Raging Bull Awards for 2015

TOP MANAGEMENT COMPANIES OF 2015

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 applied to asset classes. Passive funds are not rated, and funds in non-rated sub-categories and sectors (for example, money market funds) are not taken into consideration.

SOUTH AFRICAN MANAGEMENT COMPANY OF THE YEAR

The award is made to the South African-domiciled management company with the best overall performance across sectors consisting of five or more rand-denominated funds with a performance history of at least five years.
NEDGROUP INVESTMENTS

Certificate for Second-best Company: CORONATION FUND MANAGERS Certificate for Third-best Company: ALLAN GRAY

OFFSHORE MANAGEMENT COMPANY OF THE YEAR

The award is made to the offshore-domiciled management company with the best overall risk-adjusted performance across sectors consisting of five or more non-rand-denominated funds with a performance history of least five years.
NEDGROUP INVESTMENTS

SPECIAL RAGING BULL AWARDS FOR PERFORMANCE OVER 20 YEARS

Special Raging Bull Award for top outright performance by a South African equity general fund over 20 years: INVESTEC EQUITY FUND R

Special Raging Bull Award for risk-adjusted performance by a South African multi-asset equity fund over 20 years: INVESTEC MANAGED FUND

TOP OUTRIGHT PERFORMERS

The awards are made to the top performers to December 31, 2015 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, or ProfileData sectors.

Best South African Equity General Fund. The award is made to the fund with the highest ProfileData total investment-return ranking over three years in the South African equity general sub-category. 36ONE MET EQUITY FUND A

Best South African Interest-bearing Fund. The award is made to the fund with the highest ProfileData total investment-return ranking over three years in the South African interest-bearing short-term and variable-term sub-categories and the South African multi-asset income sub-category. PRESCIENT INCOME PROVIDER FUND A1

Best (South African-domiciled) Global Equity General Fund. The award is made to the fund with the highest ProfileData total investment-return ranking over three years in the global equity general sub-category. OLD MUTUAL GLOBAL EQUITY FUND A

Best Offshore Global Equity Fund. The award is made to the fund with the highest ProfileData total investment-return ranking over three years in ProfileData’s offshore global equity general sector. INVESTEC GSF GLOBAL STRATEGIC EQUITY FUND A TOP PERFORMERS ON A RISK-ADJUSTED BASIS The top performers to December 31, 2015 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 nonrated 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 award is made to the fund with the highest PlexCrown rating and rank in the South African equity general sub-category. MAZI CAPITAL PRIME EQUITY FUND A1

Best South African Multi-asset Equity Fund. The award is made to the fund with the highest PlexCrown rating and rank in the South African multi-asset low-, medium- and high-equity sub-categories. REZCO MANAGED PLUS FUND A

Best South African Multi-asset Flexible Fund. The award is made to the fund with the highest PlexCrown rating and rank in the South African multi-asset flexible sub-category. BATELEUR FLEXIBLE PRESCIENT FUND A1

Best Offshore Global Asset Allocation Fund. The award is made to the fund with the highest PlexCrown rating and rank in ProfileData’s offshore global asset allocation flexible and prudential sectors. NEDGROUP INVESTMENTS GLOBAL FLEXIBLE FUND

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