Our fund range

High-Conviction Strategies. Long-Term Focus.

Lumen offers a refined set of funds built for performance, resilience, and transparency.

PPS Investments
Multi-Asset

PPS Defensive Fund

South African Multi-Asset Low Equity

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.

Risk profile
Low – Medium
Category
Multi-Asset
Benchmark
(ASISA) South African MA Low Equity
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PPS Investments
Building Block

PPS Enhanced Yield Fund

South African Interest-Bearing Short Term

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.

Risk profile
Low
Category
Building Block
Benchmark
Alexander Forbes 3-month STeFI Index
View fund Download factsheet
Fund name
Risk profile
Category
Benchmark
PPS Investments
PPS Balanced Passive Fund
South African Multi-Asset High Equity
Risk profile
Medium – High
Category
Multi-Asset
Benchmark
PPS Balanced Passive Composite
Risk profile
Medium – High
Category
Multi-Asset
Benchmark
PPS Balanced Passive Composite
View fund
PPS Investments
PPS Defensive Fund
South African Multi-Asset Low Equity
Risk profile
Low – Medium
Category
Multi-Asset
Benchmark
(ASISA) South African MA Low Equity
Risk profile
Low – Medium
Category
Multi-Asset
Benchmark
(ASISA) South African MA Low Equity
View fund
PPS Investments
PPS Enhanced Yield Fund
South African Interest-Bearing Short Term
Risk profile
Low
Category
Building Block
Benchmark
Alexander Forbes 3-month STeFI Index
Risk profile
Low
Category
Building Block
Benchmark
Alexander Forbes 3-month STeFI Index
View fund
PPS Investments
PPS Global Equity FF (ZAR)
Global Equity General
Risk profile
High
Category
Building Block
Benchmark
MSCI.ACWLD$ Net
Risk profile
High
Category
Building Block
Benchmark
MSCI.ACWLD$ Net
View fund
PPS Investments
PPS Global Equity Fund (USD)
Global Equity General
Risk profile
High
Category
Building Block
Benchmark
MSCI.ACWLD$ Net ZAR
Risk profile
High
Category
Building Block
Benchmark
MSCI.ACWLD$ Net ZAR
View fund
PPS Investments
PPS Managed Fund
South African Multi-Asset High Equity
Risk profile
Medium – High
Category
Multi-Asset
Benchmark
CPI + 5%
Risk profile
Medium – High
Category
Multi-Asset
Benchmark
CPI + 5%
View fund
PPS Investments
PPS Stable Growth Fund
South African Multi-Asset Medium Equity
Risk profile
Medium
Category
Multi-Asset
Benchmark
(ASISA) South African MA Medium Equity
Risk profile
Medium
Category
Multi-Asset
Benchmark
(ASISA) South African MA Medium Equity
View fund
Our Investment philosophy

Discipline Over Reaction. Clarity Over Noise.

At Lumen, we believe that enduring results come from structure, not speculation. Our approach priorities long-term fundamentals, measured decision-making, and full transparency.

We focus on protecting capital, pursuing sustainable growth, and aligning every investment with clearly defined outcomes.

Responsible Capital. Enduring Outcomes.

At Lumen, sustainability is not a side initiative—it’s embedded in how we assess risk, allocate capital, and manage long-term performance.

Our ESG-aligned strategies consider environmental, social, and governance factors as core inputs, not filters. We focus on materiality, stewardship, and forward-looking impact—ensuring that responsible investing supports both return objectives and institutional mandates.

Whether you’re pursuing net-zero targets, managing reputational risk, or integrating sustainability metrics into performance, our ESG capabilities are designed to meet you where you are—and evolve with you.

View our Impact funds

Justin Passaquindici Arcand

Portfolio Manager
Justin Passaquindici Arcand

Brandon Press

Portfolio Manager
PPS Defensive Fund
Brandon Press

Leo Torff

Portfolio Manager
Leo Torff
Our Partners

Built on Alignment. Driven by Outcomes.

Lumen works with a select group of partners who share our commitment to long-term thinking, operational integrity, and investment discipline. From asset managers and technology providers to compliance specialists and strategic consultants, every relationship is grounded in mutual trust and a shared focus on delivering meaningful outcomes.

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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.

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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.

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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.

contact us