What is a
Discretionary Fund
Manager
A Discretionary Fund Manager (DFM) is a professional investment partner that manages portfolios under a Category II
license. This mandate allows us to implement investment decisions, such as fund switches or rebalancing, across all client
portfolios simultaneously. By delegating the “heavy lifting” of investment management, you move from being a fund
selector to a wealth strategist.
Why us
The Edify Distinction
Alternative DNA
Our expertise is rooted in hedge fund management and alternative strategies.
Asymmetric Returns
We aim to capture market upside while strictly protecting against drawdowns. A relentless focus on risk management.
Boutique Focus
We actively seek out nimble, boutique fund managers to find alpha that larger institutions often miss.
Global Reach
We offer sophisticated offshore solutions built on decades of international experience.
Our funds
Investment Solutions
Independent investment solutions designed to help financial advisers build diversified, risk-managed portfolios with
confidence. Explore our range of local and global model portfolios, together with alternative investments tailored to a
variety of client objectives.
Local Model Portfolio
A range of professionally managed portfolios constructed to align with different investment goals, risk profiles, and market environments.
View FundsGlobal Model Portfolios
A range of professionally managed USD portfolios constructed to align with different investment goals, risk profiles, and market environments.
View FundsLocal Alternative Investments
Alternative investment solutions designed to enhance diversification, manage downside risk, and deliver differentiated sources of return.
View FundsFeatured Fund
Edify Strategic Income
The Edify Strategic Income has a Cautious risk profile that aims to provide investors with a stable income and a high level of capital
stability. The primary investment objective is capital preservation. The probability of capital loss over the medium to long-term is low.
The fund will consist of a combination of income and growth assets.
Primary Benchmark
(ASISA) South African MA Income
Return Horizon
At Least 1 Year
Risk Rating
Cautious
Regulation 28 Compliant
No
Underlying TER (ex VAT)
1.12%
Maximum Equity
10%
August 2026
Edify Latest Reports
United States
Fed Signals Possible Rate Hike Ahead
The Fed signalled that further rate hikes may be needed to bring inflation back to target, raising expectations of a September increase. Renewed conflict in the Middle East added uncertainty and weighed on investor sentiment.
South Africa
Resources Drive Rally in SA Equities
South African equities rallied in August as rising gold prices boosted the resources sector. Inflation eased for the first time in five months, supporting the case for unchanged interest rates, while Middle East tensions posed risks to oil prices.
Asia
China’s Property Woes Deepen as Japan Faces Inflation
China’s property sector faced fresh pressure from new mortgage rules, while retail sales and investment remained weak. In Japan, inflation stayed above target, sharply increasing expectations of a September interest rate hike.
Europe
European Markets Diverge as Rate Hike Expectations Rise
Germany outperformed in August as economic data exceeded expectations, while France lagged amid fiscal and political concerns. Energy-driven inflation increased expectations of a September ECB rate hike.
Recognition
Edify Awards
The awards promote greater understanding of hedge funds among advisers and investors while recognising excellence in the retail hedge fund sector. They help investors assess funds more effectively and build credibility for hedge fund managers within the broader retail market.
2025 Winners
Best Fixed Income Retail Hedge Fund
Matrix SCI Fixed Income RHF
Best Equity Retail Hedge Fund: Defensive
Peregrine Capital Pure Hedge RHF
Best Equity Retail Hedge Fund: Growth
Visio Retail FR RIHF
Best Multi-Strategy Retail Hedge Fund
Peregrine Capital High Growth RHF
Campaigns
Edify Engage Series
Edify Engage is a monthly series featuring leading South African fund managers who share insights on market developments,
fostering collaboration and knowledge sharing between fund managers and financial advisers.
Our Investment Philosophy
Art of Blending
The Art of Blending explores how thoughtfully combining distinct elements creates balance, resilience, and long-term
success. It reflects our investment philosophy of blending diverse assets into cohesive portfolios that balance risk, opportunity,
and growth.
