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The survey ranks the top domestic managers as follows:

  1. Nedgroup Investments
  2. Coronation
  3. Allan Gray
  4. Prudential
  5. SIM
  6. Discovery
  7. PSG
  8. Absa
  9. Momentum
  10. Investec

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.

Glacier Financial Solutions (PTY)LTD is a licensed financial services provider.
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