Specialist investments
Our specialist investments consist of multi-asset-class portfolios aimed at your unique investment needs. Investment mandates are combined to maximise the probability of delivering benchmark-outperforming returns at the lowest possible risk. We do this by combining diversified investment management strategies and styles within each specialist portfolio.
Portfolio range
Target equity
High risk
3 to 5 years
Classic equity
High risk
3 to 5 years
Absolute strategies
Low to medium risk
4 years
Real return
Low risk
3 years
Multiple balance
Medium risk
5 years
Flexible bonds
Extra high risk
5 to 7 years
Listed property
Medium to high risk
5+ years
Money market
Low risk
6-12 months
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.