Matrix Fund Managers offers a range of traditional and hedge funds across equity, fixed income and multi-asset portfolios. Our hedge funds started in 2006 and we launched our traditional funds in 2014.

All of our funds are offered as Collective Investment Scheme (CIS) portfolios through various Linked Investment Service Providers (LISPs) or directly through the relevant CIS Management Company (Manco). We manage segregated portfolios for clients, where appropriate.

Traditional Funds

Multi Asset Fund Classification Investment Objective Launch Date
Sanlam Select Defensive Balanced Fund Multi Asset Low Equity CPI + 3% 1 June 2014 Read more
Sanlam Select Absolute Fund Multi Asset Medium Equity CPI + 4% 1 Nov 2017 Read more
Matrix Novare Balanced Fund Multi Asset High Equity CPI + 5% 1 Mar 2018 Read more
Matrix Novare Stable Income Fund Multi Asset Income 110% of STeFI Call Index 1 Dec 2018 Read more
Single Asset Class Fund Classification Benchmark Launch Date
Sanlam Select Bond Plus Fund Bond Fund ALBI 1 June 2014 Read more
Matrix Novare Equity Fund General Equity Swix Total Return 1 Jan 2016 Read more
Matrix Novare Money Market Fund Money Market Fund STeFI Composite Index 1 Aug 2016 Read more

Hedge Funds

Hedge Funds Fund Classification Investment Objective Launch Date
Matrix NCIS Multi Strategy Retail Hedge Fund Multi Strategy Hedge Fund Cash + 8% 1 Oct 2006 Read more
Matrix NCIS Fixed Income Retail Hedge Fund Fixed Income Hedge Fund Cash + 8% 1 Oct 2008 Read more