
Sanlam partnership helps Ninety One grow to record AUM
The completed transaction added scale, while a recovery in client demand pushed the asset manager back into net positive flows after last year’s outflows.

The completed transaction added scale, while a recovery in client demand pushed the asset manager back into net positive flows after last year’s outflows.

South African investors committed R51 billion to collective investment schemes in the first quarter of 2026 despite heightened market volatility.

The company said its closing assets dipped by 2% at the end of March even as average AUM rose by 15% over the half-year.

The group says the industry is moving towards customised solutions, prompting it to hand active management to Ninety One and focus on alternatives, distribution, and emerging markets.

The tie-up will begin with global equity and emerging market ETFs and is designed to widen access to active strategies across international markets.

Global shocks may be getting harder to forecast, and the real task is constructing portfolios that can withstand a wider range of outcomes.

South Africa leads Bank of America’s EEMEA rankings despite severe market losses, highlighting resilience, strong dividends, and sustained investor interest.

Naleni Govender says retirement funds need a more deliberate approach to private markets, with stronger due diligence, better partnerships, and clearer accountability.

Guidance under development signals stricter application of existing rules to sustainability claims and disclosures.

Discussion paper weighs regulation, codes and hybrid options as data quality and governance risks come into focus.

Results from operations rose 13% to R9.8bn as insurance profitability improved and investments crossed R1 trillion in assets under management.

Multi-asset and interest-bearing portfolios dominated inflows in 2025 as South African investors continued to favour diversification.

Retail investors are increasingly shaping South Africa’s hedge fund industry, driving inflows and pushing retail portfolios into the lead for the first time.

Jennison’s Mark Baribeau outlines a three-phase AI cycle reshaping markets. Dispersion between the winners and losers will widen – and flexibility will be critical.

Sasfin and Sygnia were the runners-up.

Founder Willem Theron will step down as non-executive chairperson.

How to manage money responsibly when 84% of JSE equity performance is concentrated in only a few stocks and investors are tempted by huge rallies and FOMO.