Raging Bull Award winners 2015

[First published in Personal Finance, January 2014]

Presentation of Certificates/Raging Bulls for Straight Performance

TOP OUTRIGHT PERFORMERS

The top performers to December 2014 on a straight performance basis in asset and sector-specific ASISA categories (including the main Multi-Asset sub sectors).

Methodology: Funds are ranked on a 3-year lump sum NAV to NAV basis (i.e. entry costs not taken into account) with income distributions reinvested at the ex-dividend date. Calculations by ProfileData

TOP OUTRIGHT PERFORMERS ON A STRAIGHT PERFORMANCE BASIS

Best South African Equity Funds:
• Best SA Equity Industrial Fund: Coronation Industrial Fund
• Best SA Equity Financial Fund: Coronation Financial Fund
• Best SA Equity Resources Fund: Investec Commodity Fund
• Best SA Equity Smaller Companies Fund: Nedgroup Investments Entrepreneur Fund

• The Raging Bull Award for the Best South African Equity General Fund goes to: HAVARD HOUSE BCI GENERAL EQUITY FUND

BEST South African Multi-Asset Funds excluding Multi-Asset Income Funds:
• Best SA Multi-Asset Flexible Fund Autus BCI Opportunity Fund
• Best SA Multi-Asset Low Equity Fund Stringfellow BCI Stable Fund of Funds
• Best SA Multi-Asset Medium Equity Fund S BRO BCI Balanced Fund of Funds
• Best SA Multi-Asset High Equity Fund MET Odyssey Balanced fund of Funds
• Best SA Interest-Bearing Variable-Term Fund Community Gilt Fund
• Best SA Interest-Bearing Short-Term Fund SIM Enhanced Yield Fund
• Best SA Multi-Asset Income Fund Harvard House BCI Flexible Income Fund

• The Raging Bull Award for the Best South African Interest-Bearing Short Term, Variable-Term and South African Multi-Asset Income Funds goes to :
HARVARD HOUSE BCI FLEXIBLE INCOME FUND

Certificate: BEST South African Real Estate Fund: Absa Property Equity Fund (I certificate)

BEST (SA Domiciled) Global and Worldwide Funds:
• Best (SA Domiciled) Global Multi-Asset Flexible Fund Old Mutual International Growth Fund of Funds
• Best (SA Domiciled) Global Multi-Asset Low Equity Fund Coronation Global Capital Plus (ZAR) Feeder Fund
• Best (SA Domiciled) Global Multi-Asset High Equity Fund Coronation Global Managed (ZAR) Feeder Fund
• Best (SA Domiciled) Global Real Estate Fund Catalyst Global Real Estate Feeder Fund
• Best (SA Domiciled) Worldwide Multi-Asset Flexible Fund Imalivest MET Worldwide Flexible Fund

• The Raging Bull for the Best (SA Domiciled) Global Equity General Fund: Old Mutual Global Equity Fund

BEST (FSB – approved) Offshore Funds:
• Best (FSB-approved) Offshore Europe Equity General Fund Templeton Euroland Fund
• Best (FSB-approved) Offshore USA Equity General Fund StanLib Offshore America fund
• Best (FSB-approved) Offshore Global Real Estate Fund Sarasin IE Real estate Equity-Global (GBP)
• Best (FSB-approved) Offshore Global Fixed Interest Bond Fund StanLib Global Fund
• Best (FSB-approved) Offshore Global Asset Allocation Fund Coronation Global Managed (USD) Fund

• The Raging Bull for the Best (FSB-approved) Offshore Global Equity Fund: Contrarius Global Equity Fund (Ireland)

TOP RISK-ADJUSTED PERFORMERS

Top performers to December 2014 on a risk-adjusted basis in the multi- asset allocation and real estate sectors plus 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 (eg Money market funds) 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 /sector with at least five qualifying funds

Risk adjusted methodology: The PlexCrown system combines risk-adjusted returns based on performance statistics from ProfileData with standard risk measures, consistency measures, and measures of downside risk and managerial skill. Performance over five-year and three-year periods is taken into account.

TOP PERFORMERS ON A RISK-ADJUSTED BASIS

• Raging Bull for the Best South African General Equity Fund on a risk-adjusted basis : SASFIN MET Equity Fund A

BEST South African Multi-Asset Funds (excluding Multi-Asset Income Funds) on a risk-adjusted basis
3 certificates
• Best SA Multi-Asset Low Equity Fund 27Four Stable Prescient Fund of Funds A1
• Best SA Multi-Asset Medium Equity Fund 27Four Balanced Prescient Fund of Funds A1
• Best SA Multi-Asset High Equity Fund PSG Balanced fund
2 awards
• The Raging bull for the Best SA Multi-Asset Equity Fund on a Risk Adjusted basis goes to: 27Four Stable Prescient Fund of Funds A1
• The Raging Bull for the Best SA Multi-Asset Flexible Fund on a Risk Adjusted Basis goes to: ClucasGray Future Titans Prescient Fund A1

BEST South African Interest Bearing and Multi-Asset Income Funds on a risk-adjusted basis:
• Best SA Interest-Bearing Variable-Term Fund Absa Multi Managed Bond Fund A
• Best SA Interest-Bearing Short-Term Fund Coronation Jibar Plus Fund A
• Best SA Multi-Asset Income Fund Coronation Strategic Income Fund A
• BEST South African Real Estate Fund on a risk-adjusted basis– Absa Property Equity Fund A

BEST (SA Domiciled) Global and Worldwide Funds on a risk – adjusted basis:
• Best (SA Domiciled) Global Equity General Fund Old Mutual Global Equity Fund A
• Best (SA Domiciled) Global Multi-Asset High Equity Fund Coronation Global Managed (ZAR) Feeder Fund A
• Best (SA Domiciled) Global Multi-Asset Low Equity Fund Coronation Global capital Plus (ZAR) Feeder Fund A
• Best (SA Domiciled) Global Real Estate Fund Catalyst Global Real Estate Feeder Fund A
• Best (SA Domiciled) Global Multi Asset Flexible Fund Old Mutual International Growth Fund of Funds A
• Best (SA Domiciled) Worldwide Multi Asset Flexible Fund Rootstock MET Worldwide Flexible Fund A

BEST (FSB – approved) Offshore Funds on a risk-adjusted basis:
• Best (FSB-approved) Offshore Europe Equity General Fund Franklin European Growth Fund
• Best (FSB-approved) Offshore USA Equity General Fund StanLib offshore America Fund
• Best (FSB-approved) Offshore Global Real estate General Fund Sarasin IE Real Estate Equity – Global (GBP)
• Best (FSB-approved) Offshore Global Fixed Interest Bond Fund StanLib Global Fund
• Best (FSB-approved) Offshore Global Equity General Fund Investec GSF Global Strategic Equity Fund A Acc

• The Raging Bull for the Best (FSB-approved) Offshore Global Asset Allocation Flexible and Prudential sectors goes to: Lloyds Multi Strategy Fund limited Growth Strategy

Top Management companies of the Year awards

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).

Methodology: The awards are based on the highest average PlexCrown rating for the suite of funds per major asset class managed by each management company, with weights being applied to asset classes. Passive funds are not rated and funds in non-ranked sub – categories and sectors (eg, money market sectors) are not taken into consideration.

The overseas-domiciled management company with the best overall performance across sectors consisting of a suite of five or more non-rand-denominated funds with at least three years’ history:

• The Raging Bull for the OFFSHORE MANAGEMENT COMPANY OF THE YEAR goes to: OASIS

BEST South African Management Companies

The Raging Bull for the SA-domiciled management company with the best overall performance across sectors consisting of a suite of five or more rand-denominated funds with at least a five year history. Asset Class management and fund sizes are incorporated GOES TO : CORONATION

• SOUTH AFRICAN MANAGEMENT COMPANY OF THE YEAR – 2ND PLACE PSG
• SOUTH AFRICAN MANAGEMENT COMPANY OF THE YEAR – 3RD PLACE Nedgroup Investments

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