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2 February 2016
The survey ranks the top domestic managers as follows:
There were 16 companies that qualified for a rating over the five years to 31 December 2015. To qualify a company must have a rated fund in each of the broad unit trust sectors. It should also have a rated fund in the SA general equity sub-category or an actively managed fund in the SA large cap equity sub-category. The survey focuses on performance over 3- and 5-year periods.
The PlexCrown Fund Ratings Survey is highly respected for the role it plays in our industry in recognising and celebrating risk-adjusted performance results. Survey ratings take into account both performance and the risk taken to achieve those results. Sixteen of the eighteen SIM funds that qualified to be rated received 3 or more crowns (5 being the best score).
The survey results confirm that our clients benefit from the consistent performance that our processes and investment philosophy deliver.