Investment and savings plan

1. Investments for individuals
You’re ready to keep your money safe and grow your wealth. The question is, what are the
most suitable investment options in South Africa for your unique needs? Whether you want to
invest a lump sum amount or build savings monthly, with our wide range of savings plans and
investment solutions, we can help you achieve your financial goals.
​ checkFlexible savings plans and tax-efficient investment options.
​ checkYour trusted investment partner growing wealth since 1966.
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YOU AND YOUR FAMILY
Start your investment journey today
It’s never too late to start saving and investing. No matter what your goals are, we’re here to get
you going.
Your life journey

2. You want to invest but don't know where to start. Where you are in your life journey can help you
decide on the most suitable investment options through life’s stages from starting a career
through to managing your retirement income.
How to invest
Investing for your needs
We can help you invest money for a specific goal, whether it be for your children's education, a
rainy day fund, your first home, a new car or that dream holiday or to simply grow your money.
Select investment goal
Create your wealth
You're a seasoned investor. You want particular investment solutions such as unit trusts,
offshore investments, alternative investments and guaranteed income solutions to grow your
wealth and diversify your portfolio.
View investment solutions
Momentum investment product solutions
Whatever your financial goals, our investment solutions are tailor-made to help turn your dreams
into reality. Start investing today with a lump-sum amount or regular monthly payments.
Momentum Wealth
Whether you're looking to build and grow your wealth, protect your money or get an income from
your investment, we offer a range of personal investment solutions you can tailor to meet your
investment needs and achieve your goals.

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Momentum Wealth International
Build and grow your wealth with our flexible range of offshore investment solutions, giving you
access to global currencies and markets.
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Momentum Investo
Grow your money with committed savings plans designed to cater for all your savings needs
from saving for a specific term, retirement annuities, and tax-efficient endowment policies.
Learn more
Momentum Collective Investments
We offer unit trusts across all major asset classes. We have a range of local and global unit
trusts to suit your personal investment needs and goals.

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Investment expertise underpinned by our values and
philosophy
We offer a wide spectrum of investment services and solutions to both individual and
institutional investors. Our technology and processes ensure we not only improve the probability
of delivering on our investment promises, but also provide clients with innovative platforms,
giving them complete oversight of their investments at all times.
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Fact sheets
Also known as minimum disclosure documents, which are short documents containing key
information about a unit trust fund to assist you in understanding the objective of the unit trust
and its associated risks.
Learn more
Thought leadership
We bring you some of our latest thinking on investments and portfolio construction from our
investment team.

5. Learn more
Outcome-based investing
The outcome-based investing philosophy is based on the knowledge that each client is unique,
which is why we help construct investment portfolios or funds based on what you want to
achieve, how much you have to invest and when you need the money by.
Learn more
Responsible investing
We’re a signatory to the United Nations-supported Principles for Responsible Investment (PRI),
which is an international network of investors working together to put the 6 Principles for
Responsible Investment into practice.
Learn more
Understanding behavioural patterns to help you make better investment
decisions
Momentum Investments has adopted the BASIC™ framework in diagnosing, measuring and
tracking behavioural interventions that will help you make better investment decisions. When we
think of behavioural problems, we need to think ’ABCD’.
Learn more
Partnering with you on your investment journey

6. Your trusted financial
partner
We are committed to helping you fulfil your lifelong financial needs.
Growing your wealth
since 1966

7. We’ve built enduring partnerships, and have been helping individuals and businesses to make
informed choices about their money since 1966.
More than R550 billion in
assets under management
Clients trust us to manage a staggering R550 billion on their behalf.
Why choose Momentum Investments?
77
investment professionals
604
years experience with Momentum
144

8. academic qualifications
1016
years of investment experience
R608
billion in assets under management
64
sales staff
197
enablement staff
315
service and operations staff
Get a financial advisor to help you start saving money today.
Meet the team

9. Our diverse team is experienced in a range of wealth management disciplines, giving you the
specialist advice you need – all in one place.
Jeanette Marais
DEPUTY CEO: MOMENTUM METROPOLITAN HOLDINGS CEO: MOMENTUM INVESTMENTS
BSc, MBA (IMD), Programme for Executive Development (IMD Switzerland), Direct Marketing
Diploma, Diploma in Financial Markets, Financial Services Marketing Diploma
Learn more
Retirement funds – Trustee newsletter
Get the latest information on your investments all in one place.

10. We’ll also give you interesting tax tips, useful ideas on how to maximise your retirement and
more.
Learn more
Effective annual cost (EAC) calculator
The effective annual cost (EAC) is a measure introduced by Asia enabling consumers and
advisers to compare charges and their effect on investment returns across retail investments
and savings products. The EAC highlights the different role players involved in the investment
and the effect of each of their fees over the investment term.
Learn more
For advisers and businesses
Financial advisers
You're a financial adviser, looking for practical tools, insights and customised solutions to help
you meet and address your clients' financial needs and help them achieve their goals effectively.
Learn more
Investments for businesses
You're looking for a broad range of innovative investment solutions to meet the financial needs
of a retirement fund or business.
Learn more
Need financial advice?

11. With sound financial planning, a financial advisor can help you get started, avoid costly mistakes
and grow your money.
Find an adviser Request a call back
Resources for individuals
Brochures
Fact sheets
Forms
Contact Investments and Savings
Momentum Wealth
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12. Momentum Wealth International
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Investo
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Momentum Collective Investments
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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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