We aim 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; John Biccard, who manages Investec Value Fund; Prudential (both Equity and Dividend Maximiser); RMB Mid/Small-Cap Fund
Domestic Bonds / Income Funds: Nedgroup Investments Gilt Fund; Metropolitan Gilt Fund; Henk Viljoen of Stanlib Bond Fund; Nedgroup Flexible Income Fund; RMB Income Plus Fund
Money Market Funds: Cadiz, Allan Gray
Domestic Prudential Funds: Allan Gray Balanced, Allan Gray Stable, Coronation Balanced Plus, Investec
Flexible Asset Allocation Funds: Investec Opportunity Fund
Property Funds: Stanlib and Investec
Global Equities: Allan Gray-Orbis Global Equity Feeder Fund; Coronation World Equity; Investec Strategic Value Fund; Investec Worldwide Equity Feeder Fund; Investec Global Equity FoF; Oasis; RMB International Equity Fund of Funds; Berkshire Hathaway
Global Asset Allocation: Allan Gray, Flagship
Happy investing!
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3 comments:
How do you learn of these unit trusts to recommend? What are your criteria?
We use the following criteria:
- Quantitative: The funds' long-term and short-term performance, risk-adjusted performance, consistency;
- Qualitative: The fund manager's investment philosophy, investment process, Raing Bull Awards and PlexCrown ratings (which are based on statistical analyses)
Hi, could you provide the latest update by any chance ?
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