8
Sep
2015
Why does business structure matter?
Clients will often comment that it is obvious that our fund research should focus on the Investment Team, the Investment Approach and Past Investment Actions. However, they will, at ...
21
Jun
2015
The Moment of Truth: How Do Fund Ratings Agencies Respond to High Yield Bond Liquidity?
In this article, we suggest that funds that have wide ranging investment choices like strategic bond funds and multi asset income funds may well be sitting on some illiquid high yield ...
29
May
2015
Bonds: Does Team Size Matter?
We think that team size is a factor when it comes to managing bonds. Many fund managers get away with small bond teams, for reasons we do not fully understand. Take the SA Multi-Asset ...
6
Feb
2015
Why we are monitoring Multi Asset Income Funds Closely – a UK perspective
As our subscribers know, we rate some Multi Asset Income Funds well. But, across the board, we have raised a concern with each of the managers of these funds. It is the income ...
8
Apr
2014
Fund Ratings: who rates us?
Fundhouse has been qualitatively evaluating and rating asset managers for institutional clients for many years, although only fairly recently for financial advisers and platforms. In ...
5
Mar
2014
Rating Asset Managers – Qualitative then Quantitative
The December 2013/January 2014 edition of InvestSA included an article by Rory Maguire on Rating fund managers
5
Jun
2013
Q&A: Investment Linked Life Annuities (ILLA) and Regulation 28
Our Q&A service provides you with the opportunity to pose difficult questions or to identify an issue that you would like us to research further. Our aim is to respond to questions ...
29
Apr
2013
Fund Flows in the UK
We analyse the main interesting statistics in the UK market place which should help give a glimpse into what may be a future trend in South Africa. We look at the role of passive ...
28
Apr
2013
Financial Services trends in Europe
In this article, we look at 4 broad trends: regulation, low yields, equity volatility and decreased country chauvinism and evaluate who the beneficiaries and losers may be
30
Nov
0202
This was South Africa’s best performing unit trust in 2021. You’ll never believe what ...
You may not want to know what happens next. Unfortunately, in the investing world, being overly curious and adventurous can be hazardous to your wealth. Over the last few weeks, the ...