We are pleased to announce the finalisation of a research partnership agreement with Morningstar Investment Management (Pty) Ltd (www.morningstar.co.za). Morningstar are recognised as a leading global fund and market researcher and add a new dimension to our investment capabilites via three key elements;

  • Consequence Model Portfolios, investment options which blend our best fund ideas and are re-balanced as required to reflect changes in strategic thinking. Please click here to view updated performance.
  • An enhanced Investment Committee to regularly review client portfolios and strategies.
  • Access to a significant global and local research resource. Please click on the links below to view the latest Model Portfolio snapshot, Market Indicators & Commentary and Insights. This edition of Insights, from the pen of Investment Committee member Gerbrand Kruger, sheds light on the impacts of global Credit Ratings.