TOP MANAGEMENT COMPANIES OF 2014

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 Fund Managers

Certificate for Second-best Company: PSG

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 a performance history of least five years. Oasis

TOP OUTRIGHT PERFORMERS

The top performers to December 31, 2014 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.

Harvard House BCI General Equity Fund

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.

Harvard House BCI Flexible Income Fund

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

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.

Sasfin MET Equity Fund

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.

27four Stable Prescient Fund of Funds

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. ClucasGray Future Titans Prescient 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)