ALEXFORBES INVESTMENTS

Financial expertise and innovative solutions
Alexforbes is a market-leading provider of integrated retirement and investment solutions as well as holistic wealth management. For 84 years, the Alexforbes brand has been synonymous with financial expertise and innovative solutions.

Alexforbes Investments Limited (Alexforbes Investments) was first established in 1997 and has grown in strength, to become one of South Africa’s largest investment solutions providers. Our success has been earned by building investment solutions across different and vast institutional and retail savings and investment pools. Our products and services are underpinned by our multi-management investment proposition.

Using different managers, at different times
Meeting investment objectives in future requires greater opportunism, given challenging global growth outlooks and elevated levels of volatility. Diversification is becoming increasingly important. The benefit of our multi-managed approach is that we have the tools to reduce the impact of this environment by deploying highly rated strategies of different managers, at different times, to implement our views and manage risk.

Hedge funds protect during market weaknesses
Hedge funds play a role in our portfolio solutions, providing additional sources of return and protection during market weaknesses.

OUR HEDGE FUND SOLUTIONS
Alexforbes Investments offers a range of linked long-term insurance policies with underlying collective investment schemes in hedge funds. Our suite of carefully managed and governed hedge fund of fund (HFoF) portfolios comprises:

AF Invest Stable QI HFoF
Low risk: HFoF focused on achieving absolute returns over rolling 12-month periods.
Aimed at: Investors with a low tolerance for capital loss over one to three years.

AF Invest Moderate QI HFoF
Low to medium risk: Multi-asset class HFoF structured for superior long-term investment performance, relative to its benchmark, and downside loss protection.
Aimed at: Investors pursuing absolute performance returns over the short to medium term (one to three years) and seeking diversification benefits for their overall investment profiles.

AF Invest Performance QI HFoF
Medium risk: Multi-strategy HFoF structured for superior long-term investment performance, relative to its benchmark, and downside loss protection.
Aimed at: Investors pursuing absolute performance returns over three to five years and seeking diversification benefits for their overall investment profiles.

AF Invest Focus QI HFoF
High risk: HFoF for superior long-term investment performance, relative to its benchmark.
Aimed at: Investors pursuing enhanced investment returns over three to five years and diversification for their investment profiles.

OUR HEDGE FUND CAPABILITY
Alexforbes Investments, collectively through different entities, has 25 years of experience in managing alternative investments: