Morningstar has expanded its manager research offering to South Africa, providing coverage of 12 investment strategies domiciled in the region, alongside nine related parent firms. This enhancement gives financial advisers and investors greater tools and insights to navigate the investment landscape.
What Morningstar’s research expansion offers
The covered strategies feature qualitative, analyst-driven Medalist Ratings, supported by a comprehensive Managed Investment Report for each strategy, showcasing the depth and rigor of Morningstar’s research.
The expansion strengthens the resources available for Morningstar Investment Management client portfolios and provides deeper insights into the South African investment landscape. It also underscores Morningstar’s commitment to delivering independent, data-driven analysis of the region’s growth opportunities.
What to expect
“Morningstar’s forward-looking ratings are designed to bring greater clarity and confidence to investors, empowering them to navigate the investment landscape with ease. By expanding our coverage in South Africa, we are equipping financial advisers and investors with the information they need to make better informed decisions,” said Laura Lutton, Global Head of Manager Research at Morningstar.
“Tailored to the distinct needs of local advisers, these ratings build on the resources available to our investment management team – providing greater transparency and accessibility. It reinforces our commitment to delivering trusted, world-class insights, research, and portfolio solutions to our clients in South Africa,” said Mark Sanderson, Managing Director – EMEA at Morningstar Wealth.
“This milestone reflects Morningstar’s ongoing investment in the South African market. Introducing our Manager Research offering will empower investors with the insights needed to unlock growth opportunities unique to South Africa,” said Tal Nieburg, Managing Director of Morningstar South Africa.
Fund ratings overview
Morningstar’s ratings provide investors with a powerful tool to assess funds. The Medalist Rating, a forward-looking system driven by both analyst insights and quantitative analysis, is expressed with Gold, Silver, Bronze, Neutral, and Negative indicators. For more details on Morningstar’s ratings and methodologies, click here.
Among the newly rated South Africa-domiciled funds are Coronation Strategic Income (Bronze), Ninety One Diversified Income Fund (Silver), and Matrix SCI Stable Income Fund (Bronze).
This development is the latest from Morningstar’s Manager Research team, which recently expanded its Medalist Ratings to include semiliquid funds.
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