About I-Net Fund Solutions
Celebrating 23 years in 2013, I-Net Bridge has grown to be one of South Africa’s preferred electronic providers of accurate, timely and quality financial content. I-Net Bridge has a client base of more than 300 leading institutions, spanning more than 3 500 desktops. I-Net Bridge has teamed up with PlexCrown Fund Ratings to bring you I-Net Fund Solutions, a website-based service that equips you with the relevant tools and information to assist you in your quest for excellence in best investment advice. PlexCrown is well known for its independent and objective unit trust ratings in South Africa since 2004 and, assisted by True South Actuaries & Consultants, does the calculations for the coveted Raging Bull Awards based on risk-adjusted returns by applying the widely accepted PlexCrown methodology.
The I-Net Fund Solutions website is authored and maintained by PlexCrown Fund Ratings and True South Actuaries & Consultants. PlexCrown Fund Ratings is headed by Ryk de Klerk who has worked in the financial services sector for over 32 years. His experience spans the entire spectrum of the investment industry: industrial and mining company analyst; investment strategist; fund manager (unit trusts and life funds – all asset classes); active involvement in the development of the South African financial derivatives market, and co-founder of PlexCrown Fund Ratings in 2004.
The I-Net Fund Solutions website provides sophisticated financial advisers and investment professionals with a system that consists of various tools to screen, analyse and select funds according to user-defined parameters on data independently analysed and provided by I-Net Bridge and PlexCrown Fund Ratings. Subscribers are able to select their own universe of funds from LISPS, management companies and unit trust categories and subcategories. Users are able to evaluate and analyse funds based on quantitative measures such as risk and return, and important fundamental measures such as the valuation of the underlying South African equity portfolios, earnings growth, the duration of South African interest-bearing portfolios and asset structures. Users also have access to the funds’ official fact sheets and concise reports.
The I-Net Fund Solutions website offers three levels of subscription:
1. Free package
1.1. Official fund fact sheets
1.2. Fund ratings
2. Standard package
2.1. All of the above
2.2. Concise fund reports
2.3. Tools to screen and analyse funds according to:
2.3.1. Investment objectives, including required returns, maximum risk, quality and size of funds.
2.3.2. Selected universe, including management companies, LISPS, fund subcategories and risk-profiled funds.
2.3.3. Quantitative measures of historical returns, including risk, return, risk-adjusted return, return-based style analysis.
3. Premium package
3.1. All of the above
3.2. Tools to screen and analyse funds according to:
3.2.1. Qualitative measures of the current underlying South African equity portfolios, including market valuation, consensus earnings and dividend growth consensus stockbroker analyst opinion, financial analysis measures, historical and forward earnings and dividend yield.
3.2.2. Qualitative measures of the current underlying South African interest-bearing portfolios, including duration, modified duration, running yield and interest rate sensitivity.
3.2.3. Asset structure exposure, including FTSE/JSE sectors, yield curve and broad asset exposures.
I-Net Fund Solutions arms you with the relevant facts.
It is a sifting process that enables you to select from your own predefined watch list or universe a list of funds that fit your criteria, based on investment objective and fund quality.
It allows you to compare funds on a quantitative basis, including returns, fund ratings, risk, statistical ratios, key ratio trends, return-based style analysis, fund specifics and management company ratings.
It enables you to compare equity funds and fixed-interest funds based on the fundamental evaluation of their recent underlying holdings.
The fact sheets of funds are updated as soon as they become available.
Three types of fund reports exist. The Fund Card consists of a summary of the quantitative analysis in tabular format. The Quantitative Report is a comprehensive report consisting of returns, risk assessment, graphs relating to relative returns, risks and ratios, return-based style analysis, and a box containing all relevant quantitative analyses. Assessment Reports (or due diligence reports) are summaries of detailed confidential reports done by PlexCrown Fund Ratings.
- The world’s first forward-looking unit trust guide!
Fundamental Value Guides are currently available for equity-only funds, multi-asset funds and interest bearing funds. Fund of fund unit trusts are excluded.