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Investment management

We know you have unique needs on your journey to success that is why Momentum has different options for you.

Multi-manager

We focus on designing, building, and managing outcome-based investment strategies, which are delivered through single- and multi-asset portfolios and tailored client solutions.

Asset management

We offer a diverse range of capabilities, including expertise in fixed income (both locally and globally) and systematic strategies. We deliver investment performance by combining global expertise with a local focus.

What we offer

We offer investment strategies and solutions across different investment styles, and assets to accommodate our clients' varying risk tolerance, capital, styles, preferences, and time frames.

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Unit trusts

Our unit trusts are an easy way to grow your money. Get easy, cost-efficient access to blue chip companies through shares, property and bonds that aren’t usually available to direct investors.

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Institutional investing platform

Our institutional investment platform is for investors who prefer to design customised investment portfolios. Through our platform, institutional clients can construct and tailor portfolios to suit their needs.

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Responsible investing

Responsible investing is part of our core belief. Sustainable and responsible investment practices are a material factor underpinning our long-term success.

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Legal and compliance

Compliance is an important part of investment management. We apply strict compliance to rules and mandate limits in your investments.

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Transformation

If you're an asset consultant, trustee or the principal officer of a retirement fund, looking for retirement solutions for your fund members or clients, Momentum Investment Management has a broad and dynamic range of investment offerings, (multi-management, fixed-income, systematic strategies and alternative investments) to guide you through some of the most innovative investment strategies under the sun.

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The Research Hive

We administer and construct tailored portfolio solutions to fit clients’ unique requirements. Our experienced team, state-of-the-art systems and robust governance structure enable us to provide portfolio administration services such as daily unitisation, pricing of portfolios, cash flow management and optimised rebalancing with ease.

Resource centre

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Global markets navigate Trump tariffs

A report by our head of asset allocation, Herman van Papendorp, reviewing market returns for the second quarter of 2025 and providing a summary of our asset class views for the next year.

Economies at a glance for June 2025

A document consisting of an easy-to-read chartbook of what is happening in the economy and a snapshot of the index returns for the month.

Economic outlook | July 2025

A report by our economics research desk on the outlook for the economy.


JULY 2024

Heartfelt partnerships: Pioneering cardiac care for children in need

Momentum Investments, in collaboration with the health business of Momentum Group Limited, is proud to partner with the Nelson Mandela Children’s Hospital for a transformative initiative.

NOVEMBER 2023

Momentum Investments and Stellenbosch University partner in machine learning research

Momentum Investments is proud to announce the creation of the Momentum Investments Research Chair (Professorship) for research into machine learning in finance.

SEPTEMBER 2023

Momentum Investments and Robeco launch partnership in Southern Africa

The strategic partnership between Momentum Investments and Robeco deepens the portfolio integration in quantitative equity products and research.

Financial market outlook: July 2025

Our head of asset allocation, Herman van Papendorp, on the outlook for financial markets.

Financial market outlook: April 2025

Our head of asset allocation, Herman van Papendorp, on the outlook for financial markets.

Investment Moments


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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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