As with our motto, “always count”, we test and verify everything. Each month we conduct more than 30 different detailed investment manager peer group GraySwan ScoreCards. Every report incorporates more than 30 pages of performance and risk related statistics and form part of various quantitative reports, which we use as an initial screening methodology in our investment manager research process.

We now publish the 8 most used ScoreCards in summary format.

The ScoreCards incorporate the following universe of institutional mandates –

  • SA Money Market Funds
  • SA Enhanced Cash Funds
  • SA Bond Funds
  • SA Listed Property Funds
  • SA Constrained Equity Funds
  • SA Unconstrained Equity Funds
  • Africa Equity ex South Africa Funds
  • SA Global Balanced Funds
Download GraySwan ScoreCards September 2018