Portfolio outcomes
Benchmark returns
Capital growth
Investment horizon
3 to 7 years
Risk
Medium to high
Index tracker investments and your portfolio
Our index trackers are suitable for investors who want low-cost exposure to an equity index and certainty that returns will be in line with the benchmark.
It makes sense for retirement funds to index a component of their portfolios, as with expanding size, liquidity becomes an issue and hence adding value through share selection becomes challenging.
Index trackers portfolio range
Capped SWIX
All Share Index
Benchmark risk
3 to 7 years
Capped SWIX
40 Index
Benchmark risk
3 to 7 years
All Property Index
Benchmark risk
3 to 7 years
Rules and regulations
Our portfolios are compliant with Regulation 28 of the Pension Funds 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.
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.