Independent Fund Research and Ratings
Fund research is at the core of our business. We research both South African and International Funds using a qualitative, in-depth due diligence approach. We believe that only a deep understanding of all of the drivers of investment success will allow us to make informed investment decisions and guide clients accordingly. Our investment professionals, all of whom have substantial experience inside asset managers, developed the approach.
Fund managers do not pay us. We believe that, by placing the long term needs of our clients ahead of our short-term business needs, we will enhance our integrity and build lasting relationships with our customers. It means we are able to offer candid opinions and guide clients with clarity.
When researching and rating a fund, we look at a range of factors such as: the business structure within which the fund operates; the fund management team, their beliefs and principles when making decisions; team dynamics and culture; as well as evidence of consistency in the investment process. This approach offers the highest degree of comfort that the fund is being managed appropriately.
This holistic research process informs our investment advisory service and clients also use our ratings as an independent guide to make their own investment decisions.
Our industry experience and qualitative fund research positions us as an expert support provider to:
- Fund platforms: fund selection, ratings and IFA support
- Multimanagers: fund research to complement inhouse teams
- Pension funds/Umbrella funds: independent fund advisory
- Independent Financial Advisers: independent fund and portfolio advisory
About Fund RatingsWe rate each fund researched based on our three Rating levels:
How we select funds to rate:We aim to rate funds which are in the best interest of our clients. Our research is largely client driven but we conduct an ongoing market assessment to see if there are additional funds which we need to cover. Currently we cover:
- South African and Offshore domiciled funds
- Single asset class and Multi-asset class funds
- Active and Passive funds
- Funds from large institutions as well as smaller boutiques
What we evaluate
The Rating ProcessWe cover each fund comprehensively by following the steps below.
We generally spend between 50 and 100 hours on each fund and the
full rating process can take up to 4 months.