Manager Research

We provide detailed institutional-quality global investment manager research and fund ratings. Based in the UK and South Africa,
all members of our manager research team have over ten years of investment experience.

  Latest Manager Research Updates

BMO Responsible Global Equity awarded Tier 2 rating
18 Feb 2019
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Royal London Sustainable World Trust awarded Tier 1 rating
18 Feb 2019
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Investec Cautious Managed retains Tier 2 rating
18 Feb 2019
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Schroder Income awarded Tier 1 rating
18 Feb 2019
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Change of management on Schroder Tokyo
11 Feb 2019
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To view all the updates click here.

Explaining Manager Research

We offer three rating categories, in descending order of confidence: Tier 1, Tier 2 and Tier 3.

Click here to understand our ratings process.

We rate each fund researched based on our three Rating levels:

This is our top rating. We are satisfied that this offering is managed according to a well-considered process, applied consistently and supported by the business and we believe is likely to add value over time.
This is a good fund or strategy, however we have some minor concerns which may be people, process or business related. In our view odds of adding value remain positive, but not significantly.
This is a negatively rated strategy. We have one or more fundamental concerns about aspects of this fund and believe there are better alternatives. We also believe the odds of this strategy adding value are low.