27four is an independent financial services group focused on the provision of products and services to retirement funds, corporates, individuals and licensed entities within the financial sector. We design leading-edge solutions through leveraging the experience, strength and diversity of our team. This coupled with our distinctive investment approach that makes the best use of financial engineering ensures that we can unlock value by implementing new approaches and ideas to fulfil the unique demands of our clients. We are responsible corporate citizens and believe in shared value with an uncompromising commitment towards protecting the health of society and the environment through our responsible investment practices and maintaining a high standard of ethical leadership.

Most importantly, our clients always come first.

Allan Gray is Africa’s largest privately owned investment management company. The firm has focused on generating long-term wealth for clients since 1974. Allan Gray offers a range of products, such as: unit trusts, retirement products (i.e. retirement annuity and preservation funds), living annuities, endowments and group retirement savings solutions for staff.
Allan Gray has over 1 000 employees spread across its Cape Town, Johannesburg, Pretoria and Durban offices. The company also has offices in Windhoek, Namibia and Gaborone, Botswana.
Allan Gray Proprietary Limited is an authorised financial services provider.

At Alexforbes we pioneer insights to provide you with advice that connects your decisions of today to your impact tomorrow with investment, retirement, healthcare and administration solutions.

Alexforbes is listed on the Johannesburg Stock Exchange (JSE). Its clients span both the private and public sector:
- Corporate clients: employers, retirement, health, investment and other special purpose funds.
- Individual customers: members and beneficiaries of these funds, as well as the wider individual market.
Our geographic focus is South Africa (where we have been operating since 1935), sub-Saharan Africa and the Channel Islands.

Founded in 1908, Baillie Gifford is a global investment management firm that is based out of Edinburgh, Scotland. Wholly owned by 52 partners we serve a global client based across a range of investment mandates.

We take an active approach to investment management, building high conviction portfolios from the bottom up using fundamental and proprietary research. Uniquely, we have no profit or growth targets and prefer to see ourselves as stewards of our client’s capital. This is reflected in the type of client partnerships we seek with our longest standing client being over 100 years old.

As at 31/12/2021 we have assets under management of c$455bn and mange just under $1.8bn on behalf of a diverse range of South African clients.

Benguela Global is an independent, owner-managed global investment management firm,
focused on helping our clients achieve their long-term financial goals whilst providing a
fulfilling environment for our employees. Our vision is to be the most dependable and
transformed investment management firm with global capabilities. Our mission is to deliver
superior risk-adjusted returns to our clients in a responsible manner. We earn our clients’
trust through a disciplined and dependable investment process and consistent, quality
service

Futuregrowth is a fixed interest investment company that manages around R193 billion (US$12 billion). We manage a full range of fixed interest and developmental impact funds on behalf of our clients. We are committed to managing and investing our clients’ funds in a responsible manner to advance social, environmental and governance change.

LCP delivers independent and unbiased consultancy services. We help Sovereign Investors implement effective investment strategies focused on achieving their objectives while carefully managing risk.

Established in 1947, LCP is one of the largest independent, consulting partnerships in the world. Our specialist consultants provide clear, concise advice focused on your needs. WE have developed proprietary innovative technology to deliver real-time insight and control, to enhance decision-making.

Our investment practice is complimented by significant business engagement across pensions, insurance, energy, and business analytics. Our 170+ person strong investment team advises some of the largest and high-profile investors around the globe such as sovereign wealth funds, central banks, endowments and public and private pension funds. We also work with large institutions in Africa to advise them on their investments, some of which are used to fund developmental projects and infrastructure in Africa

As an independent consultancy, we are not associated with any asset manager, nor do we promote investment products, ensuring that our advice is free from any conflict of interest.

M&G Investments (previously Prudential Investment Managers) is one of South Africa’s top 10 asset managers. Established in 1994, we are part of the global M&G plc group, one of Europe’s largest active asset managers. We pride ourselves on our long-term top-performing range of investment solutions, from higher-risk equity portfolios to offshore unit trusts managed by M&G Investments overseas.

​

We are proud to have achieved a certified Level 1 B-BBEE rating; 63% of our SA-resident shareholder base is black-owned and transformation remains a priority across our business. We take our responsibility as custodians of our clients’ hard-earned savings very seriously, and embed environmental, social and governance (ESG) factors in our fundamental investment process. For more information, visit www.mandg.co.za.

Mazi Asset Management (“Mazi”) is a South African-based investment management business founded in 2006 by Malungelo Zilimbola.
Our business mission is to be a leading global asset management business with African heritage.
Our investment team is deliberately diverse in terms of educational, career, and demographical backgrounds. We believe that diverse perspectives are crucial in investment management. Our strength lies in our differences, not in our similarities.
Our Investment Approach
Mazi employs disciplined fundamental valuation-based processes to select investment opportunities. As signatories to the United Nations Principles of Responsible Investing (UNPRI), sustainability and ESG are at the center of our investment process.
Solutions
Fixed Interest
Multi-Asset
Equities
Africa Equities
Global Equities
Hedge Funds
Alternatives

We are in the business of trusted partnerships with retirement funds, asset consultants and advisers in South Africa’s, and we are proud of these strong personal relationships.


Our investment approach means constructing a portfolio that is capable of meeting an investor’s needs. Our outcome-based investing philosophy places the investor's needs at the centre of the investment process, allowing us to align your investment with your financial goals. Our investment solutions include multi- and single-asset-class solutions, as well as specialist portfolios, offering you a broad range of investment strategies with access to various asset classes.


Momentum Investments was created in December 2010 as a result of Momentum Metropolitan Holdings Limited’s client-centricity strategy, through the consolidation of various investment capabilities. The underlying investment businesses of Momentum Investments include Momentum Asset Management, Momentum Outcome-based Solutions, Momentum Investment Consulting, Momentum Alternative Investments, ERIS Property Group, Momentum SP Reid (now known as Momentum Securities) and Momentum Global Investment Management.


The support and resources of a large group gives you peace of mind. Momentum Metropolitan Holdings is our shareholder, affording us the stability and strength of a listed company. The security of the Momentum Metropolitan Life Limited balance sheet offers protection that few others can.


We understand that your investment isn’t just another investment. It’s unique to you. Through meaningful partnerships, we believe in delivering personal investment goals together. With us, investing is personal.

Ninety One is an independent, active global investment manager dedicated to delivering compelling outcomes for its clients, managing approximately R2.7 trillion in assets (as at 31.12.22).


Established in South Africa in 1991, as Investec Asset Management, the firm started offering domestic investments in an emerging market. In 2020, almost three decades of organic growth later, the firm demerged from Investec Group and became Ninety One. Today the firm offers distinctive active strategies across equities, fixed income, multi-asset and alternatives to institutions, advisors and individual investors around the world.

Old Mutual Alternative Investments (OMAI) is one of Africa’s leading private alternative investment managers. We have over *ZAR 76 B (USD 4.8 B) in assets under management in Infrastructure, Private Equity, Impact Investing and Hybrid Equity.



Established in South Africa in 2000, OMAI is one of the first alternative investment managers, inheriting a rich history in the investing space as a member of the Old Mutual Group, with more than 175 years of investing experiences in Africa. We aim to deliver consistent, competitive returns to investors, and create a positive, long-term impact in the communities and environment we live and invest in.



Our investments build the houses, schools and thriving businesses that Africa needs, as well as provide essential infrastructure such as sustainable power generation, roads, railways, airports and telecommunications.

*Attributed to Old Mutual Alternative Investments as of 31 December 2021

Old Mutual Corporate is a dominant player in the traditional employee benefits industry with an asset based revenue and profit model. We offer a range of world class solutions to employees of our clients, who range from small businesses to large corporates in both the private and public sector. These solutions include retirement investment portfolios, risk cover solutions, professional consulting services as well as member education, support and financial advice.

Old Mutual Investment Group is a leading African investment manager with a long history of helping people and institutions achieve their investment goals. We offer a comprehensive range of local and international investments. Our focus is on delivering sustainable long term returns for our clients, while being responsible stewards of the assets we manage. We believe that to deliver investment excellence, we need to incorporate independent thinking into managing our client portfolios. We achieve this through our teams’ autonomous investment processes, with each one focused on a specialist area of expertise. These teams integrate sustainability considerations across all their investment and ownership decision making processes, as investing for a future that matters permeates everything we do.

Robeco is an international asset manager offering an extensive range of active investments, from equities to bonds. Research lies at the heart of everything we do, with a ‘pioneering but cautious’ approach that has been in our DNA since our foundation in Rotterdam, the Netehrlands, in 1929. We are a global leader in sustainable investing since 1995, its integration of sustainable as well as fundamental and quantitative research enables the company to offer institutional and private investors an extensive selection of active investment strategies, for a broad range of asset classes. As at end of September 2022, Robeco had EUR 173 billion in assets under management, of which EUR 164 billion is committed to ESG integration and 69,3 billion is managed based on Quant models. More information, visit our website at robeco.com

With over *R540 billion in assets under management across both our retail and institutional businesses, Sanlam Investments is one of South Africa’s largest asset management companies. We leverage areas of competitive advantage to develop and grow high-quality investment solutions that are differentiated but relevant within a changing asset management landscape. In doing so, we remain responsive to our clients’ changing needs.

As the South African asset management arm of the Sanlam Group, we leverage the depth and breadth of our expertise across active management, index tracking, alternative investments, responsible investing, multi-management and international investments to create more optimal portfolios for our clients. At the heart of our purpose is our journey towards long-term sustainability for South African investors and future generation, our economy, our planet and our business.

*Assets under management as at January 2021.

We are a London-based asset management group, managing assets on behalf of our clients – charities, institutions, intermediaries, pension funds and private clients, based both in the UK and around the world. Our company is known as a market leader in thematic investment, and as a specialist in long-term income and dividend management across multiasset and equity mandates. We are able to offer our clients both active management and systematic approaches to investment. Our diverse, experienced investment team stretches from global analysts to economists and risk experts, all sharing knowledge and ideas on a daily basis. This team-based approach, combined with our responsible principles, ensures dynamic investments with high conviction at their core

At Schroders, asset management is our business and our goals are completely aligned with those of our clients - the creation of long-term value.

We have responsibility for £773.4 billion¹ (€898.4 billion/US$939.2 billion) on behalf of institutional and retail investors, financial institutions and high net worth clients from around the world, invested in a broad range of asset classes across equities, fixed income, multi-asset and alternatives.



Schroders has developed under stable ownership for over 200 years and long-term thinking governs our approach to investing, building client relationships and growing our business.

Schroders in South Africa

Schroders is highly committed to the South African market and currently offers a number of FSCA approved funds and a listed property company to South African investors. The South African branch of Schroder Investment Management Limited is based in Cape Town, with a secondary local office in Johannesburg.

Source: ¹Schroders, all data as at 30 June 2022.

STANLIB is a specialist investment manager, administering over R600 billion in assets under management

STANLIB, a subsidiary of the Standard Bank Group Limited, is South Africa’s second largest investment manager by assets under management. It is the largest investment manager of South African assets and a BEE Level 1 contributor.

With a proven track record, STANLIB is a trusted partner for investors seeking to grow their portfolios through a range of comprehensive pooled and segregated investment solutions. These solutions comprise a range of investment strategies across asset classes, including equities, fixed income, and alternatives; spanning active and passive management, single and multi-manager offerings.

The experienced teams of investment professionals at STANLIB apply rigorous and research-driven processes to identify opportunities and manage risk. These investment teams are constituted with specialists with diverse experience, cultural and educational backgrounds, and developed to deliver outstanding outcomes through the skill, passion and dedication of each individual. This unique blend of skills, areas of specialisation and perspectives, combined with their focus on in-depth research and risk mitigation strategies, facilitated by advanced systems, databases and technology, enable them to make better-informed decisions and achieve consistent outcomes.

STANLIB remains committed to delivering superior investment outcomes while maintaining the highest standards of integrity and professionalism. Their disciplined approach, breadth of expertise, and commitment to ESG principles make STANLIB an ideal partner for investors seeking to achieve their investment objectives.

Absa Trust Limited, a wholly owned subsidiary of Absa Group Limited, is the largest trust company in South Africa, with over 100 years of trust administration experience.

We boast R16 billion in assets under administration and 30,000 trust and beneficiary fund accounts.

Absa Trust facilitates wealth preservation through estate planning, wills drafting and safe custody, estate administration, trust administration and beneficiary fund administration, licensed through Section 13B of the Pension Funds Act.

We serve a range of clients, including individuals, families, retail customers, high-net worth clients, institutions, businesses, corporations, and employees.

Ashburton Investments is a full-service, standalone asset management business offering solutions to corporates, financial advisers and institutions. FirstRand Limited acquired Ashburton Investments in 2013 from an international partner. With 10 years of local and 40 years of offshore experience, Ashburton is known for its solid fixed income track record and is a notable performer on multi-asset, equities and global capabilities.
The company has a strong team of investment professionals, whose collective mission it is to meet its clients' unique needs with integrity. Ashburton also has one of the most diverse asset management teams in the country, with a significant number of women in their investment teams and most of its executives are black.
For more information visit www.ashburtoninvestments.com

The Government Employees' Pension Fund is Africa’s largest pension fund, with 1 267 307 active members and 524 030 pensioners and beneficiaries as of 31 March 2023. We have more than R2.32 trillion in assets under management and are the single largest investor in Johannesburg Stock Exchange-listed (JSE) companies. We have significant holdings in government bonds and invest in unlisted equity and property.
Our core business, governed by the Government Employees' Pension Law (1996), is to manage and administer pensions and other benefits for government employees in South Africa. We work to give members and pensioners peace of mind about their financial security after retirement and during situations of need by ensuring that all funds in our safekeeping are responsibly invested and accounted for and that benefits are paid out efficiently, accurately and on time.
Currently the GEPF has more than 320 participating employers, including all national and provincial government departments and the South African National Defense Force and Intelligence Community. The GEPF has a footprint in all 9 provinces within South Africa, and is committed to the effective and efficient provision of benefits to members, pensioners and beneficiaries.

Mahlako Financial Services (Pty) Ltd (“the Fund Manager”) is an African women owned,
alternative investment management firm focused on socio-economic developmental assets,
which delivers sustainable impact and a superior risk adjusted return profile over the long
term.
Mahlako A Phahla Financial Services is raising capital for its maiden fund the Mahlako
Energy Fund (the “Fund”) with a target size of ZAR2.5 billion at final closing. The Fund is a
discretionary managed fund investing in projects and businesses in the energy value chain
focussing on renewable energy, gas, and energy services.
The Manager aims to generate above inflation growth on investments. The Fund will aim to
facilitate a more liberalised and socially representative energy sector by providing structured
equity financing solutions to energy projects and companies.
The Manager’s investment process places great importance on the selection of investments,
including their returns profile; developmental impact and other Environmental, Social, and
Governance (“ESG”) considerations. The Manager will conduct intensive due diligence
investigations of potential investments and select only those opportunities that meet the
Fund’s stringent criteria.
The Fund’s core strategy is to work with experienced energy asset managers and
developers – whether in solar, wind, hydro, energy efficiency or others – throughout the life
of each investment

Matrix Fund Managers is an owner-managed, diversified asset manager. The company was founded in 2006. We take an agile approach to active investing that benefits from our independent thinking and unconstrained style. Our core purpose is to deliver consistent return and high-quality service for our institutional and retail clients. Managing both traditional and alternative investment funds our capabilities and expertise span across asset classes that include fixed income, equity, and global multi-asset portfolios in South Africa.
We are a Level 1 B-BBEE Contributor in terms of the Financial Sector Charter. We are committed to making a positive impact through ongoing transformation in our management, employment, procurement, and socio-economic development practices.

About SEI.
A leading provider of global asset management solutions

With over 50 years in business, SEI® (NASDAQ:SEIC) remains a leading global provider of investment processing, investment management, and investment operations solutions that help corporations, financial institutions, financial advisors, and ultra-high- net-worth families create and manage wealth. We are proud to have been providing comprehensive and innovative global investment solutions to South African retirement funds since 1996. As one of the first offshore investment management firms to open an office in South Africa, we have a long history of commitment to the country.


Currently, we serve clients from nine countries across the globe, and manage or administer approximately $1.4 trillion in hedge, private equity, mutual fund, and pooled or separately managed assets, which includes approximately $432 billion in assets under management and approximately $943 billion in client assets under administration.1

SEI Investments (South Africa) (Pty) Ltd has been independently rated by Amax BEE Verifications as a Level 2 Contributor to Broad-Based Black Economic Empowerment (B-BBEE).²

SEI has an extensive ESG integration philosophy and we are signatories to UN PRI (Principles for Responsible Investment).

For more information, visit seic.com/SouthAfrica

1As at 31 December 2023
2As at 27 February 2024

Established in 2020, Maia Capital Partners is a boutique financial services firm that facilitates
high-impact investment opportunities for the investor community. The team has solid
experience in investments, infrastructure development, and a unique entrepreneurial craft.
Our investment focus is to provide capital to assets that actively contribute to improving the
livelihoods of our society, and the environment, while generating competitive financial returns
for our investors. To also provide capital with a focus on enabling businesses whose
fundamentals are solid to scale up impact in labour absorption and other critical economic
drivers to enable inclusive growth

RH Managers is registered with the Financial Services Board (FSB) as a category II fund manager. The fund manager, RHM's purpose from inception is to become a leading Africa-focused private equity fund manager with an eco-system of healthcare and healthcare ancillary services investments. RHM focuses on private equity investments aimed at growing Africa’s healthcare and impact investing sectors. We have invested in more than 35 hospitals amounting to 3100 hospital beds. RH Managers believes in taking a long-term view and invests in businesses at all stages of their development to supporting growth in developing companies to complex transactions involving recapitalization or large-scale buyouts of mature businesses.

YuLife is a tech-driven financial services brand on a mission to inspire life and turn financial products into a force for good. By harnessing the power of technology and the latest behavioural science, YuLife’s insurance model focuses on employee wellbeing and risk prevention, incentivising healthy daily behaviour to drive positive lifestyle outcomes. YuLife has quickly become a highly valued employee benefit, providing the safety net of insurance alongside a highly engaging wellbeing experience that fosters a healthier, happier and more motivated team. Founded in 2016, YuLife is headquartered in London and backed by global insurers and venture capital. https://www.YuLife.com/

Services:

Group Risk Insurance/Employee Benefits Provider:

1. Life Cover
2. Income Protection
3. Lump Sum Disability
4. Critical Illness
5. Funeral Cover
6. Education Benefit