Adviser inspired
delivers results.
Who is INN8 Invest?
INN8 Invest is an independent discretionary fund manager for the wealth manager of the future.
Through a strategic partnership, we take on the role of managing your client’s day-to-day investments so that you can focus on increasing the quality of your financial advice and creating better outcomes for your clients. We aim to inspire adviser confidence, grow client portfolios, and facilitate business growth.
40+
employees
15+
professionals
300+
R112bn+
in AUM, including R60bn Retail/DFM mandates
R560bn+
assets under stewardship
WHY INN8 Invest?
We understand that you have a unique way of providing advice to your clients.
When you partner with INN8 Invest, we aim to understand your way of doing your business and integrate your thinking in the way we work with you to support you in delivering the investment returns that your clients expect.
We ensure that our advisers are part of the investment journey.
- By choosing INN8 Invest, you gain access to best-in-class discretionary fund management expertise, that has been successfully managing peer-relative and outcomes based solutions for more than two decades.
- We ensure an independent investment process – in both manager research and portfolio construction.
- We offer you the comfort and security of a large balance sheet, ensuring longevity and business sustainability, while empowering us to remain future focused with our finger on the pulse of ESG and technology innovations.
- We bring you breadth and depth of manager research capability both locally and globally, with the ability to execute using either a multi-asset approach or building block approach – or a blend of both.
- Our size helps us access better fees with underlying managers.
- Advisers need a strategic partner, driven by long-term performance to create the best local and global investment solutions and industry partnerships to help their clients achieve their investment needs.
- We strive to understand your business and your client needs, mapping our business to your way of doing things and creating solutions that that fit your advice process.
Our SOLUTIONS
A complete range of solutions across the risk/return spectrum. Explore our solutions below and click the local and global options to view our latest fact sheets for the model portfolios.
INN8 Invest
Flexible Income
Client Need
Positioned for income generation and liquidity.
Primary Return Objective
Expected to deliver a net real return of 1 to 2% over periods of at least 2 years.
Benchmark: ASISA South African MA Income – Average
INN8 Invest
Stable Growth
Client Need
Positioned for stable growth.
Primary Return Objective
Expected to deliver a net real return of 2 to 3% over periods of at least 3 years.
Benchmark: ASISA South African MA Low Equity – Average
INN8 Invest
Moderate Growth
Client Need
Positioned for medium term moderate growth.
Primary Return Objective
Expected to deliver a net real return of 3 to 4% over periods of at least 4 years.
Benchmark: ASISA South African MA Med Equity – Average
INN8 Invest
High Growth
Client Need
Positioned for long term capital growth.
Primary Return Objective
Expected to deliver a net real return of 4 to 5% over periods of at least 7 years.
Benchmark: ASISA South African MA High Equity – Average
INN8 Invest
Flexible Growth
Client Need
Positioned for long term high capital growth.
Primary Return Objective
Expected to deliver a net real return of 5 to 6% over periods of at least 7 years.
Benchmark: ASISA Worldwide MA Flexible – Average
GLOBAL CAUTIOUS (USD)
Client Need
Positioned for income with the opportunity for long term capital growth.
Primary Return Objective
Expected to deliver a net real return of 1 to 2% over periods of at least 2 years.
Benchmark: Morningstar EAA Fund USD Cautious Allocation – Average
GLOBAL BALANCED (USD)
Client Need
Positioned for a combination of income and capital growth over the long term.
Primary Return Objective
Expected to deliver a net real return of 2 to 3% over periods of at least 3 years.
Benchmark: Morningstar EAA Fund USD Moderate Allocation – Average
GLOBAL EQUITY (USD)
Client Need
Positioned for long term capital growth.
Primary Return Objective
Expected to deliver a net real return of 5 to 6% over periods of at least 6 years.
Benchmark: Morningstar EAA Fund Global Large-Cap Blend Equity – Average
The DFM MULTIPLIER EFFECT
The DFM Multiplier Effect combines the power of partnership with the power of the relationship to add real value to all parties.
When you partner with us, we:
– Deliver investment alpha
– Unlock practice alpha
– Enhance the adviser alpha
This combination creates a powerful trifecta that is more than an alpha: INN8 Invest’s DFM Multiplier Effect is the key that unlocks the potential in your advisory practice.
Partnership + Relationship = Real Value.
Model portfolios
- local portfolios
- global portfolios
Boutiques
We believe asset manager diversification is crucial. Our breadth and depth of manager research allows us to look for the best and most skilled managers which include small- to medium-sized boutiques.
FLEXIBILITY
Asset manager flexibility is crucial to successfully navigate volatile markets. We prefer that our managers are able to express their best views and exploit all available opportunities without the constraints of restrictive mandates.
MORE ACTIVE
While a passive approach in any DFM investment philosophy plays an important role, we believe that good active investment management can outperform good passive investment over time.
GLOBAL GIANTS
These are the large, established, and well-resourced global asset managers that have breadth and depth in their research capabilities. These managers generally follow a team-based portfolio management approach, generating consistent outperformance over time. These businesses also tend to be leaders in their environmental, social and governance (ESG) integration.
GLOBAL GEMS
Our global reach allows us to access specialist, unique and rare mandates from smaller, but highly skillful global managers with multi-decade experience. There is generally a strong alignment of interests between clients and these owner-managed firms.
SA STARS
These are South African managers with either world class investment capabilities or who have partnered with high quality global asset managers.
- local portfolios
- global portfolios
Boutiques
We believe asset manager diversification is crucial. Our breadth and depth of manager research allows us to look for the best and most skilled managers which include small- to medium-sized boutiques.
FLEXIBILITY
Asset manager flexibility is crucial to successfully navigate volatile markets. We prefer that our managers are able to express their best views and exploit all available opportunities without the constraints of restrictive mandates.
MORE ACTIVE
While a passive approach in any DFM investment philosophy plays an important role, we believe that good active investment management can outperform good passive investment over time.
GLOBAL GIANTS
These are the large, established, and well-resourced global asset managers that have breadth and depth in their research capabilities. These managers generally follow a team-based portfolio management approach, generating consistent outperformance over time. These businesses also tend to be leaders in their environmental, social and governance (ESG) integration.
GLOBAL GEMS
Our global reach allows us to access specialist, unique and rare mandates from smaller, but highly skillful global managers with multi-decade experience. There is generally a strong alignment of interests between clients and these owner-managed firms.
SA STARS
These are South African managers with either world class investment capabilities or who have partnered with high quality global asset managers.
DFM ADVISER PORTAL
When you partner with us you get access to INN8 Invest DFM Adviser Portal which is a single-touch, seamless and comprehensive web application to keep you up to date with everything you need to know about your model portfolios and underlying funds, as well as other expert DFM information such as market updates, investment insights and other value-added content.
Are you a wealth manager of the future?
If you have a digital-first mindset and provide holistic and goals-based financial advice, you are a wealth manager of the future. We’d like to partner with you in changing the way investments are done in South Africa and help you increase the quality of your financial advice and creating better outcomes for your clients.
Our Team
We maintain a collaborative culture, so when you work with us, you have access to our collective expertise, which together with our global network of experts, serves as the foundation of the overall business.
- Investment
Team - Distribution
Team - Product & Operations
Teams - Client Experience
Team
Team
De Wet van der Spuy
Executive: INN8 Invest (Chair of Investment Committee)
Leigh Kohler
Head: DFM
Joao Frasco
Chief Investment Officer
Jennifer Henry
Deputy Chief Investment Officer
Malcolm Holmes
Joint Head of Portfolio Management (SA)
Richo Venter
Joint Head of Portfolio Management (SA)
Nadeem Hoosen
Portfolio Manager
Sonal Bhagwan
Portfolio Manager
Melvyn Lloyd
Portfolio Manager
Imelda Watkins
Portfolio Manager
Lubabalo Khenyane
Portfolio Manager
Kent Grobbelaar
Head of Portfolio Management (Global)
Carl Stirrup
Portfolio Manager
David Jardine
Portfolio Manager
Cleo Molepo
Manager Research Analyst
Puleng Kgosimore
Manager Research Analyst
Joshua Munnik
Manager Research Analyst
Rembuluwani Ramuluvhana
Manager Research Analyst
Team
Leigh Kohler
Head: DFM
Waseem Abrahams
Head of Distribution: DFM
Bala Nonkonyana
Investment Specialist
Donovan Chetty
Investment Specialist
Teams
Mabalemi Maleka
Chief Financial Officer
Tyron Harrison
Chief Operating Officer
Sanusha Gokaran
Risk and Oversight Manager
Thabo Nkomo
Operations Fund Manager
Thulani Mhlongo
Data Analyst
Sinesipho Maninjwa
Operations Due Diligence Manager
Roshnee Yagambaran
Operations Analyst
Kuhle Sibuta
Operations Analyst
Renee Beck
DFM Operations Specialist
Team
Leigh Kohler
Head: DFM
Lucky Mokoena
Head: DFM Client Experience
Albert Louw
Head: Content & Practice Management
Lesego Choane
Client Experience Consultant
INN8 Insights
Browse our market, economic and investment insights. You will also find our latest resources for download and upcoming webinars.
