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Industry report: Fund manager changes Q4 2021

| Investments

As part of our investment process, our Manager Research Team meticulously screens the full universe of asset managers and their investment strategies, following a quantitative and qualitative process. We assess managers based on the three precise drivers and philosophies that underpin their investment performance: investment skill, risk factors and idiosyncratic style.

Integral to our ongoing process, is close contact with the underlying fund managers to understand their performance, positioning and also any changes that have occurred within their businesses. Each quarter we publish an industry report with fund manager changes that collate the business and team-related highlights that occurred during the quarter.

Highlights during this quarter include:


SIM has launched the SIM Flexible Income fund, which is intended to function similarly to the SIM SA Active Income fund but with the added benefit of offshore exposure.


Counterpoint believes that the preference share universe is shrinking, and that moves by Nedbank and Investec to buy back their preference shares may be a precursor to other banks making similar moves. Thus, the business proposed a mandate change for the Counterpoint SCI Preference Share fund to allow the fund to invest in other yield-producing instruments. This mandate change would be accompanied by a name change for the fund to the Counterpoint SCI Flexible Income fund. This is currently out for a ballot with investors.


In line with their commitment to responsible investing, Matrix Fund Managers also became a signatory to the Principles for Responsible Investment (PRI) in Q4 2021.

M&G Investments:

Rene Prinsloo was promoted to portfolio manager within M&G’s Fixed Income team. Rene joined M&G Investments in October 2019 as fixed income analyst and is currently responsible for fixed income analysis, as well as dealing and implementation.

Click Here to read the full report.

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