Over the years we have delivered outstanding results for our clients thanks to our experienced team and comprehensive range of investment options. We are exceptionally proud to have been recognised over the years. We will continue strive to establish Melville Douglas as a leading boutique investment house not only in South Africa but globally.
Raging Bull Award
Best Offshore Management Company 2021
Known as the ‘Oscars’ of the unit trust industry, the Raging Bull Awards provide a platform for the South African financial services industry to recognise the achievements of collective investment scheme managers. The annual awards celebrate the top performers across a range of collective investment scheme categories. The Offshore Management Company of the Year award is awarded on the basis of a manager’s average PlexCrown rating for the management of foreign-currency funds domiciled offshore and approved for South African investors. We are proud to have had our suite of offshore funds, across equities, multi-asset and fixed income meet the award criteria for 2021.
Best Global Equity Fund in South Africa
Morningstar is a leading provider of independent investment research. The annual awards recognise funds and asset managers that added the most value for investors within the context of their relevant peer group in 2018 and over longer time periods. Morningstar selects the finalists using a quantitative methodology with a qualitative overlay that considers the one, three-, and five-year performance history of all eligible funds, and adjusts returns for risk using Morningstar Risk, a measure that imposes a higher penalty for downside variation in a fund’s return than it does for upside volatility.
Wealth Manager Finalist
Melville Douglas was one of only four firms to make the final shortlist in the ‘medium-sized’ category at the 2018 Citywire Wealth Manager Investment Performance Awards. The award is among the most prestigious prizes a UK wealth manager can win and are presented to wealth managers who deliver consistently great performance for their clients. This year, there were over 172 portfolio entries, covering more than £46 billion of assets. The awards are based on consistency of performance, i.e. risk-adjusted performance over three years, consistency year-by-year over that period, and finally, how many clients, and how much money the portfolio is applied to. The award calculations are independently determined by Asset Risk Consultants, a leading investment consulting practice.
Global Brands Magazine
Best Boutique Asset Manager
Global Brands Magazine is a leading brands magazine providing opinions and news related content about various brands across the world. The company is based in the United Kingdom. Melville Douglas was awarded this honour for their consistent and exceptional commitment to Innovation, Quality, Branding Activities, Customer Service and Performance.
Top Offshore Manager
Melville Douglas took the honours as the leading offshore management company for the first quarter in 2009.
The Melville Douglas Income Fund took the honours as the leading fund in the Global Fixed interest category.
Standard and Poor’s
Five Star Fund rating
The Melville Douglas Dynamic Strategy Fund received a five star rating from the Standard & Poor's Fund Services. The star system measures a fund’s performance and consistency relative to the sector the fund is in. It was the only unit trust in the domestic asset allocation flexible sector with five stars.