Matrix Fund Managers is an owner-managed, diversified asset manager. We take an agile approach to active investing that benefits from our independent thinking and unconstrained style. Our core purpose is to deliver consistent returns and high quality service for our institutional and retail clients. Founded in 2006, we rebranded as Matrix Fund Managers in 2014, managing both hedge funds and traditional long only portfolios. Our key capabilities span across fixed income, equity and multi-asset portfolios in South Africa.Our absolute return mind-set pursues excellent performance within appropriate risk limits.
Well established SA Hedge Fund presence with R 5 billion (Jan 2023) assets under management.
Fast growing long-only offering with R 20 billion (Jan 2023) of SA Multi- Asset, Fixed Income and Equity assets under management.
Appointed by Amplify Investment Partners as the exclusive manager of two multi-asset unit trust portfolios.
Strong team with over 300 years of combined market experience.
Regulated by the South African Financial Sector Conduct Authority as an authorised Financial Services Provider with a Category I, II and IIA license (FSP 44663).
Matrix Fund Managers are a Level 1 B-BBEE Contributor in terms of the Financial Sector Charter, committed to making a positive impact through ongoing transformation in our management, employment, procurement, and socio-economic development practices.
Awards
Fund Category
Regions and markets
FUNDS
Matrix SCI Stable Income Fund
Interest Bearing Short Term
South Africa
Fact Sheet
Matrix SCI SA Equity Fund
Equity General
South Africa
Fact Sheet
Matrix SCI Bond Fund
Interest Bearing Variable Term
South Africa
Fact Sheet
Matrix SCI Balanced Fund
Multi-Asset High Equity
South Africa
Fact Sheet
Matrix NCIS Fixed Income Retail Hedge Fund
Hedge Fund
South Africa
Fact Sheet
Amplify SCI Defensive Balanced Fund
Multi-Asset Low Equity
South Africa
Fact Sheet
Amplify SCI Absolute Fund
Multi-Asset Medium Equity
South Africa
Fact Sheet
VIDEOS
Meet the Managers 2023 | Leon Michalides
MEDIA
Matrix monthly news and insights from around the world – CLICK HERE.
Reserve Bank cranks up repo rate by 75 basis points
Investing in an inflationary world
This novel SA equity fund’s multiple methods of picking stocks