Future focused.
Engaged investing.

An independent discretionary fund manager for the wealth manager of the future.

 

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.

30+

employees

17+

investment
professionals

170+

years collective
investment experience

R95b+

in AUM, including R35b DFM mandates

R350b+

assets under stewardship

4

investment and operational hubs

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.

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.

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Enhanced diversification

In a world where complexity and uncertainty has increased, we believe diversification needs to follow suit.

We have the ability to construct portfolios that suit a multitude of investor needs. Diversification dampens uncertainty. Our DFM solutions achieve diversification on multiple levels; through their allocation across different market sectors and asset classes; geographic diversification through their exposure to both South African and global counters; and diversification across asset managers who follow different investment styles and strategies, and using their different skill sets to employ different investment mandates.

local model portfolios

To achieve what we call ‘enhanced diversification’ in our local model portfolios, we ensure three ingredients:

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 model portfolios

With our global model portfolios, we enhance diversification with:

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.

Our SOLUTIONS

A complete range of solutions across the risk/return spectrum.

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 1 year.

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 2 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 3 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 5 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 5 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 Global Large-Cap Blend Equity – 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

We offer co-branded and customised solutions that not only build future focused investments designed to deliver superior client outcomes, but also incorporate the advisers voice into our portfolio construction process – putting the adviser at the center of our process.

We develop and manage approved fund lists for adviser networks, platforms and other large financial institutions.

We offer multi asset funds, Fund of Funds (FOF), as well as specialised building blocks including enhanced cash, bonds, property, local and global equity.

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.  

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.

De Wet van der Spuy

De Wet van der Spuy

Executive: INN8 Invest (Chair of Investment Committee)

Leigh Kohler

Leigh Kohler

Head: DFM

Joao Frasco

Joao Frasco

Chief Investment Officer

Malcolm Holmes

Head of Portfolio Management (SA)

Richo Venter

Richo Venter

Portfolio Manager

Nadeem Hoosen

Nadeem Hoosen

Portfolio Manager

Sonal Bhagwan

Sonal Bhagwan

Portfolio Manager

Melvin Lloyd

Melvyn Lloyd

Portfolio Manager

Carl Chetty

Carl Chetty

Portfolio Manager

Imelda Watkins

Imelda Watkins

Portfolio Manager

Lubabalo Khenyane

Lubabalo Khenyane

Portfolio Manager

Kent-Grobbelaar

Kent Grobbelaar

Head of Portfolio Management (Global)

Carl-Stirrup

Carl Stirrup

Portfolio Manager

David-Jardine

David Jardine

Portfolio Manager

Jennifer Henry

Jennifer Henry

Head of Strategic Investments and Manager Research

Cleo Molepo

Cleo Molepo

Manager Research Analyst

Puleng Kgosimore

Puleng Kgosimore

Manager Research Analyst

Joshua Munnik

Joshua Munnik

Manager Research Analyst

Leigh Kohler

Leigh Kohler

Head: DFM

Waseem Abrahams

Waseem Abrahams

Head: DFM Business Development

Albert Louw

Albert Louw

Head: Content & Practice Management

Carl Chetty

Carl Chetty

Portfolio Manager

bala_nonkonyana

Bala Nonkonyana

Business Development Manager

Koketso Ramalete

Koketso Ramalete

Business Development Manager

Nomsa Selinda

Nomsa Selinda

Business Development Manager

Tyron Harrisson

Tyron Harrison

Chief Operating Officer

Mabalemi Maleka

Mabalemi Maleka

Head: Product Proposition

Sanusha Gokaran

Sanusha Gokaran

Risk and Oversight Manager

Thabo Nkomo

Thabo Nkomo

Operations Fund Manager

Thulani Mhlongo

Thulani Mhlongo

Data Analyst

Sinesipho Maninwa

Sinesipho Maninjwa

Operations Due Diligence Manager

Roshnee Yagambaran

Roshnee Yagambaran

Operations Analyst

Remember Ntimbani

Remember Ntimbani

Operations Analyst

Kuhle Sibuta

Kuhle Sibuta

Operations Analyst

Renee Beck

DFM Operations Specialist

Our DownloadS

DISCRETIONARY FUND MANAGEMENT SERVICES

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DISCRETIONARY FUND MANAGEMENT SERVICES

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INN8 Connect

Browse our market, economic and investment insights. You will also find our latest resources for download and upcoming webinars.

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.