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Smart beta investments

Our smart beta equity investments offer you the benefits of active and passive investing. These portfolios aim to achieve benchmark-outperforming returns at lower fees than what is associated with traditional equity portfolios.
We achieve this by following a rules-based process to identify shares that are likely to outperform due to having trending, value or quality attributes.

Portfolio outcomes icon in red.

Portfolio outcomes

returns Capital growth

Investment horizon icon in red.

Investment horizon

3 to 7 years

Risk icon in red.


Medium to high

Smart beta investments and your portfolio

Smart beta portfolios have similar risk and return profiles compared to traditional equity portfolios. What sets our smart beta portfolios apart is the distinct investment styles allowing you to diversify over a combination of smart beta portfolios. A blended solution should result in portfolios with similar returns in the medium to long term, but at lower risk.

Smart beta
portfolio range

Trending Equity

Equity market risk
3 to 7 years

Value Equity

Equity market risk
3 to 7 years

Our investing philosophy and process

We measure success by returns relative to the FTSE/JSE Capped Shareholder-weighted All-Share Index over three-year rolling periods.

Each of our smart beta portfolios has its own underlying philosophy that determines what shares are held.

Trending equity
Our strategy is based on the phenomenon that investments that have performed well tend to continue to perform well and investments that have performed poorly often continue to perform poorly.

Value equity
The roots of value investing are found inthe well-known truism ‘buy low and sell high’. Opportunities often arise due to excessive negative (or positive) sentiment that creates opportunities for buying (or selling) shares when prices are out of line with fair values.

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


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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