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Quicklinks
  • Research & Insights
  • Responsible investing
  • Resource centre
  • Fact sheets
  • About us
Do you want to explore offshore investing opportunities? Get suitable investment solutions to meet your offshore investing needs and build your wealth.
Our investment specialists are able to develop innovative solutions that can maximise the potential growth of your investments.

Invest with us - local and offshore investing

We offer a diverse range of investment and retirement solutions, with access to local and global investment markets to suit all investment needs.

Whether you want to create and grow your wealth, protect it, or earn an income from it, we have a personal investment solution for you on your journey to success.

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Retirement

Invest towards your financial independence or choose from our range of investment and income solutions if you’re close to retirement.

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Unit trusts

Invest in unit trusts across all major asset classes. We have a range of local unit trusts and offshore unit trusts to suit your personal investment needs and goals.

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Tax-free investing

Use our investment solutions to optimise tax incentives when investing towards a brighter financial future.

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Offshore investing

Explore offshore investing opportunities to broaden your horizons and diversify your investment portfolio.


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Invest online

We’ve made it easy to start investing for your specific goals, whether it’s for your first car, home, children’s education or for a rainy day – it’s a click away.

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Earn an income

Earn an income from your wealth. Choose from a wide range of income solutions to guarantee the income payments for a specified period or for the rest of
your life.

  • Who we are
  • The team
  • Research and insights
  • Transformation
  • Legal & Compliance

Who we are

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Innovation, excellence, integrity, accountability, team work and diversity are our values, underlying our primary purpose, which is to help clients stay invested.

The team

Research and insights

Transformation

Legal & Compliance

Media centre

What are you looking for?

NOVEMBER 2023

Momentum Investments and Stellenbosch University partner in machine learning research

Momentum Investments is proud to announce the creation of the Momentum Investments Research Chair (Professorship) for research into machine learning in finance.

SEPTEMBER 2023

Momentum Investments and Robeco launch partnership in Southern Africa

The strategic partnership between Momentum Investments and Robeco deepens the portfolio integration in quantitative equity products and research.

AUGUST 2023

Ferdi van Heerden appointed as CEO of Momentum Investments

Momentum Metropolitan has appointed Ferdi van Heerden as CEO of Momentum Investments, effective 1 September 2023. Ferdi will succeed Jeanette Marais, who has recently been appointed as Group CEO.

Retail portfolio solutions

Ronnie Bornman, portfolio manager, gives an update on and an outlook for retail portfolio solutions.

Outcome-based solutions

Learn how our investment team remains anchored in our outcome-based investing philosophy and process.

Investment Research



Monetary Policy Review: More caution over interest rates

Due to better electricity supply, the SARB revised its real (GDP) and potential growth estimates for 2024 and 2025 up from the October 2023 MPR.

Food inflation dip drives headline figure lower to 5.3% in March

A document prepared by our macro research team on the latest figures for consumer price inflation.


Consumer pulse: First quarter 2024

The Consumer pulse report, prepared by our macro research team, assesses the position and sentiment of the South African consumer.

Latest events

Explore global equity with the 'Magnificent Eleven' | March 2024

After a whirlwind year for global developed market shares in 2023, what will 2024 hold in store, and will the 'Magnificent 7' continue to reign supreme? We hosted a webinar discussing our outlook for global equity markets, the 'Magnificent Eleven' investment managers and where they are finding opportunities, and two funds for the long run – the Momentum GF Global Equity Fund and Momentum GF Global Sustainable Equity Fund.

MFP Outcome Matters | March 2024

At this year’s MFP Outcome Matters event, our panel discussed emerging trends driving growth, opportunities across the different asset classes, risk-managing strategies, technology, and innovation.

Need financial advice?

A financial adviser can help you with a financial plan to start your investment journey.

Contact us

Local investing: Momentum Wealth




Office hours are Monday to Friday from 08:00 to 17:00.

Offshore investing: Momentum Wealth International





Office hours are Monday to Friday from 08:00 to 16:00 (Central Africa Time). Unavailable on weekends.

Unit trusts





Office hours are Monday to Friday from 08:00 to 17:00.

Institutional investing





Office hours are Monday to Friday from 08:00 to 17:00.

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