Investments
You’re in the right place for your institution’s investment destination.
Every investment is personal, filled with purpose and expectation
Tremendous time, effort and sacrifice go into every rand that builds towards your organisation’s investment destination, which means that choosing the right investment partner matters just as much.
The right partner who knows how to find, access and select only the best investment minds, locally ad globally. A place where you have no doubt that you’re in safe hands, and where any investment solution is possible.
With Alexforbes, no matter your investment destination, you’re in the right place.
Alexander Forbes Namibia Investments Limited is a long-term insurer. ©Alexander Forbes Namibia Investments Limited. All rights reserved. Namfisa registration number 01/LT/10
Why multi-management?
Multi-management is an investment philosophy that aims to optimally blend the best skills and styles of more than one asset manager into a single portfolio solution. As a multi-manager we do not manage assets, but rather the asset managers responsible for buying and selling securities.
- The proliferation of funds available makes a case for selecting skilled and professional asset managers
- The philosophy adds value through manager selection and portfolio construction
- Expertise is essential across multiple disciplines and all asset classes
- Diversification is managed through exposure to different asset managers across different asset classes and styles of money management
- Multi-managed portfolio solutions are risk profiled and embedded with ongoing advice
- Investment administration and legislative requirements are managed daily
Our multi-management approach
Navigating today’s complex investment landscape to reach your investment destination is more challenging than ever. Investment strategies require higher levels of diversification, better investment line-ups at lower costs and overall, more operational management and governance oversight. Now more than ever, you’re in the right place with Alexforbes. Our multi-managed portfolio solutions are designed to make your savings and investments work harder, delivering greater value to meet your financial goals.
Benefits
- Our multi-managed portfolio solutions can make investing for your goals simpler, smoother and safer.
- We provide the scale, teams and processes needed to help you reduce costs, improve the diversity and quality of your investment line-ups, and smooth out your return streams.
- Benefit from improved governance and operational efficiencies, allowing you to focus on overall strategy and the challenges your business may face.
Portfolios and fund fact sheets
Multi-asset class portfolio range
These portfolios have an allocation to more than one asset class (equities, listed property, bonds, cash) based on their risk-return outlook.
The asset managers aim to add value through active:
- asset allocation by overweighting and underweighting the asset classes
- security selection within each asset class
Portfolios are differentiated by their varying allocation to risk assets and by the managers’ diverse investment styles.
Specialist portfolio range
These portfolios have an allocation to more than one asset class (equities, listed property, bonds, cash) based on their risk-return outlook
This range consists of the five risk-profiled portfolios defined by their central weighting from high equity to low equity.
Portfolios
Fixed-income portfolio range
These portfolios have an allocation to more than one asset class (equities, listed property, bonds, cash) based on their risk-return outlook
This range offers investors a number of options to gain exposure to the South African fixed-income markets. The portfolios can range from shorter-dated money market portfolios to longer-dated bond portfolios.
Real-return portfolio range
These portfolios have an allocation to more than one asset class (equities, listed property, bonds, cash) based on their risk-return outlook
This range is aimed at investors targeting returns above inflation. The investment managers are mandated to consistently outperform inflation over rolling periods. The market-linked portfolios employ many techniques, including active asset allocation and protection strategies through derivatives, to achieve return targets above inflation. The guaranteed portfolios use risk capital, actuarial smoothing and bonus policies to protect capital.