AN Independent platform profiling asset managers, discretionary fund managers, investment platforms and solution providers.

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FEATURED

Meet the Managers

Visit the Meet the Managers FundHub profile to access and download speaker presentations
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FEATURED

Clearance Capital

Clearance Capital is a specialist investment management firm based in the City of London. They seek out the best opportunities in the global real estate capital markets based on their fundamental research findings.  Offering both long-only and hedge strategies, their team brings their experience in capital markets, real estate and investment management to bear on the investment approach to each portfolio.

The Clearance Camino Fund invests in European real estate securities with a focus on the core Western European economies. The portfolio is diversified, and the Fund adheres to a conservative investment strategy, with a strict investment and risk management process.  It is S65 approved and available on most offshore Lisp platforms.

Non-SA investors, professional investors and discretionary managers are welcome to contact us for more information on Clearance Capital’s absolute return fund offering.

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FEATURED

M&G Investments

About M&G Investments We help our clients protect and grow their savings, ensuring they can retire comfortably with dignity. Our broad range of capabilities includes fixed income, equities, multi-asset, real estate and infrastructure. We manage R377 billion in assets (as at end December 2025) and proudly have a Level 1 B-BBEE rating since 2021. We’re part of M&G plc, a global investment manager with operations in 28 countries, managing over R8.4 trillion in assets (as of end December 2025). Our clients benefit from the connected intelligence of over 6,000 investment professionals across the world’s top financial centres, connecting world-class research with fresh perspectives to drive better investment decisions.  
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MTM2026

10X Investments

We are an independent investment manager, and our over 16-year track record speaks for itself. We manage over R50bn across a range of investment products, servicing South Africans across our Intermediaries, Direct-to-Consumer, and Employee Benefits channels.
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MTM2026

1nvest

1nvest is an award-winning specialist index fund manager, proudly backed by Africa’s largest financial powerhouse, the Standard Bank Group. Currently managing over R50 billion in AUM, we are committed to making investing simple, accessible, and empowering.

Our mission is to provide investors with the essential building blocks to create a diversified investment portfolio, helping our clients take control of their financial future with transparency and cost-efficiency at the core.

Supported by the expertise and trusted legacy of Standard Bank, STANLIB, and Liberty, 1nvest partners with individual investors, financial advisors, and institutions to build sustainable wealth and achieve long-term financial goals.

Supported by the expertise and trusted legacy of Standard Bank, STANLIB, and Liberty, 1nvest partners with individual investors, financial advisors, and institutions to build sustainable wealth and achieve long-term financial goals.
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36ONE Asset Management

36ONE is an asset management company with a + 15-year track record of exceptional performance. The firm was founded in 2004 by Cy Jacobs and Steven Liptz. 36ONE manages unit trusts, hedge funds and segregated mandates for a broad range of clients, which includes private clients, financial advisors and institutions (both local and international). Our investment approach is centred on the principle that the market does not efficiently price securities at all times. We therefore believe that stock selection through bottom-up fundamental analysis can outperform over time. With single-minded focus, the team continues to deliver outstanding performance and exceptional service. Despite rapid growth, 36ONE remains small enough to maintain its flexible and agile investment approach.
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Aeon Investment Management

Aeon Investment Management, established in December 2005, is a boutique investment management company based in Cape Town, South Africa. With over 20 years of experience, Aeon manages assets for both institutional and individual investors. The experienced investment team have the capability to manage a range of equity and absolute return portfolios. The flagship funds, the Aeon Active Equity Prescient Fund and Aeon Balanced Prescient Fund, have delivered strong, award-winning, long-term performance for clients. As a company, Aeon Investment Management is dedicated to a level of service and excellence in investment management that cultivates trusted client relationships and enables the team to assist investors with all aspects of their investment needs. Aeon Investment Management is a Level One B-BBEE contributor and is 95% black owned.
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MTM2026

Anchor

Anchor is an international, independently owned boutique wealth and asset management firm established in 2012. Following its merger with London-based boutique wealth manager Credo in 2024, the Group has c. R306bn in assets under management and advice.

Headquartered in Bryanston, Johannesburg, Anchor operates regional offices in Pretoria, KwaZulu-Natal, Cape Town, Stellenbosch, Mauritius, Namibia, and London.

With a team of over 550 people, Anchor delivers a comprehensive range of local and global investment solutions to individuals, families, financial advisors, and institutions. Our client-centric approach, combined with agility and innovative thinking, enables us to tailor solutions that not only meet but exceed the unique and evolving needs of each client.

Recognising that change is constant, Anchor has structured its business to prioritise the individual and to respond swiftly to the demands of an ever-changing world, ensuring our resilience and agility.

www.anchorcapital.co.za

Anchor Capital (Pty Ltd [Reg no: 2009/002925/07]). An authorised Financial Services Provider; FSP no: 39834

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MTM2026

Ashburton Investments

Ashburton represents the asset management activities of the FirstRand Group. Ashburton Investments offers solutions to corporates, financial advisers and institutions. While always being valuation-driven, and risk-aware, the company’s investment style is pragmatic, spanning active and passive, local and offshore, traditional and alternative strategies. Although it is known for its solid fixed income track record, Ashburton Investments is a notable performer on multi-asset, equities and global capabilities. The company has one of the strongest teams of investment experts in the country, whose collective mission it is to meet its clients’ unique needs with integrity. Ashburton Investments also has one of the most diverse asset management teams in the country, with a significant number of women in their investment teams.
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Capital International

Capital International (Jersey) Limited is an independent discretionary asset manager specialising in global equity and multi‑asset strategies. As part of the Capital International group of companies, now in its 30th year of operation, the firm serves an international client base from offices in the Isle of Man, Jersey and South Africa, supported by a Representative Office in Dubai. The investment team brings together highly experienced professionals with strong research capabilities and a disciplined, active approach to investing. Capital International (Jersey) Limited offers a range of investment strategies alongside a flagship fund. The Martello Global Equity Fund offers investors a high-conviction, actively managed global equity solution, combining disciplined, rule-based stock selection with a flexible, style-agnostic approach. Capital International (Jersey) Limited is a subsidiary of Capital International Group Limited and is regulated by the Jersey Financial Services Commission for the conduct of Investment Business and Fund Services Business. Capital International and Capital International Asset Management are trading names of Capital International (Jersey) Limited. In South Africa, Capital International (Jersey) Limited is authorised as a Financial Services Provider (FSP No.51164).
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MTM2026

Capricorn Asset Management

Capricorn Asset Management is a leading Namibian asset management firm. We pride ourselves in meeting the investment needs of individual investors, financial advisors, businesses, pension funds and government institutions.

With a range of solutions, we manage investments covering all major asset classes in markets around the world. Our deep understanding of the markets and securities we invest in, along with the dedication of our employees, helps us deliver consistent investment returns that enable our clients to achieve investment success.

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Cogence

Cogence is the first global discretionary fund manager in South Africa. It marries the expertise of Discovery, whose behaviour-change platform is the largest of its kind, and BlackRock, one of the world’s leading asset managers. Cogence then combines this with the local investment management expertise of RisCura, who intimately understands the local market within a global context. Using Aladdin Wealth™, BlackRock’s industry-leading investment and risk technology platform, and Vitality insights and data, Cogence is the world’s first discretionary fund manager that fully models retirement solutions, taking health experience into account. Now available on multiple platforms The Cogence investment solutions are available on the Discovery Invest, Ninety One, Glacier, and now Allan Gray platforms. To gain access to these solutions on the Ninety One, Glacier and Allan Gray platforms, email info@cogence.co.za.
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MTM2026

Credo

Why Credo?

We are a global wealth management business founded in 1998. With a team of more than 100 people, we have assets under custody in excess of £6bn+ (£2bn+ of which is under management), represented by over 8,000 portfolios.

Our values form the cornerstones of our business. We focus on long-term success and build relationships based on trust. This results in meaningful and lasting partnerships with both Private and Financial Intermediary clients.

Following our merger with Anchor in October 2024, we now have together more than £13.5bn under custody, £9.5bn+ under management, a team of over 550 members, and a strong global footprint in 3 countries. Importantly, Credo senior management retains a significant stake in the combined business, ensuring the commitment to our values and clients remains steadfast.

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MTM2026

Curate Investments

Curate Investments brings the art of investing to life through a carefully selected range of single-manager funds, each managed by exceptional investment teams chosen for their expertise, integrity, and alignment with investors. Rather than managing everything in-house, Curate identifies specialist local and global managers to provide investors with differentiated thinking and deep investment expertise across equity, balanced, property, fixed income, and enhanced index strategies. Built around simplicity, excellence, relevance, and global reach, Curate simplifies an increasingly complex investment landscape through transparent, thoughtfully designed solutions tailored to investor needs, supported by disciplined research and ongoing oversight to maintain consistently high standards.
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Equilibrium Investment Management

Equilibrium offers discretionary fund management and investment consulting services and solutions to help your clients achieve their investment goals. We enable you to do what really matters. Spending more time with your clients and building your business. Our unique advice-led portfolios are designed to be efficient and optimised through market cycles, so your clients stay invested and achieve their investment goals. Because partnering with you to enable your advice outcomes, is our business. Equilibrium was established in 2008 and is part of Momentum Group Limited. Equilibrium is all about balance; two sides of the equation. It is about understanding the client’s objective and constructing portfolios to match those objectives. It is about the equilibrium we bring into your client’s investments. One of our key strengths is our understanding of the financial advice process. We are a client-centric business and the flexibility with which we execute our investment skill is one of our most valued traits. We achieve equilibrium by using our three-step portfolio construction process:
  • Strategic asset allocation: We blend the right asset classes for optimum risk management. This is the cornerstone of our investment philosophy, as it informs a large part of variation in the returns we expect clients to experience over time.
  • Style optimisation: We choose the most appropriate investment strategies within each asset class to enable consistent returns in dynamic market conditions.
  • Mandate selection: We select the best-of-class investment managers or have an optimal mandate designed. We use a variety of subscription and proprietary tools and systems in the modelling as well as portfolio construction process. Our solutions can incorporate passive, active and smart-beta strategies across multiple investment strategies. These can be combinations of local and global asset classes and, depending on the solution, can incorporate local and global currencies. The result is the delivery of a holistic value proposition.
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MTM2026

Fidelity International

At Fidelity International, our purpose is to work together to build better financial futures for our clients and we believe that investing, over the long-term, is critical to achieving that. As a family and management-owned company, we think generationally in terms of the services we build and provide, as well as the way in which we invest on our clients’ behalf. Our focus is on delivering sustainable investment returns for our clients, while managing our impact on society and the environment. To do this, we incorporate sustainability into our business operations and our investment process, working with investee companies to help them operate more sustainably in order to deliver those long-term returns and secure a better future for all.
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MTM2026

Findotec

Founded in 2018, Findotec is a South African quantitative fund management firm built on a contrarian premise: buying a fund doesn’t mean being stuck with it forever. The fund operates a proprietary Quantitative Momentum Strategy that rotates capital across the country’s top funds based on momentum signals, not “buy and hold” dogma. Rooted in evidence-based investing, Nobel Prize-winning research and applied across three inflation-beating mandates (CPI+3%, CPI+5% and CPI+7%), the firm has won five industry awards. Its clients: advisors, institutions and investors who want returns built on evidence, not luck.
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MTM2026

Flagship Asset Management

Established in 2001 and 100% owned by staff and directors, Flagship Asset Management is a multi-award winning, specialist global boutique asset manager. We specialise in global equity and global flexible funds. Our mission is to be the navigators and global authority of your complete investment future, wherever it may lead. We are a partnership, a collective of ethical individuals driven to do right by our clients. An agile team of independent thinkers who are always working on your behalf, Flagship offers a high-touch, high-quality investment service. Reach out to us, our door is always open.
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Foord Asset Management

Founded in 1981, Foord Asset Management is an independent and owner-managed boutique built on the principles of investment stewardship. A multi-decade track record of successful investing evidences our capacity to consistently deliver superior investment returns for a range of investment strategies. Our value proposition focuses on safety-first and risk-cognisant investment management. We construct diversified investment portfolios based on rigorous fundamental research, high conviction ideas and an adaptable, value-driven investment policy. We embrace market volatility as opportunity, not risk. In partnership with Foord Asset Management Singapore, Foord is one of the few South African asset managers to offer a globally integrated investment management service with a range of South African, worldwide and global investment strategies catered to most investment needs and risk budgets for investors in South Africa and abroad
  • For short-term investment horizons and conservative risk appetites: Foord Income, Foord Flex Income and Foord Conservative Funds
  • For longer term savings needs in discretionary and retirement fund portfolios: Foord Balanced Fund and Foord Flexible Fund of Funds
  • For specialist South African-only strategies: Foord Equity and Foord Bond Funds
  • Globally: Foord International Fund for conservative investors and Foord Global Equity Fund for risk tolerant long-term investors
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MTM2026

INN8 Invest

INN8 Invest is the centre of excellence for discretionary fund management (DFM) services within the Standard Bank Group. The business has a proud 20+ year track record with more than R560 billion under stewardship, which includes R112 billion worth of assets under management. The STANLIB Multi-Manager model portfolio proposition for Group advisers, and third-party IFAs, was repositioned in March 2022 under a new brand, INN8 Invest. STANLIB Multi-Manager, a division of STANLIB Asset Management, houses the core investment team behind INN8 Invest. To ensure its independence from existing STANLIB Asset Management franchises, INN8 Invest operates under the STANLIB Wealth Management Ltd licence, which is shared with the Group’s investment platform, under the registered trademark INN8. Our value proposition stems from the fact that we are able to blend our portfolio construction and manager research capabilities across different asset classes and strategies to provide additional diversification to meet tailored client needs. Along with our unlimited investment scope, global intelligence network and our total impartiality, we ensure that our clients can take advantage of the right investment opportunities – no matter where and when they arise.
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MTM2026

Ironclad Asset Management

Ironclad manages alternative investments for advisors, DFMs and multi-managers. We round out equity-dominant portfolios by adding differentiated sources of return while preserving high growth targets. Our systematic strategy range is organised across three categories: Equity Enhancers keep equity exposure intact and overlay diversifiers on top. Equity Alternatives add a second high-growth engine independent of equity. And Equity Diversifiers target return streams that behave differently from equities and bonds. Our aim is to be the manager our clients rely on to keep compounding through the full equity cycle, and not just in the good times.
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MTM2026

Laurium Capital

Laurium Capital is an employee-owned boutique asset manager with offices in Johannesburg, Cape Town, and London. Founded in 2008, Laurium has grown to manage over R85 billion in assets across a diverse range of strategies.

We offer a suite of long-only and hedge fund solutions, investing in South Africa, across the African continent, and internationally. Our strong team of over 40 highly driven and qualified professionals is committed to delivering performance and service that exceed client expectations.

At the heart of our investment approach is rigorous, on-the-ground research and deep local market insight. We pair this with disciplined portfolio construction and robust risk management to generate superior risk-adjusted returns over time.

Our comprehensive range of unit trusts spans the risk spectrum and is available on most leading LISP platforms. Laurium’s client base is well diversified, including high net worth individuals, institutional investors, and retail clients.

We are defined by Passion, Purpose and measured by our Performance. Above all we remain focused on our clients and ‘Investing for your future’.

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MTM2026

Marriot Investment Managers

Established in 1987, Marriott Investment Managers was acquired by Old Mutual in 2005 and forms part of Old Mutual Investments as an independent boutique. We focus on high-quality, well-established, dividend-paying stocks in order to provide investors with more predictable investment outcomes. Our disciplined investment strategy allows us to offer investments which provide investors with the stability and resilience needed to build and preserve wealth over the long term. We offer a range of local and offshore investment options to suit investors’ needs and goals across all life stages:
  • SA unit trusts and investment products
  • International unit trusts
  • Offshore share portfolio
  • Direct UK property fund
  • Tax-efficient, low-cost international income and equity portfolios
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MTM2026

Mazi Asset Managers

Mazi Asset Management aspires to be a world-class, global fund manager rooted in African heritage. Our objective is to manage, safeguard, and grow our clients’ assets. We achieve this through a diversity of thought, perspective, and expertise. In a constantly evolving investment landscape, identifying the best opportunities demands an unconventional mindset. Our research-driven, forward-looking approach enables us to deliver sustainable, high-impact returns for our clients. Our Equities range includes • South Africa Equity • Global Equity Fund • Africa Equity • Shari’ah Equity Fund • Property Equity Fund Multi-Asset • High Equity Balanced Fund • NextGen Flexible Fund Fixed Income • Money Market Fund • Flexible Income Fund Alternative assets • NextGen Long Short Qualified Investor Hedge Fund • Market Neutral Hedge Fund • Mazi Long Short Qualified Investor Hedge Fund
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MTM2026

Melville Douglas

Since 1987 Melville Douglas has been delivering superior investment returns across diverse asset classes. We are a boutique investment management company within the Standard Bank Group and manage the investments on behalf of individuals, families and a wide range of endowments, charitable trusts, retirement fund and institutional clients.

Our global presence is matched by a personal approach – placing client relationships at the heart of everything we do. With a legacy of trusted performance and a commitment to long-term wealth creation, Melville Douglas combines global expertise with tailored solutions to help our clients achieve their investment goals.

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MTM2026

Methodical Investment Management

Methodical Investment Management (Pty) Ltd is an independent, specialist investment manager regulated by the South African Financial Sector Conduct Authority and approved as an Investment Manager by the Central Bank of Ireland. We offer a broad range of solutions across the risk spectrum to meet varying investor requirements. Our approach optimises technology and tradition by applying fundamental investment theories in a data-intensive environment. Methodical is independent, employee-controlled and managed with the primary aim of delivering attractive investment returns after fees. We operate with a flat structure and are not encumbered by the red tape and inefficiencies found in typical large investment management firms. We currently manage R13bn across the product range.
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MTM2026

New Road Capital

We blend quantitative and qualitative tools to balance risk and reward, customizing solutions to your risk profile. Our services are competitively priced and always aligned with market conditions, offering clear value to our investors. With us, you can focus on achieving your financial goals, confident that your investments are in expert hands and offering you peace of mind as you navigate your financial journey.
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MTM2026

Old Mutual Investment Group

At Old Mutual Investment Group, we offer local and global investment strategies. Our experienced team navigates markets with precision, offering clients a reliable approach to capitalise on opportunities in any investment environment. Our commitment to investment excellence, responsible investing, and transformation is what sets us apart. We forge lasting partnerships with our clients by understanding their unique investment objectives and tailoring strategies for long-term success. We offer clients access to effective investments aligned with their goals, whether it is wealth preservation, capital growth, or risk management. Old Mutual Investment Group is a credible African black-owned manager, where local insight meets global proficiency.
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MTM2026

Otto1890 Investment Specialists

For us, investing isn’t just business, it is personal. Our people are our greatest strength. We show up fully, honour our word, and bring curiosity and commitment to everything we do. We care deeply about our work and the people we do it for. We stay curious, always learning and building what’s next. Many of our team members have been with us for decades. They stay because they’re all in. Our young talent learns directly from industry leaders: blending experience with fresh perspectives. Every stakeholder has direct access to senior leadership. Collaboration flows seamlessly across the business, unlocking the full depth of our expertise. We think long-term. We build for generations. Above all, we care for each other:listening, respecting and building together.
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MTM2026

Peregrine Capital

Peregrine Capital is South Africa’s longest-running hedge fund manager. Peregrine Capital has created exceptional wealth for its clients since its inception in 1998. The company currently manages just over R15bn of investor assets through its two local flagship hedge fund strategies, which are open to institutional and retail clients. Their Peregrine Capital High Growth H4 QI Hedge Fund (High Growth Fund) is the first fund in South Africa to achieve 100X an investor’s initial investment, so a million rand invested in the fund in February 2000 is worth more than R100 million now. Their Peregrine Capital Pure Hedge H4 QI Hedge Fund (Pure Hedge Fund) has never had a negative year since its inception in July 1998.
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MTM2026

PortfolioMetrix

With PortfolioMetrix as investment partner, advisers are free from the distractions that hold them back, giving them the space to achieve their full potential. We are a global investment management and technology partner to financial professionals, with a focus on high-performing advisers and specialist multi-managers. Financial advisers benefit from our ability to customise portfolios and from our proprietary WealthExplorer™️ technology, which enhances adviser effectiveness, business efficiency and the client journey. PortfolioMetrix manages over R100 billion, and employs 65 people in offices in London, Johannesburg, Dublin, and Cape Town. We achieve consistent, market-leading investment outcomes through our precision-engineered portfolios, and have been recognised by the industry, our peers and financial advisers through multiple awards, which span investment outcomes, best DFM services, best technology, best client service, and best risk profiling service.
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PPS Investments

PPS Investments is a subsidiary of PPS, a holistic financial services company specialising in tailored investment solutions designed exclusively for graduate professionals. Our purpose is to empower graduate professionals and their families on their financial journey, with a strong focus on creating and managing intergenerational wealth.

We strive to enhance the financial well-being of our member community and promote their prosperity through shared success. Whether you’re building wealth, planning for retirement, or managing post-retirement finances, our flexible investment solutions are designed to help you achieve your goals.

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MTM2026

Prescient China

Prescient China is a quantitative, researched based, asset management company focused solely on the Chinese market.  With a dedicated team based in Shanghai, our only goal is to deliver the best investment outcome for our clients. Prescient’s extensive history with China began in 2009 with our establishment of a representative office in Shanghai China.  In September 2012 we were the first institution in Africa to receive a Qualified Foreign Institutional Investor licence providing us with access to the very stringent Chinese capital markets.  In November 2015 Prescient incorporated Prescient Investment Consulting (Shanghai) PTY Ltd, establishing its working presence in the Chinese Mainland.
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MTM2026

Prescient Investment Management

Prescient Investment Management (PIM) is a leading systematic investment manager that relies on a data-rich investment process to provide clients with certainty in an uncertain world. Founded in September 1998, PIM has delivered superior risk-adjusted returns across its broad range of mandates for more than two decades, making it one of South Africa’s leading specialist investment management firms. Overseen by a diverse and skilled team of investment professionals, PIM’s investment solutions combine the best of human decision making with quantitative investing that is free of human bias and emotions. PIM’s investment approach has evolved over time, incorporating exciting innovations in data science and financial markets, but remains true to the original vision and philosophy of the founders.PIM specialises in portfolio and risk management, managing money on behalf of retirement funds, medical aid schemes, corporate entities, trusts, and individuals. Its investment solutions range from unit trusts and retirement fund portfolios invested in all the listed asset classes through to infrastructure and clean energy debt funds. Prescient Investment Management (Pty) Ltd is an authorised financial services provider (FSP 612).
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MTM2026

PSG Asset Management

At PSG Asset Management we follow a bottom-up, research driven investment process. Our research teams create carefully curated buylists across all asset classes from which our fund managers construct portfolios within the parameters of the specific mandates in our focused fund range. We aim to construct portfolios which have a high likelihood of achieving the required return over a range of future scenarios.
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MTM2026

Pzena Investment Management

Over the past 30 years, Pzena Investment Management has earned a reputation as one of the premier value investment firms in the world.

– AUM $80Bn largely in equities across market cap and global geographies.

– Deep and experienced 29-person research team, many of whom have worked together for decades.

– Unwavering commitment to our disciplined investment process.

We seek to buy good businesses at low prices, focusing exclusively on companies that are underperforming their historically demonstrated earnings power. We employ a disciplined, research-driven approach to value investing.

We have a global client base with a number of South African clients in our Section 65 registered Global and EM Funds and have recently launched the BCI Pzena Global Focused Value Rand Feeder Fund.

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MTM2026

Rezco

Rezco is a boutique active asset manager. Our purpose is to help our clients achieve financial well-being by creating wealth through risk-adjusted returns. Rezco started in 1984 managing private clients’ portfolios and, over 30 years later, has grown into a strong multi-award-winning asset management fund. Our funds employ active strategies that cover multi-asset classes and equities. Our independent thinking gives us the agility we need to react quickly according to market activity. Rezco’s decades-long track record of achieving market-beating returns for our clients is made possible by a strong culture of debate, cutting-edge investment technology, and a passionate team of experienced individuals.
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MTM2026

Rozendal Partners

Placing the interests of investors in the Rozendal funds first is of utmost importance to us. We want Rozendal Partners as a firm to prosper with our investors, not off our investors. To this end, we have structured the firm in a way that we trust has the best prospect of creating good long-term outcomes for our investors. Incentives drive behaviour and we have strived to align all the critical aspects of Rozendal Partners with the goal of delivering long term investment excellence. The mindset we bring to our activities is one of partnership with our fellow investors – hence our name.
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MTM2026

Sarasin and Partners

We take a global, thematic approach to investment, finding opportunities within the powerful themes shaping the world of tomorrow. We believe that responsible companies make better investments. That’s why we embed stewardship into our investment process.
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Satrix

Satrix is the leading provider of index-tracking investment products and exchange-traded funds (ETFs) in South Africa, with assets under management in excess of R320 billion*, invested across a range of ETFs, index-tracking unit trusts, and life pooled and segregated portfolios tailored to client mandates or retail funds.

Satrix pioneered index investing in South Africa, launching the flagship Satrix Top 40 ETF, the first locally listed ETF, in November 2000. The multi-award-winning business services the institutional, intermediary, and individual investor markets. Satrix has proven expertise in risk management, portfolio construction and index design.

A core part of Satrix’s purpose is to drive the democratisation of investing for all South Africans, with SatrixNOW, the no-minimum online investing platform, a key enabler providing South Africans with access to invest and “Own the Market”.

Visit www.satrix.co.za.

*Source: Satrix, as at 31 March 2026

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Schroders

Schroders has had an office in South Africa since 2015 and we focus entirely on providing offshore investment solutions to local intermediaries and institutions. Schroders has 22 FSCA-approved offshore funds available to South African investors, which are available on a number of offshore platforms. Our relationship with Sanlam Collective Investments also gives investors access to our strategies through a number of onshore ZAR feeder funds and our Schroder European Real Estate Investment Trust is listed on the JSE.
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Sentio

The future of investing is human. Only smarter and faster. Sentio has been setting itself apart from its competitors in the investment industry for the past 15 years through our unique hybrid-intelligent approach that combines human expertise and experience with cutting-edge technology. Unlike many other players in the industry who are just beginning to adopt artificial intelligence and machine learning in their investment process, Sentio has been utilising these technologies since our inception in 2007. As a result, our portfolio managers are equipped to make high-conviction investment decisions that deliver superior risk-adjusted returns for our clients over the long term.
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MTM2026

Steyn Capital Management

Steyn Capital Management was founded in 2009 by André Steyn, with the mission to seek out and exploit market inefficiencies.

The firm’s investment strategy is built on a value-driven, high-conviction approach that combines rigorous bottom-up research with forensic accounting and disciplined risk management. Its flagship SA long/short strategy has compounded at 17% p.a. net of fees for over 17 years, with only a quarter of the market’s risk and significant downside protection – and since 2022, investors can now access the same strategy through a daily-liquidity retail hedge fund which is available on all major LISPs.

Today, a 16-member team – including three portfolio managers – oversees R20bn across the four award-winning strategies focused exclusively on inefficient markets: South Africa, Africa, Frontier and Emerging Markets. With a proven track record and disciplined approach, Steyn Capital provides a unique solution for advisors looking to grow and protect client wealth.

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MTM2026

Stonehage Fleming

Our Global Equity Management teams actively manage a number of discretionary, long-only equity funds. These funds employ a bottom-up approach to stock selection, aiming for long-term capital growth. Our flagship fund, the Global Best Ideas Equity Fund (GBI), is a concentrated portfolio of best-in-class global companies. Each of these companies possesses a well-established and sustainable competitive edge, acquired at an attractive valuation. Our equity teams operate from key locations in London, Zurich, and South Africa
  • Our other equity funds follow the same investment philosophy and investment strategy.
    • The Stonehage Fleming Worldwide Flexible Prescient Fund mirrors 80% of our GBI fund, with 20% allocated to our best ideas listed in South Africa.
    • The Stonehage Fleming Equity Prescient Fund exclusively targets our top South Africa listed businesses.
“Our investment philosophy focuses on identifying and investing in best-in-class businesses for their quality, strategic competitive edge and value. We believe that by building a portfolio of such businesses, we can achieve a consistently favourable return on investment over time” – Gerrit Smit
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SwissOne Capital

Founded six years ago, SwissOne Capital embarked on a mission to redefine crypto investments, blending the esteemed principles of Swiss Asset Management with innovation. Our primary objectives were twofold: to pioneer a new era of premium crypto investment funds and to design products that are both accessible and secure, setting the bar for excellence in the industry. Through a fusion of traditional asset management acumen and cutting-edge blockchain technology expertise, we have forged a unique path in the financial landscape.
  • Today, we stand as the longest-standing independent crypto asset manager in Switzerland, a distinction earned since 2018. Endowed with regulatory approval and licensing from FINMA (CH) and the FCA (UK), we operate with the utmost integrity and accountability.
  • Our team, composed of seasoned professionals from diverse backgrounds in investment banking, hedge fund strategies, derivatives trading, and capital markets, forms the bedrock of our success.We take pride in our commitment to transparency, security, and innovation, ensuring that our clients have peace of mind while navigating the complexities of the digital asset space. By combining our deep-rooted expertise with forward-thinking strategies, we empower investors to participate in the transformative potential of blockchain and cryptocurrency markets.
At SwissOne Capital, we continue to push boundaries, delivering on our promise to provide investment solutions that are not only easy to understand and access but also uphold the highest standards of security and reliability. Our journey is one of continuous evolution, driven by a passion for excellence and a dedication to shaping the future of finance.
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MTM2026

Sygnia

Sygnia is a JSE-listed financial services group that offers asset management and investment administration services, as well as a wide range of savings and investment products, to South African retail and institutional investors. Investment administration is also offered to institutional clients in the USA and the United Kingdom.Sygnia managed and administered R295.3 billion in assets as at 31 March 2022. All the assets are administered on Sygnia’s proprietary investment administration platform and are unitised on a daily basis. The operations of the Sygnia group of companies (“the Group”) date back to 2003, when certain subsidiary companies formed part of the African Harvest group of companies. Sygnia was launched in 2006 through a management buy-out by the then-CEO of African Harvest, Magda Wierzycka, and her executive management team. Until 2015, Sygnia was privately owned by the existing executives and founders. Sygnia Limited listed on the main board of the Johannesburg Stock Exchange in 2015 and on the A2X exchange in 2018. The company remains majority-owned by its management and staff, including Sygnia’s broad-based BEE staff scheme. The company has provided asset management and investment administration services to South African retirement fund clients since 2006 and to international clients (retirement funds, endowments and multi-managers) since 2007. Today Sygnia is the second largest multi-management company in South Africa, one of the two largest passive managers in South Africa and the largest provider of ETFs in the country. It manages and administers assets on behalf of over 1 500 institutional investors and 39 919 retail investors, and its umbrella fund has over 45 000 members. The company employs over 300 staff members and has offices in Cape Town, Johannesburg, Durban and London.
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TBI

Smart Income. Enhanced Returns. Global Access. We specialise in asset management with a focus on income generation, guided by a conservative to cautious investment philosophy. Our funds are designed for stability, transparency, and consistent returns—achieved through deliberate asset allocation and prudent portfolio management. We manage income-focused solutions tailored for high-net-worth individuals, trusts, and institutions seeking to make smarter use of discretionary cash. From local, tax-efficient strategies—such as the SCI Alternative Income Fund and the SCI Diversified Income Fund of Funds—to global diversification through the TBI Global Multi-Asset Income Fund and the TBI Global Targeted Yield Fund, now the first foreign CIS to be inward listed as active ETFs on the JSE, we enable investors to invest with clarity and purpose.
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MTM2026

Truffle Asset Management

Truffle Asset Management is an independent active asset manager with a highly experienced team of professional individuals, personally committed to ensuring our clients achieve their long-term financial objectives. Our investment capabilities span equity, flexible, fixed income and multi-asset mandates, and our focused range of unit trust funds targets different investment objectives with exposure to varying levels of risk. Truffle’s investment team follows a fundamental valuation-based philosophy and disciplined investment process. This is coupled with a rigorous risk management approach and a strong focus on downside risk protection. We believe it’s not only about picking winners, but also about avoiding the losers. As an agile investment manager, we complement this investment approach with efficient implementation and competitive fees. Why invest with us? – The individual, long-term experience of our team helps us make well-informed, sound investment decisions. – We have a proven track record of sustainable and persistent superior investment performance. – We are an independent, owner managed asset manager and personally committed to our clients’ success through co-investment. – Our open and dynamic structure allows us to implement decisions efficiently and effectively to take advantage of investment opportunities as they arise.
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CONTACT US

info@fundhub.co.za