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Disclaimer: 27four Investment Managers (Pty) Ltd is a licensed financial services provider in terms of Section 8 of the Financial Advisory and Intermediary Services Act, 37 of 2002, as amended, FAIS licence number 31045. This information is not advice as defined and contemplated in the Financial Advisory and Intermediary Services Act, 37 of 2002, as amended. Past investment returns are not indicative of future returns. 27four Investment Managers (Pty) Ltd shall not be liable for any actions taken by any person based on the correctness of this information.This document is for information purposes only and does not constitute or form part of any offer to issue or sell or any solicitation of any offer to subscribe for or purchase any particular investments. Opinions expressed in this document may be changed without notice at any time after publication. We therefore disclaim any liability for any loss, liability, damage (whether direct or consequential) or expense of any nature whatsoever which may be suffered as a result of or which may be attributable directly or indirectly to the use of or reliance upon the information.

Fund Focus | 27four Large Cap Equity AMETF A strong year for the fund, delivering a 46.14% return over 1 year (as at 31 January 2026). Our Actively Managed ETFs combine professional portfolio management with the transparency, liquidity and flexibility of an ETF — all traded on the JSE. Available through your stockbroker and selected platforms including EasyEquities and ETFSA. Past performance is not necessarily indicative of future performance.

How Consolidation Can Reshape Private Markets in South Africa South Africa’s private markets are at a turning point, with many Black-owned private equity firms facing the challenges of fragmentation, subscale funds and duplicated infrastructure. Our latest “All the Pieces Matter” article argues that thoughtful consolidation – done with alignment on culture, governance and long-term strategy – can unlock stronger, more resilient platforms and deeper impact across the ecosystem. If you want to go fast, go alone. If you want to go far, go together. Read the full piece to explore why consolidation should be on the strategic agenda for South African private equity firms. Continue reading here: 27four.com/how-consolidat…

THIS MONTH IN MARKETS: Our March 2026 Market Analysis explores how markets remained resilient despite escalating geopolitical tensions and shifting global leadership dynamics. Read it here 27four.com/wp-content/upl…

Commodity boom helps to drive JSE confidence - African Business african.business/2026/02/resour…

Boeka innie Bo-Kaap 2026 🌙✨ 27four is proud to support this special mass iftar in the heart of the city, bringing our community together during Ramadaan. 📍 Wale & Rose Streets 📅 Friday, 27 February 2026 🕔 17h00 An evening of thikr and recitals, inspiring guest speakers, salaah facilities, and iftar bags and meals — all set against the vibrant backdrop of the Bo-Kaap. Let’s break fast together. 🤍 #BoekaInnieBoKaap #Ramadaan1447 #27four #Boeka27four #BoKaap

Enhancing Retail Access to Private Market Opportunities Private markets have traditionally been difficult to access, especially for investors outside the largest institutions. They are typically defined by high minimum investment thresholds, complex structures, and limited transparency. The recently launched 27four tokenised equity offerings provide a more accessible route into real-economy commercial property by combining institutional-grade assets with modern digital market infrastructure. The video below introduces two investment opportunities available via private placement to qualified investors: •The Van Rijn Meent mixed-use precinct; and •Dorpstraat Property Investments (DPI) convenience retail portfolio. By aligning disciplined property underwriting with contemporary market infrastructure, these opportunities illustrate how private markets can evolve from a traditionally closed environment into a more navigable space for qualified investors seeking long-term exposure to real assets. Learn more here mesh.trade/27four-on-mesh…

As #SATradeConnect 2026 progresses, we turn to a Buy‑Side C‑Suite panel examining liquidity, access and market structure in an increasingly fragmented trading environment. Fatima Vawda, CEO of 27Four Investment Managers; Ann Leepile, CEO of M&G Investments South Africa; Cheree Dyers, CEO of Prescient Investment Management; and David Aserkoff, Executive Director and Equity Strategist, at J.P. Morgan, explore extended and overnight trading, digital assets and tokenisation, evolving client mandates, as well as the capital markets South Africa should aim to build by 2030. Our programme is unfolding, stay tuned for more.

Ramadaan Mubarak 🌙 Wishing our clients, friends, colleagues and their families a blessed month of Ramadaan.

The state’s R20bn gamble to rewrite SA’s B-BBEE rules dailymaverick.co.za/article/2026-0…

Our second panel discussion at South Africa’s premier equity market structure conference, #SATradeConnect 2026, puts liquidity, access, and market structure in the spotlight. Fatima Vawda CEO of 27Four Investment Managers; Ann Leepile CEO of M&G Investments South Africa; and Cheree Dyers CEO of Prescient Investment Management, will explore market fragmentation, extended trading, digital asset integration, shifting client mandates, and what South Africa’s markets could look like by 2030. This discussion will be moderated by David Aserkoff, Executive Director and Equity Strategist at J.P. Morgan. Register here: jsetradeconnect.co.za/agenda.aspx

Winner of the Cambridge Excellence Award for Islamic Asset Management in South Africa 2026 at the Cambridge Islamic Funds Awards Ceremony 2026 🏆

Our February Market Analysis is out, highlighting a strong start to 2026 and the late-month volatility that reshaped market sentiment. The report covers key developments across equities, bonds, commodities and global macro trends. Read it here 27four.com/wp-content/upl…

#ABSIPcongratulates, Chinell Bermosky, on her achievement!

ETFs or shares? Two popular ways people invest. Different approaches. Different energy.

Helping you navigate retirement and tax free savings accounts.

Breaking down assets under management in South Africa’s asset management landscape, the market is anchored by institutional investors holding R4.4 trillion in assets, alongside a significant retail segment totalling R2.4 trillion. The industry remains highly concentrated: the top 20 managers control almost 90% of total assets, while a vibrant cohort of emerging managers brings specialisation, innovation, and fresh competition to the landscape. Discover more findings 27four.com/DEInvest

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