Site url: https://www.momentum.co.za/momentum/business/institutional-investing/single-asset-class-investments/index-tracker-investments
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A honeycombed steel structure covering a curved glass skyscraper reflecting the blue sky.

Index tracker investments

Our index tracker investments are designed to tightly track their benchmark indices at a low cost. Investment horizons are similar to those of traditional equity investments. As an investor, you’ll be exposed to market risk, but not share-specific risk.

Porfolio outcomes icon in red.

Portfolio outcomes

Benchmark returns
Capital growth

Investment horizon icon in red.

Investment horizon

3 to 7 years


Risk icon in red.

Risk

Medium to high


Index tracker investments and
your portfolio

Our index trackers are suitable for investors who want low-cost exposure to an equity index and certainty that returns will be in line with the benchmark.

It makes sense for retirement funds to index a component of their portfolios, as with expanding size, liquidity becomes an issue and hence adding value through share selection becomes challenging.

Index trackers portfolio range

Capped SWIX All Share Index

Benchmark risk
3 to 7 years

Top 40 Index


Benchmark risk
3 to 7 years

Mid & Small
Cap Index

Benchmark risk
3 to 7 years

Real Growth
Property Index

Benchmark risk
3 to 7 years

Our investing philosophy and process

We measure success by returns relative to the applicable benchmark. Portfolio returns should be in line with benchmark returns.

The following set of beliefs encapsulates our index tracker philosophy:

  • Markets are largely efficient and shares normally trade at prices where they should, reflecting all available information and views of market participants, allowing index trackers to be highly competitive from cost, return and risk perspectives.

  • An index tracker is a vital tool to use alongside (as opposed to ‘instead of’) active investments to achieve the desired investment outcome.

  • A robust investment process is key to delivering consistent returns.

While our investment process mostly involves index replication, we use optimisation techniques and derivatives where it makes sense for efficient portfolio management.

Outcome-based investing

We place your investment needs at the centre of our investment process so that your financial goals are aligned to your investment outcomes.





Responsible investing

We define responsible investing (RI) as an investment process that includes environmental, social and governance (ESG) factors into our process. Issues like increasing regulation, the growing need for risk mitigation and a heightened social conscience can be addressed by integrating ESG factors into our investment process.

Rules and regulations

Our multi-asset-class portfolios are complaint with Regulation 28 of the Pension Funds Act.

Financial Sector Conduct Authority (FSCA) logo.

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) logo.



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.

Our portfolio managers

Loftie Botha

Portfolio manager



BEng Industrial, BCom (Hons) Investment Management, MCom Business Management

Industry experience: 26 years

Imtiaz Mohammed Alli

Assistant portfolio manager




BCom

Industry experience: 16 years

Contact investments for businesses

General enquiries



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

Wayne Dennehy




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

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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