The INN8 Invest Diamond Awards serve as a platform to honour individuals and companies that have demonstrated exceptional performance, innovation, and dedication to delivering value to investors.
As a leading discretionary fund manager, INN8 Invest aims to recognise and celebrate excellence in the financial services industry. To learn more about our awards, download this information sheet.
Performance
Qualitative
Adviser
Performance
Best SA Multi Asset Income Manager
Winners
- Granate Asset Management Granate for BCI Multi Income Fund
Nominees
- ABSA Asset Management for SIM Tactical Income Fund
- Fairtree Asset Management for Fairtree Flex Income Plus Prescient
Best SA Multi Asset Low Equity Manager
Winners
- Truffle Asset Management for Amplify SCI Wealth Protector Fund
Nominees
- Matrix Fund Managers for Amplify SCI Defensive Balanced Fund
- Taquanta Asset Managers for Nedgroup Investments Core Guarded Fund
Best SA Multi Asset High Equity Manager
Winners
- 36ONE Asset Management for PPS Managed Fund
Nominees
- Denker Capital for Denker SCI Balanced Fund
- Fairtree Asset Management for Fairtree Balance Prescient Fund
Best SA Multi Asset Flexible Manager
Winners
- Bateleur Capital for Bateleur Flexible Prescient Fund
Nominees
- 36ONE Asset Management for 36ONE BCI Flexible Opportunity Fund
- Centaur Asset Management for Centaur Bci Flexible Fund
Best SA General Equity Manager
Winners
- 36ONE Asset Management for 36ONE BCI Equity Fund
Nominees
- Coronation Fund Managers for Coronation Top 20 Fund
- Truffle Asset Managers for Truffle SCI General Equity Fund
Best Global Equity Manager
Winners
- Fairtree Asset Management for Fairtree Global Equity Prescient Feeder Fund
Nominess
- Jupiter Asset Management for Old Mutual Global Equity Fund
- Schroders for ABSA Global Core Equity Feeder Fund
Best Global Multi Asset High Equity Manager
Winners
- Orbis Investments for Allan Gray-Orbis Global Balanced Feeder Fund
Nominees
- M&G Investments for M&G Global Balanced Feeder Fund
Best Global Multi Asset Flexible Manager
Winners
- First Pacific Advisors for Nedgroup Investments Global Flexible Feeder Fund
Nominees
- Foord Asset Management for Foord International Feeder Fund
- Thinkcell for MI-PLAN IP Global Macro Fund
Best Worldwide Multi Asset Flexible Manager
Winners
- Aylett Fund Managers for Nedgroup Investments Bravata Worldwide Flexible Fund
Nominees
- BlueAlpha Investment Management for Select BCI Worldwide Flexible Fund
- Blue Quadrant Capital Management for Blue Quadrant Worldwide Flexible Prescient Fund
Best Long Term Performance Award in the MA SA High Equity Category
Winners
- Ninety One for Ninety One Managed Fund
Nominees
- Aylett Fund Managers for Aylett Balanced Prescient
- Ninety One for Ninety One Opportunity Fund
Best Overall Performing Multi Asset Manager Over 5 Years
Winners
- Ninety One
Nominees
- Coronation Fund Managers
- Fairtree Asset Management
Asset Manager Performance Awards Diamond Ranking Guidelines
- Measured over five years to Dec 2023 using our Diamond Ranking Methodology, based on ASISA Category and retail fee class as specified by the manager.
- Funds which have a single manager and may include Multi Asset Indexation funds.
- Excludes multi-managers and DFMs.
- Where a single manager outsources their offshore to another single manager, these funds will be considered and awarded to the single manager named in the fund.
- Outsourced single managers are considered and any award given is to the underlying single manager, as long as the single manager was in place during the measurement period. If there is a change in the single manager during the period, then that outsourced fund will be excluded.
- The nominees and winners must be Silver or Gold Rated through our manager research process.
Qualitative
Best Investment Due Diligence Award
Winners
- Coronation Fund Managers
Nominees
- Granate Asset Management
- Sesfikile Capital
Best Operational Due Diligence Award
Winners
- Ninety One
Nominees
- Allan Gray
- M&G Investments
Best Technology and AI Award
Winners
- Differential Capital
Nominees
- Old Mutual Investment Group
- STANLIB Systematic Solutions
Qualitative Diamond Ranking Awards Guidelines
- To assess managers, we rely on them submitting their comprehensive capability reviews. We also look at their attribution data and systems for risk management. Some managers are outstanding in providing timely and necessary information. We note that the following nominees and winners are qualitatively Gold rated funds and have been decided by our Manager Research team.
Adviser
Best Technology and Practice Management Integration
Winners
- Wouter de Witt, Liberty
Nominees
- Peter Hewett, Hewett Wealth
Best Centralised Investment Proposition and DFM Integration
Winners
- Daniel Thomalla, Envestpro
Nominees
- Niel Kasselman, Strategic
- Shayne Cadman, Platinum Consulting
Best Overall Impact and Contribution to the Advice Industry
Winners
- Kobus Kleyn, Kainos Wealth
Nominees
- Michael Dundulakis, Hereford Group
- Siba Njoba, Imvelo Wealth
Congratulations to all of our nominees. Winners will be announced in April.