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

LF Woodford Equity Income suspends trading
3 Jun 2019
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Invesco Global Smaller Companies downgraded to Tier 2 rating
3 Jun 2019
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BNY Mellon rebranding
28 May 2019
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Threadneedle UK Monthly Income downgraded to Tier 2 rating
28 May 2019
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Baillie Gifford Long Term Global Growth awarded Tier 1 rating
20 May 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.