Alexforbes continues its commitment to delivering valuable ongoing insights to independent financial advisers (IFAs) and investors in the retail investment sector. Building on the success of its Institutional Manager Watch™ series of surveys, Alexforbes is excited to announce its new Retail Manager Watch™ surveys.
This initiative reaffirms Alexforbes’s intent to provide comprehensive and up-to-date performance data, leveraging its established survey team to enhance insights within the retail investment landscape.
The new retail multi-asset class survey, published monthly, is segmented into three distinct categories: low equity, medium equity, and high equity. These categories, aligned with the Association for Savings and Investment South Africa (ASISA) guidelines, offer a granular view of performance and risk statistics, allowing IFAs and investors to make informed decisions based on their chosen risk tolerance and investment objectives.
Survey categories
Low equity: This category includes portfolios with lower exposure to equities, offering more stable returns with reduced volatility. It is designed for conservative investors seeking steady growth and lower risk.
Medium equity: Balancing risk and reward, the medium equity category includes portfolios that maintain a moderate level of equity exposure. These portfolios aim to provide reasonable returns while managing risk, catering to investors with a balanced risk appetite.
High equity: For those with a higher risk tolerance, the high equity category consists of portfolios with substantial equity exposure. These portfolios have the potential for higher returns but come with increased volatility, suitable for investors looking for significant growth over the long term.
The March 2024 retail multi-asset class survey features 21 asset managers, represented by 43 portfolios, reflecting a broad and diverse range of investment strategies and approaches. This coverage ensures the survey provides a detailed analysis of the retail multi-asset class investment landscape. Additional surveys, including Bond, Equity, Money Market and Property, are planned for publication in July.
Market presence
The total assets under management (AuM) represented in the March 2024 retail multi-asset class survey amount to an impressive R574 billion. This market presence underscores the importance of the retail surveys, as they encompass a sizeable portion of the investment market. IFAs and investors can rely on this data to gain insights into market trends, performance benchmarks, and investment opportunities.
Performance sections
The Retail Manager Watch™ surveys are divided into two sections. The first section includes portfolios with a performance history of up to seven years, while the second section covers portfolios with a performance record of 10 years or more.
Strengthening investment industry insights
The launch of the Alexforbes Retail Manager Watch™ surveys marks a significant step forward in Alexforbes’s mission to provide IFAs and investors with valuable and actionable insights to make informed decisions.
Don Andrews, head of the Alexforbes investment survey team stated, ‘We are confident that this new initiative will be a valuable resource for the investment and financial advice community, continuing our legacy of excellence and commitment to investment research.’
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