest unit trust in South Africa with R 85bn in total assets and was only surpassed in size by the Allan Gray Balanced and Coronatio...
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M&G acquires a controlling stake in Prudential
26 Mar 2021
Prudential Investment Managers recently announced that M&G Investments has acquired a controlling stake in the company, increasing its holding from 49.99% to 50.12%. As a result, Prudential will again become a subsidiary of M&G.   M&G Investments   Municipal & General (...
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Merian Global Investors rebrands as Jupiter
26 Mar 2021
During 2020, Jupiter Fund Management acquired Merian Global Investors and in February undertook a rebranding following the acquisition.   Merian Global Investors   Merian Global Investors was formed in June 2018 when global private equity firm TA Associates bought the single-strategy i...
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Schroder Global Recovery Fund Reviewed
19 Mar 2021
Our UK team recently reviewed the Schroders Global Recovery fund and has concluded on a Tier 2 rating.  This fund was initiated at Tier 2 in 2016, which was followed up with an upgrade to Tier 1 in 2017.  We remain positive on the fund from a qualitative perspective. Shareholders are supp...
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