Alternative investments and your portfolio
The key benefit of including alternative investments in your portfolio is to provide portfolio diversification from traditional investments. In addition to diversification, alternative investments can offer enhanced return opportunities and a measure of inflation protection.
Portfolio range
Investing for impact
Our investment in Ilangalethu Karoshoek Solar CSP 1
Being part of a sustainable future means so much more than making good investment choices, it means more than just making sure our clients have their best possible financial future, it means making responsible choices that help build a sustainable future for all and future generations.
Our investment in Rise Student Village
Social infrastructure investment has garnered a lot of attention lately. Our focus started on student accommodation and, as interest in these projects increased, we have broadened the mandate on this fund to incorporate other types of social infrastructure such as lower-cost housing and healthcare facilities.
Diversified Infrastructure investments
A strong infrastructure is the lifeblood that keeps countries and economies moving forward. From telecommunications to roads, water sanitation projects and shopping malls in economic hubs that have previously been underserviced, these facilities and structures carry the flow of commerce that help build and develop the communities whose lives they touch.
Rules and regulations
South African Venture Capital and Private Equity Association (Savca) provides us with additional practice guidelines. Our alternative portfolios are compliant with Regulation 28 of the Pensions Fund Act.
Financial Sector Conduct Authority (FSCA)
We are licensed with the FSCA and comply to the market conduct regulations stipulated by the FSCA.
Association for Savings and Investment South Africa (ASISA)
Our governing body, ASISA, provides best practice guidelines to make sure the investor is the focal point of everything we do.
Awards
We're proud to have received the recognition from our industry peers and clients alike for the outstanding expertise of our investment specialists.
2023
Impact Awards
Impact Project/Investment of the Year – Education (Momentum Alternative Investments).
2023
IRFA Making it Happen
Momentum Alternative Investments for creating investment solutions that address pressing social challenges while also generating acceptable financial returns for clients.
2022
Citywire South Africa Awards
Best property fund group Award winner.
2019
HedgeNews Africa Awards
Best fund of hedge (RCIS ZAR Diversified Qualified Investor Fund of Hedge Fund).
2008
HedgeNews Africa Awards
Best fund of hedge (RCIS ZAR Diversified Qualified Investor Fund of Hedge Fund).
Meet our team
Godfrey Albertyn
Portfolio manager
BCom, CFA®
Industry experience: 36 years
Rian Smit
Portfolio manager: Private equity
Chartered Account (SA)
Industry experience: 27 years
Kagiso Mathole
Portfolio manager
BBA, National diploma
Industry experience: 19 years
Bafana Motshweni
Investment analyst
BCom
Industry experience: 3 years
Resource centre
Momentum Investments is part of Momentum Metropolitan Life Limited, an authorised financial services (FSP6406) and registered credit provider (NCRCP173), rated B-BBEE Level 1.
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