ALEXFORBES INVESTMENTS

90 years of impact
Alexforbes is a market-leading provider of integrated retirement and investment solutions as well as holistic wealth management. For 90 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 the right investment solutions to meet diverse institutional and retail needs.

The investment destination of choice
We believe where you invest matters. With over R16 billion in hedge fund assets under management and more than 25 years of alternative investment expertise, we have built an investment destination for investors seeking access to expertly curated hedge fund solutions. Our hedge fund of fund (HFoF) portfolios are designed to deliver absolute returns, diversification, and protection against market downturns. No matter who you are or where you are starting from, you can be confident that you are in the right place with Alexforbes. Because when every rand invested carries meaning, it matters where you invest.

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 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.

The Alexforbes edge

• R599bn in assets under management (as at 31 March 2025)
• Over R16 billion in hedge fund assets under management (as at July 2025)
• Supported by an experienced and dedicated research team
• Top rated asset manager strategies