TOP MANAGEMENT COMPANIES OF 2013
The unit trust management companies with the most impressive and most consistent overall performance across their families of funds taking into account all factors (performance, risk-management and consistency).
SOUTH AFRICAN MANAGEMENT COMPANY OF THE YEAR
The South African-domiciled management company with the best overall performance across sectors consisting of a suite of five or more rand-denominated funds with a performance history of at least five years. Asset class management skill and fund sizes are incorporated. CORONATION
Certificate for Second-best Company: ALLAN GRAY
Certificate for Third-best Company: NEDGROUP INVESTMENTS
OFFSHORE MANAGEMENT COMPANY OF THE YEAR
The offshore-domiciled management company with the best overall risk-adjusted performance across sectors consisting of a suite of five or more non-rand-denominated funds with at a performance history of least five years. Lloyds
TOP OUTRIGHT PERFORMERS
The top performers to December 31, 2013 on a straight performance basis in asset and sector-specific Association for Savings & Investment SA (Asisa) sub-categories (including the main multi-asset sub-categories).
Best South African Equity General Fund. The fund with the highest ProfileData total investment return ranking over three years in the Asisa South African equity general sub-category. MAZI CAPITAL MET EQUITY FUND (A1)
Best South African Interest-bearing Fund. The fund with the highest ProfileData total investment return ranking over three years in the Asisa South African interest-bearing short-term and variable-term sub-categories and the South African multi-asset income sub-category. CORONATION STRATEGIC INCOME FUND (A)
Best (South African-domiciled) Global Equity General Fund. The fund with the highest ProfileData total investment return ranking over three years in the Asisa global equity general sub-category. OLD MUTUAL GLOBAL EQUITY FUND (R)
Best Offshore Global Equity Fund. The fund with the highest ProfileData total investment return ranking over three years in ProfileData’s offshore global equity general sector. CONTRARIUS GLOBAL EQUITY FUND (Ireland)
TOP PERFORMERS ON A RISK-ADJUSTED BASIS
The top performers to December 31, 2013 on a risk-adjusted basis in the asset allocation and real estate sectors, as well as the largest other Asisa sectors based on market capitalisation. The PlexCrown fund -rating methodology, which incorporates risk-adjusted returns and consistency of performance, is used to rate and rank funds for these awards. Passive funds are not rated, and funds in non-rated sub-categories and sectors (for example, money market) are not taken into consideration. To qualify for a rating, a fund must have a return history of at least five years in a sub-category or sector with at least five qualifying funds.
Best South African General Equity Fund. The fund with the highest PlexCrown rating and rank in the Asisa South African equity general sub-category. MARRIOTT DIVIDEND GROWTH FUND (R)
Best South African Multi-asset Fund. The fund with the highest PlexCrown rating and rank in the Asisa South African multi-asset low-, medium- and high-equity sub-categories. PRESCIENT POSITIVE RETURN QUANTPLUS FUND (A1)
Best South African Multi-asset Flexible Fund. The fund with the highest PlexCrown rating and rank in the Asisa South African multi-asset flexible sub-category. 36ONE MET FLEXIBLE OPPORTUNITY FUND
Best Offshore Global Asset Allocation Fund. The fund with the highest PlexCrown rating and rank in ProfileData’s offshore global asset allocation flexible and prudential sectors. LLOYDS MULTI STRATEGY FUND LIMITED GROWTH STRATEGY