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Momentum Investment Portfolios A businessman standing in front of a white building holding a takeaway coffee, with a folded newspaper under his arm. Momentum Investment Portfolios A businessman standing in front of a white building holding a takeaway coffee, with a folded newspaper under his arm.

Investments

Most of our corporate investment solutions are underpinned by our outcome-based investing (OBI) philosophy, which targets a specific return over a chosen period and defines risk as the likelihood of an investment portfolio not delivering on its targeted return. OBI achieves long term results by:

  • Reducing the investment risk through high levels of diversification.
  • Offering the highest possible inflation-targeting returns, for the lowest possible risk.
  • Looking ahead instead of chasing historical returns.
  • Putting the client’s investment goals at the centre of the investment process.
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Investments resources

Illustration of investments quarterly reports.

Quarterly
Reports

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PPFM

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Brochures

Illustration of investment solutions for retirement funds fact sheets.

Fact sheets

Illustration of investment solutions for retirement funds disclosures.

Disclosures

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Investment solutions for retirement funds

Each person has a unique life journey, throughout their working life and into retirement. Retirement funds focus on their members’ financial security during this journey.

Our range of smooth bonus and linked solutions can be tailored to suit your members’ retirement goals and investment needs.

Smooth Bonus solutions Linked solutions

INVESTMENT SOLUTIONS FOR RETIREMENT FUNDS

Smooth Bonus solutions

Our smooth bonus portfolios provide smooth, positive and real returns over the medium to long term and aim to reduce the impact of market volatility on investment returns. These portfolios offer capital protection regardless of the investment market conditions.

  • Invest in a range of assets such as equities, bonds, cash, property and global assets.
  • Investment returns through regular bonus declarations, based on the investment returns of the portfolio’s underlying investments.
  • Guaranteed protection on their original investment.

Smooth Bonus portfolios

Our fully vesting range offers a 100% guarantee on capital invested and bonuses declared. It consists of a vesting account and includes monthly vesting bonuses declared in advance. This part of the bonus is guaranteed.

August 2024

Momentum
Smart Guaranteed +3

Offers global investment exposure using dynamic hedging techniques and targets a smoothed return of CPI + 3% over 7 years.

View fund fact sheet (pdf)
24 SEPTEMBER 2024

Momentum Multi-Manager Secure Growth Fund Global

Offers global investment exposure using independent asset managers and targets a smoothed return of CPI + 2% over 5 years.

View fund fact sheet (pdf)

Our partially vesting range offers a 100% guarantee on capital invested and a partial guarantee on declared bonuses. It consists of a vesting and non-vesting account and includes monthly vesting and non-vesting bonuses declared in advance.

Momentum Multi-Manager Smooth Growth Fund Global

Global investment exposure, using independent asset managers. Targets a smoothed return of CPI + 4% over 5 years.

View fund fact sheet (pdf)

Momentum Smooth
Growth Fund Global

Global investment exposure, using Momentum Investments’ OBI philosophy. Targets inflation-beating returns over the long term.

View fund fact sheet (pdf)

Momentum
Smooth-Edge Fund

A smooth bonus portfolio using Momentum Investments’ OBI philosophy, offering a low-cost solution with a 100% capital guarantee on benefit payments.

View brochure (pdf)
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Linked solutions

Our linked solutions invest in market-linked portfolios and indices.

AGGRESSIVE MANDATE

Metropolitan Global Managed Fund

A portfolio with a balanced mandate using Momentum Investments’ OBI philosophy with investments across all asset classes, including global assets.

View fund fact sheet (pdf)
AGGRESSIVE MANDATE

Metropolitan Optimum Growth Fund

An aggressively-managed portfolio using Momentum Investments’ OBI philosophy, with investments across all asset classes, excluding direct property.

View fund fact sheet (pdf)
LIFESTAGE PORTFOLIOS

Metropolitan
Aggressive Fund

A multi-manager balanced fund using the OBI philosophy targeting CPI + 7%, with investments across all asset classes, including
global assets.

View fund fact sheet (pdf)
LIFESTAGE PORTFOLIOS

Metropolitan Moderate
Fund

A multi-manager balanced fund targeting CPI + 6% over 6 years with investments across all asset classes, including global assets.

View fund fact sheet (pdf)
LIFESTAGE PORTFOLIOS

Metropolitan Conservative
Fund

A multi-manager balanced fund targeting CPI + 5% over 5 years using the OBI philosophy. Invest across all asset classes, including global assets.

View fund fact sheet (pdf)
LIFESTAGE PORTFOLIOS

Metropolitan Cash
Fund

A specialised money market fund investing in short-term money market instruments.

View fund fact sheet (pdf)
CORE MONEY MARKET

Metropolitan Money
Market Fund

A specialised money market fund that invests in short-term money market instruments.

View fund fact sheet (pdf)
CASH PLUS

Momentum Institutional Enhanced Yield Fund

An actively managed portfolio of domestic fixed and floating rate instruments aiming to provide a competitive money market return.

View fund fact sheet (pdf)
WHITE LABEL

Kagiso Domestic Balanced
Fund

A portfolio with a balanced mandate and investments across South African equities, bonds and cash.

View fund fact sheet (pdf)

Momentum Index Guaranteed Investments

Offers exposure to different asset classes, including local equity, fixed-interest and inflation-linked bonds and offshore equity index.

NAMIBIA

Metropolitan
Namibia Growth

Uses the OBI philosophy, targeting
Namibian inflation + 6% over 6 years. Invests in all asset classes, including alternative investments.


View fund fact sheet (pdf)
NAMIBIA

Metropolitan Namibia Money Market

Aimed at investors with a short-term investment horizon, with liquidity and capital protection, and invested in predominantly South African and Namibian fixed and floating rate interest instruments.

View fund fact sheet (pdf)
LESOTHO

Metropolitan Lesotho Diversified Growth

Target Lesotho inflation + 5% over
5 years using OBI. Invests minimum 30% in Lesotho across all asset classes, the rest in South Africa and globally.

View fund fact sheet (pdf)
LESOTHO

Metropolitan
Lesotho Growth

Targets Lesotho inflation + 6% over 6 years. Invests in all asset classes with a minimum of 30% in Lesotho and the rest in South Africa
and globally.

View fund fact sheet (pdf)
Find an adviser
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Investment solutions for corporate entities

We offer investment solutions that allow the corporate investor, full management of the term, options and a minimum investment payout. And post-retirement medical liability products, such as the Momentum Customised Annuity Policy, that allow employers to provide their employees and pensioners assistance with long-term medical aid contributions.

Need advice?

Get one of our financial advisers to call you back.

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Other Momentum Corporate products

FundsAtWork Umbrella Fund

Our award-winning Umbrella Funds provide comprehensive and flexible employee pension and provident funds, and group insurance with value-adding services.

Learn more

Annuities

Help employees to feel secure knowing they will have a regular post-retirement income.



Learn more

Healthcare for Corporates

Flexible group medical aid solutions for employees, and employee wellness programmes.



Learn more

Group Insurance

Reduce the financial impact of unexpected life-changing events for your employees with group life, funeral, disability and critical illness cover. You can choose the benefits to suit your employees’ needs and protect them financially.

Learn more

Momentum Retirement Administrators

We provide flexible retirement fund administration services that can be customised for standalone retirement funds.


Learn more

Momentum Grow

Momentum Grow is a simple, convenient, innovative, flexible, personalised, and environmentally friendly employee benefits solution.


View brochure (pdf)

Momentum Emergency Savings

A new way to save for rainy days without dipping into your long-term savings.

View brochure (pdf)

Contact Investments

[email protected]
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