Company lists · Data refreshed September 2026

Top 25 Mutual fund companies based in South Africa

Name: Mutual fund companies based in South Africa
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 70 companies tracked

RevenueBase identified 70 mutual fund companies headquartered in South Africa as of September 2026 and tracks 784 professional contacts across them, including 348 with verified work emails. Johannesburg is the largest hub.

This list covers mutual fund companies headquartered in South Africa, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review

70Companies

784Contacts tracked

348Verified emails

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The 25 largest mutual fund companies based in South Africa

Ranked by team size

Top 25 of 70 mutual fund companies based in South Africa, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to mutual fund companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	M&g Investments Southern Africa	Indirect evidence	Cape Town, South AfricaHQ checked Sep 20, 2026	51-200	170 contacts →
	Indirect evidence “We help our clients protect and grow their savings, ensuring they can retire comfortably with dignity.” Source: RevenueBase Database · checked Sep 20, 2026
2	PSG Asset Management	Partial evidence	Cape Town, South AfricaHQ checked Sep 20, 2026	51-200	105 contacts →
	Partial evidence “PSG Asset Management is an established, recognised and respected investment management company with a simple, but comprehensive, range of local unit trusts and international funds.” Source: RevenueBase Database · checked Sep 20, 2026
3	Foord Asset Management	Indirect evidence	Cape Town, South AfricaHQ checked Sep 20, 2026	51-200	59 contacts →
	Indirect evidence “Foord Asset Management has been consistently growing retirement savings since 1981.” Source: RevenueBase Database · checked Sep 20, 2026
4	Melville Douglas	Indirect evidence	Randburg, South AfricaHQ checked Sep 20, 2026	51-200	52 contacts →
	Indirect evidence “Since 1987, Melville Douglas has been delivering superior investment returns across a number of asset classes.” Source: RevenueBase Database · checked Sep 20, 2026
5	Mentenova	Indirect evidence	Rosebank, South AfricaHQ checked Sep 20, 2026	11-50	29 contacts →
	Indirect evidence “We are a long-standing; award-winning financial services group and we are synonymous with: • Innovation • Independence • Excellence • Integrity • Long-term partnerships.” Source: RevenueBase Database · checked Sep 20, 2026
6	Concept Wealth Authorized By Sanlam	Indirect evidence	George, South AfricaHQ checked Sep 20, 2026	1-10	27 contacts →
	Indirect evidence “Professional Financial Planning and Portfolio Management” Source: RevenueBase Database · checked Sep 20, 2026
7	Overberg Asset Management PTY LTD	Indirect evidence	Greyton, South AfricaHQ checked Sep 20, 2026	11-50	23 contacts →
	Indirect evidence “Overberg Asset Management specialises in the management of private share portfolios, tailored to the investment objectives of each client.” Source: RevenueBase Database · checked Sep 20, 2026
8	80eight	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 20, 2026	11-50	15 contacts →
	Indirect evidence “With access to the latest tech tools, we use our expertise in financial markets to realise your goals – whether you are based in South Africa, or abroad.” Source: RevenueBase Database · checked Sep 20, 2026
9	Umthombo Wealth PTY LTD	Indirect evidence	Johannebsurg, South AfricaHQ checked Sep 20, 2026	11-50	15 contacts →
	Indirect evidence “Umthombo Wealth is an independent, owner managed company that provides investment management services.” Source: RevenueBase Database · checked Sep 20, 2026
10	Clucasgray PTY LTD	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 20, 2026	11-50	13 contacts →
	Indirect evidence “INTRODUCTION ClucasGray is a privately-owned, investment management boutique.” Source: RevenueBase Database · checked Sep 20, 2026
11	Hollard Investments	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 20, 2026	1,001-5,000	12 contacts →
	Indirect evidence “Hollard Investments is a proudly South African, privately owned investment management business.” Source: RevenueBase Database · checked Sep 20, 2026
12	Vickers & Peters Financial Planning	Indirect evidence	Rivonia, South AfricaHQ checked Sep 20, 2026	11-50	11 contacts →
	Indirect evidence “We take financial planning personally.” Source: RevenueBase Database · checked Sep 20, 2026
13	KM Wealth Management PTY LTD	Indirect evidence	Bryanston, South AfricaHQ checked Sep 20, 2026	1-10	10 contacts →
	Indirect evidence “Established in 2017, KM Wealth Partners emerges as a fully independent Financial Services firm, leveraging extensive international and local experience within the financial sector.” Source: RevenueBase Database · checked Sep 20, 2026
14	Balondolozi Investment Services	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 20, 2026	51-200	10 contacts →
	Indirect evidence “With years of experience in the financial industry, our team is well-equipped to provide customized investment solutions that are tailored to the unique needs of each individual…” Source: RevenueBase Database · checked Sep 20, 2026
15	Salvo Capital PTY LTD	Indirect evidence	Bloemfontein, South AfricaHQ checked Sep 20, 2026	11-50	9 contacts →
	Indirect evidence “Salvo Capital (Pty) Ltd is a registered boutique financial service provider and Investment manager in Bloemfontein.” Source: RevenueBase Database · checked Sep 20, 2026
16	SA Asset Management	Indirect evidence	Pretoria, South AfricaHQ checked Sep 20, 2026	11-50	9 contacts →
	Indirect evidence “SA Asset Management was established in 1995 as Equity managers on the Johannesburg Stock Exchange.” Source: RevenueBase Database · checked Sep 20, 2026
17	LWC Financial Solutions	Indirect evidence	Cape Town, South AfricaHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “We are an approved franchise of Fairbairn Consult."At LWC Financial Solutions, we are your trusted partner on the path to financial success.” Source: RevenueBase Database · checked Sep 20, 2026
18	Foster Wealth	Indirect evidence	Cape Town, South AfricaHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “At Foster Wealth, we believe investing is as much about people as it is about performance.” Source: RevenueBase Database · checked Sep 20, 2026
19	Taylor Made Financial Services CC	Indirect evidence	Cape Town, South AfricaHQ checked Sep 20, 2026	11-50	4 contacts →
	Indirect evidence “With over 16 years of experience in investment management, Taylor Made Financial Services, know how important it is to respond quickly to market events to protect and grow your…” Source: RevenueBase Database · checked Sep 20, 2026
20	Freedom Capital PTY LTD	Partial evidence	Johannesburg, South AfricaHQ checked Sep 20, 2026	1-10	4 contacts →
	Partial evidence “Freedom Capital is a broad-based investment management business that offers private client and institutional portfolio management, fund management, private equity and essential…” Source: RevenueBase Database · checked Sep 20, 2026
21	Celerity Investments	Indirect evidence	Menlyn, South AfricaHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “Your future.” Source: RevenueBase Database · checked Sep 20, 2026
22	VAN DER BYL Bergh PTY LTD	Indirect evidence	Stellenbosch, South AfricaHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “Van der Byl Bergh was founded by the late Charl Bergh in September 1989 and has since grown into a comprehensive Financial Services Provider that offers Investment Management and…” Source: RevenueBase Database · checked Sep 20, 2026
23	Multilect Retirement Fund Administrators	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “Multilect is the administrator of Private retirement portfolios.” Source: RevenueBase Database · checked Sep 20, 2026
24	Axiam Capital Management	Partial evidence	Johannesburg, South AfricaHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “AXIAM Capital is a highly focused investment firm with a clear fund management philosophy and low cost structure.” Source: RevenueBase Database · checked Sep 20, 2026
25	Lattice	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: mutual fund companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names mutual fund companies.
Partial evidence: Its own public description names part of mutual fund companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name mutual fund companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 70 mutual fund companies based in South Africa

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Mutual fund companies based in South Africa at a glance

As of Sep 20, 2026

44.4%Verified-email coverage

11.2Average contacts per company

1-10Median size (employees)

18.6%Largest-city concentration · Johannesburg

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

Email recency for this list is measured worldwide rather than for South Africa, so it is reported there. Company counts and contact totals on this page are exact for South Africa, over 70 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among mutual fund companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in South Africa whose own description of what they do matches “mutual fund companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names mutual fund companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among mutual fund companies, and records with no verified work email. Companies headquartered outside South Africa are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 348 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names mutual fund companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many mutual fund companies are there based in South Africa?

RevenueBase identified 70 mutual fund companies headquartered in South Africa as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

M&g Investments Southern Africa, headquartered in Cape Town, tops this list with the largest team on record.

Which city has the most mutual fund companies?

Johannesburg leads with 13 headquartered companies, followed by Cape Town (12) and Pretoria (8).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 348 verified decision-maker contacts tracked across these 70 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.