What Arysteq Asset Management does

Arysteq Asset Management is a Namibian boutique asset management firm registered in 2016 and operating since 2018. It is the largest independent, wholly Namibian-owned asset management company in Namibia and operates as a wholly owned subsidiary of Lexus Securities (Pty) Limited. The firm is regulated by NAMFISA under investment management license 25/12/86 and unit trust scheme license 25/9/5/26, with its unit trust scheme housed under subsidiary Arysteq Unit Trust Management Limited. As of June 2026, Arysteq manages approximately N$3.41bn in AUM across 8 unit trust funds plus customized pooled portfolios, with investments spanning Namibian, South African, and global developed and emerging markets.

The product suite comprises the Money Plus Fund (money market), Short-Term Income Actively Managed ETF (listed on JSE April 2025), Bond Fund, Real Return Fund (multi-asset), Balanced Fund, SA Equity Fund, Global Opportunities Fund (MSCI World benchmarked), and Property Fund, plus bespoke pooled portfolios. The underlying investment process is built on a proprietary three-pillar Quality Test Framework assessing Management Quality, Business Quality, and Financial Quality, combined with in-house valuation models using P/E, Dividend Yield, ROE, and margin-of-safety calculations. Decisions follow a team-based weekly research meeting and monthly market cycle review process designed to mitigate behavioral biases.

Arysteq generates revenue primarily through recurring management fees on AUM across unit trust funds, pooled portfolios, and ETF products. ETF fees are structured at 0.1%-1.5% annually with no performance fees and no entry/exit fees. Go-to-market is sales-led through direct engagement by an 8-10 person team of portfolio managers and a business development officer, supplemented by the JSE listing for ETF distribution. Customer segments include individual investors seeking capital preservation, retirement investors, wealth-accumulation investors, and institutional clients such as trusts, endowments, and foundations.

Name

Arysteq Asset Management

Legal name

Arysteq Asset Management (Pty) Ltd

Website

https://arysteq.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

1–10 employees

Short description

Arysteq Asset Management is a Namibian boutique asset manager offering 8 unit trust funds, a JSE-listed actively managed ETF, and pooled portfolios across Namibian, South African, and global markets, serving individual, retirement, wealth, and institutional investors.

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)

akta.pro secondary industries

Multi-Asset Solutions for Institutional (Pensions/Endowments/Sovereigns) (FSAAAJAJ), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

Keywords

• Asset management services
• Investment fund management
• Unit trust funds
• Portfolio management
• Wealth management solutions

Headquarters

HQ city

Windhoek

HQ country

Namibia

HQ region

Africa

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure, Technology or R&D, Others

Revenue model

1. Investment Management Fees: Management fees charged on assets under management across unit trust funds, pooled portfolios, and ETF products
2. ETF Fee Structure: Annual management fees ranging from 0.1% minimum to 1.5% maximum for the Short-Term Income ETF. No performance fees charged.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

Arysteq Asset Management operates as a boutique asset management firm offering nine distinct investment products spanning money market, fixed income, equities (Namibian, South African, global), property, and multi-asset strategies. The firm manages unit trust funds, pooled portfolios, and an actively managed ETF, applying a team-based, fundamentals-driven investment process with proprietary quality and valuation frameworks to deliver active management services to retail and institutional investors in Namibia and Southern Africa.

Product overview

Arysteq Asset Management is a Namibian asset management company offering a diversified suite of investment products. The portfolio comprises nine distinct offerings: the Money Plus Fund (money market), Short-Term Income ETF (actively managed exchange traded fund), Bond Fund, Real Return Fund, Balanced Fund, SA Equity Fund, Global Opportunities Fund, Property Fund, and Pooled Portfolios. The offerings span money market instruments, fixed income, equities (domestic and global), property, and multi-asset strategies, providing investors with options across the risk-return spectrum from capital preservation to long-term growth.

Differentiator

Problem solved

Functional benefit

Products and services

• Arysteq Money Plus Fund Money market fund investing in Namibian and South African short to medium dated instruments considered risk-free or carrying credit risk, including instruments issued by banks and other institutions. Does not take derivative positions or apply leverage.
• Arysteq Short-Term Income Actively Managed ETF (ASIETF) Actively Managed Exchange Traded Fund (AMETF) listed on the Johannesburg Stock Exchange (JSE). Invests in deposits issued by Namibian Banks including structured deposits and stepped rate notes linked to 3-month WIBAR. Low-risk investment suitable for capital preservation with monthly+ investment horizon.
• Arysteq Bond Fund Bond fund investing in a combination of Namibian fixed rate, floating rate and inflation linked bonds with maturity of 12 months or more. Aims to outperform the Simonis Storm Securities Daily Bond Index over a rolling 2-year period.
• Arysteq Real Return Fund Multi-asset fund aiming to outperform Namibia Inflation + 4% and preserve purchasing power. Invests in appropriate mix of Equities, Fixed Income, Property, Commodities and Cash with up to 35% offshore exposure. Regulation 13 compliant with minimum 45% Namibia investments.
• Arysteq Balanced Fund Balanced fund aiming to outperform the Namibia Market Value Survey and maximize long-term capital appreciation through investment in diversified portfolio of Equities, Fixed-Income, Property, Commodities and Cash. Maximum offshore exposure of 35%.
• Arysteq SA Equity Fund South African equity fund aiming to outperform the FTSE/JSE Capped All Share Index and maximize long-term capital appreciation by investing in listed equities in South Africa.
• Arysteq Global Opportunities Fund Global equity fund aiming to outperform the MSCI World Index and maximize long-term capital appreciation by investing in listed equities in global developed and emerging markets.
• Arysteq Property Fund Property fund aiming to outperform the FTSE/JSE SA Listed Property Index (JSAPY) over 5-10 years and maximize long-term capital appreciation by investing in listed property equities on the JSE.
• Pooled Portfolios

Quantifiable outcome

• 2021: Money Plus Fund best performer in all categories; Real Return Fund best performing in Absolute category (1-year); Balanced Fund best performing (5-year and 10-year categories)
• +2 more outcomes

Named customers1 record

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Five partnerships are on record, tiered core and minor.

• Nedbank NamibiacoreOthersNedbank Namibia serves as the custodian of the Arysteq Unit Trust Scheme, holding and safeguarding fund assets.
• NAMFISAcoreOthersNamibia Financial Institutions Supervisory Authority is the regulatory body overseeing Arysteq's operations. Investment management license number 25/12/86 and unit trust scheme license number 25/9/5/26.
• JSE (Johannesburg Stock Exchange)coreChannel Partner/ Reseller/ DistributorJSE serves as the listing exchange for Arysteq's Short-Term Income Actively Managed ETF (ASIETF), listed in April 2025. This is the first Namibian-based fund to list on the JSE, expanding access to South African investors.
• Simonis Storm SecuritiesminorStrategic or Co-development PartnerCo-sponsor of the Arysteq & Simonis Storm Schools Tournament Series for table tennis and other sports. Simonis Storm Securities is a Windhoek-based stockbroking firm.
• Klein Windhoek Squash ClubminorOthersSponsor of the KWSC Open Squash Tournament, hosting multiple editions per year including First Fridays series.

Scale indicators4 records

Recent moves8 records

Expansion highlights5 records

Broad incumbents

• Coronation Fund Managers: JSE-listed boutique asset manager with a long-term, valuation-driven investment philosophy serving institutional and retail clients across Southern Africa. Comparable to Arysteq in process orientation and product breadth, but materially larger in AUM and geographic footprint.
• Stanlib: Major South African asset manager with a wide unit trust and institutional product range. Comparable to Arysteq in serving retail and institutional wealth management clients across Southern Africa, with substantially greater scale and product breadth.
• Sanlam Investments: One of the largest asset managers in South Africa with broad retail and institutional product offerings. Competes with Arysteq across unit trusts, balanced funds, and institutional mandates in Southern Africa, with significantly larger AUM and distribution.
• Old Mutual Investment Group: Large South African asset manager offering unit trusts, institutional mandates, and alternative investments across the region. Competes with Arysteq across multi-asset, equity, and property funds in the Namibian and South African markets.
• Ninety One: Dual-listed (LSE/JSE) global asset manager with strong Southern African roots and active investment capabilities across equities, multi-asset, and alternatives. Comparable to Arysteq across multi-asset and global equity strategies, but with vastly greater scale and international distribution.
• Momentum Investments: Large South African asset manager offering unit trusts, institutional mandates, and multi-asset solutions. Competes with Arysteq across balanced, equity, and fixed income strategies in the Southern African retail and institutional markets.
• PSG Wealth: South African wealth and asset management business offering unit trusts, multi-asset funds, and bespoke portfolio management. Comparable to Arysteq in serving high-net-worth individuals and institutional clients with active, fundamentals-based strategies.
• Allan Gray (Allan Gray Proprietary Limited): Largest privately-owned investment management firm in Southern Africa, applying a fundamentals-driven, long-term investment philosophy similar to Arysteq's. Comparable as a boutique-style incumbent across unit trusts, institutional mandates, and balanced strategies in the broader SADC market.

Direct peers

• Simonis Storm Securities: Windhoek-based stockbroking and asset management firm with deep Namibian roots. Directly comparable as a Namibian-domiciled capital markets and wealth manager; Arysteq's Chairman Andrew Jansen was previously Managing Director of Simonis Storm for 15 years, and the firms co-sponsor investment education events.
• Namibia Asset Management: One of the larger Namibian asset managers offering unit trust funds and institutional mandates. Directly comparable as a domestic competitor in the Namibian unit trust and institutional asset management space; Arysteq MD Purvance Heuer previously worked at this firm.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/arysteq-asset-management-pty-ltd

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Arysteq Asset Management