Tuesday, July 10, 2007

Mirror, mirror on the wall, who is the fairest of them all?

As promised at the end of May, we have conducted an in-depth analysis of asset managers and unit trusts, with the intention of providing readers with our list of recommended asset managers and unit trusts. We examined asset managers' investment philosophy, proceeses and track record. We aimed to identify asset managers that will provide consistently superior long-term returns for investors.

Our recommendations are as follows:

Domestic Equities: Allan Gray; Tim Allsop of Polaris, which manages Nedgroup Investments Rainmaker Fund; PSG Alphen; John Biccard, who manages Investec Value Fund; Anthony Sher of Stanlib Small-Cap Fund.

Domestic Bonds / Income Funds: Nedgroup Investments Gilt Fund; Henk Viljoen of Stanlib Bond Fund; Investec Opportunity Income Fund

Domestic Prudential Funds: Allan Gray Balanced, Allan Gray Stable

Property Funds: Oasis, Marriot, Stanlib and Investec

Global Equities: Orbis / Allan Gray Global Equity Feeder Fund; Investec Strategic Value Fund; Investec Worldwide Equity Feeder Fund; Old Mutual Global Equity Fund; Momentum Global Fund; Sanlam Global Best Ideas Feeder Fund; Berkshire Hathaway

Happy investing!

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