Scharf Investments
Overall, Scharf Investments benefits from a strong investment culture, earning it a High Parent Pillar rating. Manager investment is an area of strength for the firm. Over 75% of the firm's assets are covered by a$ 1 million investment, in an effort to align portfolio manager and shareholder interests. Scharf Investments has brought continuity to its product shelf, with low portfolio management turnover compared with peer firms over the past five years. Scharf Investments open-end and exchange-traded products are priced, on average, among the second most-expensive quintile of similarly distributed strategies. This higher expense profile of its funds creates a larger performance hurdle and contributes negatively to Scharf Investments's rating.
Scharf Investments
Market
US Open-end ex MM ex FoF ex FeederTotal Net Assets
479.42 MilInvestment Flows (TTM)
−1.37 MilAsset Growth Rate (TTM)
−0.29%# of Share Classes
5| Morningstar Rating | # of Share Classes | |
|---|---|---|
| 1 | ||
| 2 | ||
| 2 | ||
| 0 | ||
| 0 | ||
| Not Rated | 0 |
Name
|
Morningstar Rating Overall
| |
|---|---|---|
| Scharf Multi-Asset Opportunity Retail | 11 | |
| Scharf Multi-Asset Opportunity Instl | 8 | |
| Scharf Global Opportunity Institutional | 3 | |
| Scharf Institutional | 55 | |
| Scharf Retail | 62 |