PlexCrown

Since 2005, PlexCrown has earned a reputation as the leading retail unit trust fund-rating agency in South Africa. Our ratings are independent, unbiased and completely objective and are based on a combination of various recognised statistical measures. We pride ourselves on being in the forefront of statistical research in especially in the unit trust industry where we have developed rating and information products to serve our stakeholders - investors, investment advisors, investment managers, regulatory authorities and life offices.

Important Updates to Our Fund Ratings & Methodology

We are committed to providing transparent and reliable fund performance data. To ensure our reporting remains robust, we regularly review our methodologies across all fund categories. Please note the following recent updates to the data displayed on this site:

Changes to Multi-Asset Income Ratings
Due to an increase in less liquid instruments within the Multi-Asset Income sector (specifically those not priced daily) we have discontinued the publication of risk-adjusted return ratings for this specific category. This ensures our ratings remain based on highly transparent market data.

New Management Company (Manco) Risk Ratings
We have updated how we calculate overall Management Company ratings to better reflect the current market landscape:

  • Categories:To qualify for a rating, a management company now needs funds across three broad categories (down from four).
  • Category Consolidation: "Interest Bearing" funds have been merged into a new 'ranking' category: SA Multi-Asset & Interest Bearing.
  • Adjusted Weighting: We have updated the percentage contributions for these categories to maintain a balanced assessment.
  • Expanded Coverage: As a result of these more inclusive criteria, you will notice additional management companies now meeting the requirements and being ranked alongside their peers.

The PlexCrown Ratings Tool has been updated with Q1 2026 results. Click here to view results.

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