About A.L.E.E.F.

A 25-year legacy, a stronger new chapter.

Established in Mauritius in 1999, A.L.E.E.F. is an Ethical Fund built on continuity, governance, and care — now entering a new phase under professional portfolio implementation by Heritage Wealth Partners.

I · Chairman's letter

A word from the Chairman.

Imraan Valimahomed

Chair of the Board

"As we enter our twenty-seventh year, A.L.E.E.F.’s commitment to disciplined stewardship remains absolute. Continuity in our values is paired with professional execution to meet the demands of a dynamic global landscape."

Continuity has always been the foundation of our success. By partnering with Heritage Wealth Partners for professional portfolio execution, we combine our time-tested ethical framework with institutional-grade implementation. This new chapter strengthens our USD exposure and ensures that every investment follows both rigorous screening and sound financial logic.

Read the full letter →

II · Mission & vision

What we exist to do, and where we're going.

Mission

To grow capital with discipline and integrity.

A long-term, ethically screened approach to capital growth and regular dividend support — built on rigour, governance, and care for the people who invest with us.

Vision

To set the standard for ethical investing in Mauritius and globally.

A reference point in the region for funds that combine professional management, principled exclusions, and a meaningful link between returns and purpose.

III · Board & management

The people behind the framework.

Experienced leadership directing long-term ethical oversight.

Imraan Valimahomed

Chair of the Board

Over 25 years of experience in ethical finance, corporate governance, and regional investment leadership in Mauritius.

Sana Patel

Non-Executive Director

Specialises in compliance, regulatory affairs, and ethical investment screening frameworks within the Indian Ocean region.

Tariq Rafiq

Independent Director

A seasoned strategist with global asset allocation background, advising multiple boards on international USD portfolio structures.

Zameer H. Moollan

Director

Expert in Mauritian legal structures, financial services regulation, and ethical business stewardship practices.

IV · Portfolio Manager

Heritage Wealth Partners.

Heritage Wealth supports the day-to-day implementation of the investment strategy within the framework set by the Board — bringing professional portfolio implementation to a fund with an established ethical and governance foundation.

FSC Regulated

Licensed investment manager in Mauritius adhering to strict fiduciary standards.