Multi-asset-class investments
Our multi-asset-class investments focus on things that matter the most to you – making sure we maximise the likelihood of you achieving your investment goals.
Over time, we evolved our outcome-based investing philosophy and our multi-asset-class, multi-strategy and multi-mandate investments to match your investment needs. Multi-asset-class investments contain various asset classes, like equities, bonds and cash.
Portfolio outcomes
Range to suit
different goals
and needs
Investment horizon
4 to 7+ years
Risk
Low to high
Multi-asset-class investments and your portfolio
Each portfolio range has a life stage progression model, which allows you to switch seamlessly from a more aggressive investment portfolio, with longer-term investment horizons, to more conservative and, ultimately, defensive portfolios in the medium to shorter term.
Multi-asset-class portfolio range
Our investing philosophy and process
We have developed and over many years evolved a market-leading investment process to maximise the likelihood of you achieving your goals.
Our approach to investing is about placing your goals at the centre of our day-to-day investment process. Central to our thinking is:
- Constructing portfolios around your goals and time horizon.
- Making sure the portfolios are well diversified.
- Making sure portfolios remain flexible and adaptable.
- Making sure each portfolio has an attractive risk-adjusted return that provides a more consistent investment experience over time.
- Limiting the risk and temptation of market timing.
Our portfolio construction process comprises 3 steps:
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.
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