In October 2023 we reviewed the existing processes and practices, as applicable to the PlexCrown ratings. We were mostly happy with our findings but felt that rating the registered management companies separately from the third-party management companies was out of line with the principle of "rating the investment decision maker", that underpins the PlexCrown Rating system.

When we initially became involved in the PlexCrown ratings, the practice was to rate the registered management companies and later, when more third-party management companies qualified for ratings, by having a fund with enough history in each of the required unit trust sector, we started rating these on their own, ie, separately from the registered management companies.

In looking at what was in place for the end of 2023, we found that of the thirty odd management companies that would qualify, ten were third-party.

Based on these two findings, we decided to no longer rate them separately but create a single rating system for all the management companies.

For the benefit of our regular visitors and subscribers, you can still access the registered and third-party ratings via separate menu items (CIS and 3rd Party, respectively) but this may change in future.

Ratings tool updated with Q4 2023 results.

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. PlexCrown does the calculations for the coveted Raging Bull Awards based on risk-adjusted returns by applying the PlexCrown methodology. We are also honoured to determine the much sought-after Raging Bull Management Company of the Year Award.

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The PlexCrown Ratings Tool has been updated with Q4 2023 results. Click here to view results.

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