Momentum Wealth Investment Series
With the widest range of underlying investment funds from leading national and international fund managers, our investment series includes the investment and retirement products listed below.
Speak to your financial adviser before you invest. Your financial adviser will help you decide if one or more of these investment products fit into your overall financial plan. If you don't have a financial adviser, leave your details and we will call you back.
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The Flexible Investment Option is designed to give you the freedom to tailor your investment to meet your objectives and risk strategy. It does not have any regulatory restrictions.
It allows you to diversify and minimise risk by blending a wide range of investment components. You can adjust your investment as your needs change.
You can also find out more by downloading the Momentum Wealth Flexible Investment option brochure.
The Flexible Endowment Option is designed to help you save toward your investment objectives over the medium to long term.
It gives you the freedom to:
- Tailor your investment according to your investment objectives and risk profile.
- Diversify your investment and minimise risk by blending a vast range of investment components in one portfolio.
- Take advantage of tax and estate planning benefits.
- Adjust your portfolio as your needs change.
You can also find out more by downloading the Momentum Wealth Flexible Endowment option brochure.
The Traded Endowment Option is a traded (second-hand) endowment with no product term or liquidity constraints. It gives you the freedom to tailor your investment according to your investment objectives and risk profile
It also offers you the opportunity to diversify your investment and minimise risk by blending a wide range of investment components in one portfolio. You can adjust your portfolio as your needs change.
You can also find out more by downloading the Momentum Wealth Traded Endowment option brochure.
The Retirement Annuity Option is a long-term investment product designed to help you save for your retirement in a structured and tax-efficient way. With this option, you can build up your savings during your working years so that you have enough income to enjoy a comfortable standard of living when you retire.
As an added benefit, you can choose from a wide range of investment components to suit your needs and personal circumstances. You can adjust your portfolio as your needs change.
You can also find out more by downloading the Momentum Wealth Retirement Annuity option brochure.
The Retirement Preservation Option is a specialised savings vehicle designed to help you preserve your retirement benefits in a provident preservation or a pension preservation fund when changing employers. This will make sure that your retirement planning remains on track. You can transfer your benefit from a pension fund into a pension preservation fund or from a provident fund into a provident preservation or pension preservation fund.
As an added benefit, you can choose from a wide range of investment components to suit your needs and personal circumstances. If these needs change, you can adjust your portfolio at any time.
You can also find out more by downloading the Momentum Wealth Retirement Preservation option brochure.
The Retirement Income Option is a living annuity designed to help you grow your retirement savings while providing you with a regular drawdown after you retire. This is a flexible post-retirement investment that allows you to participate in the market during your retirement, with the added benefit of choosing a personalised drawdown rate.
More importantly, you can choose from a wide range of investment components to suit your needs and personal circumstances. If your needs change, you can adjust your portfolio at any time.
You can also find out more by downloading the Momentum Wealth Retirement Income option brochure.
The IEO is an insurance product that offers South African investors with a tax efficient way to invest internationally for a minimum period of five years. In addition to the wide range of international funds and share portfolios available for investment, the IEO also allows for flexibility in estate planning.
You can also find out more by downloading the Momentum Wealth International Endowment option.
This guide gives you important information on how to manage your investment with us.
You can also find out more by downloading the Momentum Wealth Investor Guides.
These schedules explain the fees applicable to our investment products.
- You can also find out more by downloading the Momentum Wealth Local Fee Schedule
- You can also find out more by downloading the Momentum Wealth International Fee Schedule(IEO)
This guide gives you legal and tax information you should consider when investing.
You can also find out more by downloading the Momentum Wealth Legal and Tax Considerations for Investments.
Investment solutions for all life stages
For updates to the Momentum Wealth platform and for access to fund fact sheets, unit trust updates, performance summaries and money market rates, consult our Wealth funds section.
Wealth fundsFor help with creating and protecting your wealth
- Speak to your registered financial adviser
- Call our ShareCall on 0860 546 533
- Email wealthservice@momentum.co.za