Grow with alternatives
Your clients have built their wealth deliberately. Help them protect and grow it with the same discipline.
Give your clients access to South Africa’s most innovative alternative investment solutions empowering you to build more resilient, diversified portfolios that deliver beyond traditional markets and don’t be left behind.
14%-20%
Target IRR, net of fees on select funds
R4B
Assets under administration
10+
Years pioneering alternatives in SA
The opportunity
South African investment portfolios are dramatically under-allocated to alternatives.
Global institutions commit 30-50% of assets to alternatives. Most South African investors hold 3-5%. That gap is the single biggest portfolio construction opportunity in front of you right now.
3-5%
Typical SA retail client today
Largely unlocked, the opportunity for advisors to add meaningful value
10-15%
Grovest recommended allocation
Proven risk-adjusted diversification without overexposure to illiquidity
30-50%
Global institutional benchmark
Harvard Endowment, Yale Model – alternatives as a core structural allocation
The average gap between where SA clients are and where they should be.
0
%
A client with R5M in a traditional portfolio and just 3% in alternatives is over-exposed to market volatility and leaving meaningful returns uncaptured, simply because of how their assets are allocated.
What are alternatives?
The asset classes that perform when traditional portfolios don't.
Global institutions commit 30-50% of assets to alternatives. Most South African investors hold 3-5%. That gap is the single biggest portfolio construction opportunity in front of you right now.
Private Credit
Loans and debt instruments issued outside of traditional banks. Investors earn above-market yields backed by real assets and structured repayment agreements, with far less volatility than listed debt markets.
Private Equity
Direct investment into private companies or funds not listed on public exchanges. Historically one of the strongest performing asset classes over a 5–10 year horizon, now accessible to sophisticated retail investors through structures like secondaries.
Real Assets
Tangible, physical assets, property, infrastructure, equipment, and energy. They generate consistent income, hold intrinsic value, and provide a natural hedge against inflation that listed markets simply cannot replicate.
Private Infrastructure
Investment into renewable energy infrastructure, solar, wind, and clean power projects. In South Africa, Section 12B of the Income Tax Act makes this one of the most tax-efficient investment structures available to individuals, trusts, and companies.
Fund Selection
Three mandates. One distribution relationship.
From high-yield private credit and tax-efficient solar energy investment to discounted private equity access each Grovest fund is purpose-built around a specific client need and a defined return objective. Together, they give you a complete alternative investment toolkit, one that turns portfolio construction conversations into meaningful client outcomes.
Private Credit
Boutique Private Credit
Fund I
A private credit partnership focused on building a high-yield portfolio through senior debt, subordinated debt, and structured financing. Investors benefit from strong income-generating opportunities backed by a disciplined approach to long-term value creation.
Target Yield
Jibar +6%
Minimum Investment
R100 000
Term
10 Years
Liquidity
Option of early
redemptions
redemptions
* Subject to a 12 month lock in period and a 6 month notice period.
Green energy - Section 12B
Twelve B Green Energy Fund
Fund IV
South Africa’s first Section 12B private equity fund. Investors benefit from SARS-approved 200% tax allowance on qualifying investments plus exposure to a growing solar energy portfolio.
Target IRR
42%
*net of fees and taxes
Minimum Investment
R100 000
Term
10 Years
Liquidity
Yes
* Early redemption at the manager’s discretion
Private Equity Secondaries
MeTTa Secondaries
Fund II
South Africa’s first private equity secondaries fund. Enables investors to acquire a diversified portfolio of PE interests at a discount from holders who require liquidity, solving one of private equity’s biggest structural limitations.
Target IRR
c.20%
*net of fees and taxes
Minimum Investment
R250 000
Term
5 Years
Liquidity
Limited
Green energy - Section 12B
Twelve B Shariah Green Energy Fund
Shariah compliant Section 12B private equity fund. Benefit from SARS-approved 200% tax allowance on qualifying investments structured to meet both financial and ethical investment principles.
Target IRR
42%
*net of fees and taxes
Minimum Investment
R100 000
Term
10 Years
Liquidity
Yes
- Oversight by independent Shariah Advisory Board
- Utilises structures such as Murabaha, Ijara, and Musharaka
- Takaful (Shariah-compliant insurance) applied
* Early redemption at the manager’s discretion
What are alternatives?
Practices who partner with us.
Why Grovest
Built by pioneers. Backed by a decade of South African firsts.
Every cycle, every shift in the investment landscape, we have been there first, tested it, structured it, and brought it to market.
2014
First Section 12J Fund launched in South Africa. What began as a bold experiment became the fastest-growing alternative asset class in the country.
First Section 12B Private Equity Fund, Twelve B Green Energy Fund, launched with a SARS approved 125% tax deduction on qualifying solar investments.
2022
2024
First PE Secondaries Fund in South Africa, MeTTa Secondaries, giving investors discounted access to private equity with a genuine liquidity solution.
R3.6 billion in assets under administration. One of the largest administration of small-cap funds in South Africa.
TODAY
fees
You earn. Consistently.
A transparent, intermediary fee on every successful client onboarding. No ambiguity, no delays. Paid consistently and on time.
SUPPORT
Specialist assistance
You will always know exactly who to call. Grovest’s fund managers become an integral part of your client’s portfolio and are available at all times to assist with any questions or clarification you may have.
documentation
Everything client needs
Walk into every client meeting prepared. We provide comprehensive fund packs, term sheets, and full due diligence documentation professional, thorough, and ready to present.
early access
Your clients hear it first
As a preferred Grovest partner, you receive early access to every new fund launch before it reaches the market, giving you a genuine first-mover advantage and a reason for clients to keep coming back
Advisor partner programme
Better portfolios start with better access
Your clients come first. That is not just how you work, it is the foundation of how we work with you. Everything Grovest brings to the partnership the funds, the documentation, the support is designed to strengthen the advice you already give, not replace it.
01
Apply online
Fill in your details below. Takes 2 minutes. No commitment required.
02
Meet your fund manager
A dedicated Grovest Fund Manager will make contact within 24 hours.
03
Get onboarded
Enter into an intermediary agreement. Receive co-branded materials, fund training, and your full intermediary pack.
04
Start distributing
Match clients to the right fund and share in your client’s success. Receive quarterly investment reports.
True diversification
Real diversification means assets that don’t move when markets do. Grovest funds are structured around tangible, income-generating assets with genuinely low correlation to listed equity reducing portfolio volatility where it matters most.
Capital preservation
Asset-backed fund structures designed to protect client wealth across economic cycles not just capture upside when markets are rising. Because the best portfolios are built to survive the bad years, not just celebrate the good ones.
Generational outcome
Your clients aren’t just building wealth for today. Grovest fund structures are designed with longevity in mind supporting legacy planning as a genuine financial outcome, not an afterthought.
Long-term compounding
Alternative investments reward patience. Grovest funds are built for 5–10 year horizons structured to compound with discipline, away from the noise of listed markets and the pressure of short-term performance cycles.
governance
An experienced board you can show your client.
JEFF MILLER
CEO & Co-Founder
MALCOLM SEGAL
Co-Founder &
Non-Executive Chairman
AMARESH CHETTY
Non-Executive Director
MELANIE DE NYSSCHEN
Non-Executive Director
Become a partner
Wealth built with intention deserves to be protected the same way.
That protection starts with the right partnership, one built on access, expertise, and the discipline to see it through. We handle the complexity so you can advise your clients with confidence.
Moshe Unterslak
Head of Special Projects
moshe@grovest.co.za
+27 11 262 6433
Ready to partner with Grovest?
A specialist will be in touch within 24 hours.