Invest with Clarity

Lumen is a forward-thinking investment firm built for a new era of wealth creation. We blend deep industry expertise with a sharp understanding of market dynamics to help individuals and institutions grow their capital with clarity and purpose.

Lumen Strategic Growth Fund

Lumen is a forward-thinking investment firm built for a new era of wealth creation. We blend deep industry expertise with a sharp understanding of market dynamics to help individuals and institutions grow their capital with clarity and purpose.

Why Strategic Partnerships Are the New Alpha

In today’s fragmented market, competitive edge increasingly comes from collaboration. We unpack how institutional partnerships—built on aligned outcomes, not convenience—are reshaping the investment landscape and unlocking access to deeper opportunity sets.

OUR PILLARS

Clarity. Precision. Partnership.

We believe in the power of disciplined investing, guided by evidence and long-term thinking. At Lumen, we’re not swayed by short-term noise—we focus on building resilient portfolios that stand the test of time. Transparency and alignment are at the core of how we manage money and relationships.

Clarity that Cuts Through Noise.

Lumen is built for long-term thinkers—investment professionals who demand transparency, not trends. Our platform brings structure to strategy, making complex allocations and incentive schemes clear, actionable, and measurable.

Precision You Can Build On.

We believe disciplined investing starts with data you can trust and tools that respond to your governance needs. Every scheme, forecast, and payout within Lumen is tracked to the cent, to the moment—so you can act with total confidence.

Partnership That Endures.

We’re not a vendor. We’re a strategic partner aligned to your outcomes. From onboarding to optimization, our support and product evolve with your needs—because we understand what’s at stake when performance is on the line.

A Complete Investment Framework.

At Lumen, we believe disciplined investing is grounded in long-term thinking, clear objectives, and strong alignment between managers and clients. We focus on building resilient portfolios, backed by transparent processes and evidence-based decisions.

By combining robust oversight with strategic flexibility, we aim to deliver outcomes that endure across cycles—without being swayed by short-term noise.

Our flagship funds
Select a fund to view more
PPS Investments
Multi-Asset

PPS Defensive Fund

South African Multi-Asset Low Equity
Managed by PPS Investments

The PPS Defensive Fund is a cautious multi-asset solution designed with a strong focus on capital protection. By combining low-volatility assets with select growth exposures, the fund aims to preserve investor capital while delivering modest real returns over the medium term within a controlled risk framework.

Performance
10%
Risk profile
Low – Medium
Category
Multi-Asset
Benchmark
(ASISA) South African MA Low Equity
View fund Download factsheet
PPS Investments
Multi-Asset

PPS Balanced Passive Fund

South African Multi-Asset High Equity
Managed by PPS Investments

The PPS Balanced Passive Fund is a cost-efficient, growth-oriented solution that provides broad market exposure. The fund invests in a diversified blend of index-tracking instruments, delivering effective diversification and long-term growth potential while maintaining a low total cost of ownership.

Performance
10%
Risk profile
Medium – High
Category
Multi-Asset
Benchmark
PPS Balanced Passive Composite
View fund Download factsheet
PPS Investments
Building Block

PPS Enhanced Yield Fund

South African Interest-Bearing Short Term
Managed by PPS Investments

The PPS Enhanced Yield Fund is a conservative cash-plus solution that focuses on capital preservation while enhancing income potential. The fund places strong emphasis on liquidity, capital stability and prudent risk management and aims to deliver returns in excess of traditional cash over the short to medium term.

Performance
10%
Risk profile
Low
Category
Building Block
Benchmark
Alexander Forbes 3-month STeFI Index
View fund Download factsheet
Recommended
PPS Investments
Building Block

PPS Global Equity FF (ZAR)

Global Equity General
Managed by PPS Investments

The PPS Global Equity Feeder Fund is an offshore equity solution designed to support long-term capital growth by providing exposure to global equity markets. The fund invests through an underlying global equity portfolio, offering diversified access to international companies while seeking to participate in global growth opportunities and manage risk across market cycles.

Risk profile
High
Category
Building Block
Benchmark
MSCI.ACWLD$ Net
View fund Download factsheet
PPS Investments
Multi-Asset

PPS Managed Fund

South African Multi-Asset High Equity
Managed by PPS Investments

The PPS Managed Fund is our flagship Regulation 28 compliant solution, designed to support long-term wealth creation. It follows a best-view, actively managed multi-asset approach, allocating across the most attractive local and global asset classes in line with prevailing market opportunities and a robust investment governance framework.

Performance
15%
Risk profile
Medium – High
Category
Multi-Asset
Benchmark
CPI + 5%
View fund Download factsheet
PPS Investments
Flagship fund

PPS Stable Growth Fund

South African Multi-Asset Medium Equity
Managed by PPS Investments

The PPS Stable Growth Fund is a balanced multi-asset solution designed for investors seeking consistent capital appreciation with moderated volatility. Through disciplined diversification across asset classes, the fund aims to smooth short-term market movements while supporting sustainable long-term growth.

Performance
15%
Risk profile
Medium
Category
Multi-Asset
Benchmark
(ASISA) South African MA Medium Equity
View fund Download factsheet
PPS Investments
Building Block

PPS Global Equity Fund (USD)

Global Equity General
Managed by PPS Investments

The PPS Global Equity Fund (USD) is an offshore equity solution designed to support long-term capital growth through exposure to global equity markets. The fund invests in a diversified portfolio of international companies, providing access to global growth opportunities while diversifying away from South African market risk. It is suited to investors with a long-term investment horizon who can tolerate higher levels of volatility.

Performance
10%
Risk profile
High
Category
Building Block
Benchmark
MSCI.ACWLD$ Net ZAR
View fund Download factsheet

Investing with 
Clarity and Precision

Assets under management
As at 31 December 2024
R208 million*
Combined industry expertise
12 years
BBBEE Contributor
Level 1

Latest News & Insights

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Invest with

Clarity.

Lumen helps institutions and advisors move beyond noise—into high-conviction asset strategies, transparent performance, and operational control. It’s not about reacting to the market. It’s about shaping outcomes.

Invest with

Precision.

Lumen helps institutions and advisors move beyond noise—into high-conviction asset strategies, transparent performance, and operational control. It’s not about reacting to the market. It’s about shaping outcomes.

Invest with

Partnership.

Lumen helps institutions and advisors move beyond noise—into high-conviction asset strategies, transparent performance, and operational control. It’s not about reacting to the market. It’s about shaping outcomes.