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Fund fact sheets

Our fund fact sheets are monthly investment portfolio one-pagers that capture important information for you, including:

  • Asset allocation
  • Market performance
  • Top holdings

View our fund availability list.


Investment Returns Open
Momentum Default Lifestage Open
Outcome Based Lifestages options Open
Flexible range Open
Enhanced range Open
Classic range Open
Target range Open
Passive range Open
Other portfolios Open
Economic and Market Commentary Open

Quarterly Product commentary



Contact details: FAWInvestmentQueries@momentum.co.za


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Speak to us for customised financial solutions tailored to your business and staff needs.

Contact centre
0860 657 585
Fax
012 675 3970
clientcontactcentre@momentum.co.za