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Welcome to Umbono Fund Managers

Umbono Fund Managers (UFM) was launched seven years ago in early 2001. Over this period UFM has grown assets under management to over R50 bn as at the end of April 2008.

UFM is a focused quantitative investment house that specialises in equity and bond tracker and enhanced tracker solutions. Black economic empowerment (BEE) has always been a significant contributor to UFM’s core values. Since its launch, UFM has exhibited an exemplary BEE track record. Employment equity has exceeded 75%, black brokerage allocation has exceeded 50% and UFM’s education initiative – the IEDT Trust Fund – has awarded many scholarships to underprivileged learners.

UFM targets clients that require a low cost, low risk “core” fund manager to complement their more aggressive, active, fundamental satellite portfolios. UFM’s strong client base includes parastatal, private sector and multi-management institutions.

Click here to watch an interview in which Craig Chambers, deputy CEO - Umbono Fund Managers, explains the benefits of Index Tracking.

 

 

   
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