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What are you looking for?

INVESTMENTS RESOURCES

Brochures

Investment solutions for corporate entities

Post-retirement Medical Liability

Investment solutions for retirement funds

Momentum Corporate Smoothed Bonus portfolios (pdf)

Multi-Manager Smooth Bonus products (pdf)

Momentum Smooth-Edge Fund (pdf)

Universal Fifty Smooth Return Fund (pdf)

Universal Fifty Smooth Return Fund technical guide (pdf)

Market value adjustment guide (pdf)

INVESTMENTS RESOURCES

Fund fact sheets

Latest

Smoothed bonus portfolios

100% protected - partially vesting

Open

Smooth-Edge Fund (pdf)

Universal Smooth Growth Fund (pdf)

Universal Multi-manager Smooth Growth Fund (pdf)

Closed

Smooth Growth Fund Global (pdf)

Multi-manager Smooth Growth Fund Global (pdf)

Multi-manager Smooth Growth Fund Global Bonus Series 2020 (pdf)

100% protected - fully vesting

Open

Universal Smart Guarantee +3 (pdf)

Closed

Multi-manager Secure Growth Fund (pdf)

Partially protected

Open

Universal Fifty Smooth Return Fund (pdf)

Market-linked products

Global Managed Fund (pdf)

Metropolitan Namibia Growth (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

Metropolitan Namibia Money Market (pdf)

Optimum Growth Fund (pdf)

Economic and market commentary

Economic and market commentary (pdf)

Archive - Smoothed bonus portfolios

2023

January

Momentum Universal Smart Guarantee +3 (pdf)

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Global Bonus Series) (pdf)

Smooth Growth Fund (Global) (pdf)

Universal Multi Manager Smooth Growth Fund Global (pdf)

Universal Smooth-Edge (pdf)

Universal Smooth Growth Fund (pdf)

Februay

Momentum Universal Smart Guarantee +3 (pdf)

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Smooth Growth Fund (Global) (pdf)

Universal Multi Manager Smooth Growth Fund Global (pdf)

Universal Smooth-Edge (pdf)

Universal Smooth Growth Fund (pdf)

March

Momentum Universal Smart Guarantee +3 (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Global Bonus Series) (pdf)

Smooth Growth Fund (Global) (pdf)

Universal Multi Manager Smooth Growth Fund Global (pdf)

Universal Smooth-Edge (pdf)

Universal Smooth Growth Fund (pdf)

April

Momentum Universal Smart Guarantee +3 (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Global Bonus Series) (pdf)

Smooth Growth Fund (Global) (pdf)

Universal Fifty Smooth Return Fund (pdf)

Universal Multi Manager Smooth Growth Fund Global (pdf)

Universal Fifty Smooth Return Fund (pdf)

Universal Smooth-Edge (pdf)

Universal Smooth Growth Fund (pdf)

May

Momentum Universal Smart Guarantee +3 (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Global Bonus Series) (pdf)

Smooth Growth Fund (Global) (pdf)

Universal Fifty Smooth Return Fund (pdf)

Universal Multi Manager Smooth Growth Fund Global (pdf)

Universal Smooth Growth Fund (pdf)

June

Momentum Universal Smart Guarantee +3 (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Global Bonus Series) (pdf)

Smooth Growth Fund (Global) (pdf)

Universal Fifty Smooth Return Fund (pdf)

Universal Multi Manager Smooth Growth Fund Global (pdf)

Universal Smooth Growth Fund (pdf)

July

Momentum Universal Smart Guarantee +3 (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Global Bonus Series) (pdf)

Smooth Growth Fund (Global) (pdf)

Universal Fifty Smooth Return Fund (pdf)

Universal Multi Manager Smooth Growth Fund Global (pdf)

Universal Smooth Growth Fund (pdf)

August

Momentum Universal Smart Guarantee +3 (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Global Bonus Series) (pdf)

Smooth Growth Fund (Global) (pdf)

Universal Fifty Smooth Return Fund (pdf)

Universal Multi Manager Smooth Growth Fund Global (pdf)

Universal Smooth Growth Fund (pdf)

September

Momentum Universal Smart Guarantee +3 (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Global Bonus Series) (pdf)

Smooth Growth Fund (Global) (pdf)

Universal Fifty Smooth Return Fund (pdf)

Universal Multi Manager Smooth Growth Fund Global (pdf)

Universal Smooth Growth Fund (pdf)

October

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Global Bonus Series) (pdf)

Smooth-Edge Fund (pdf)

Smooth Growth Fund (Global) (pdf)

Universal Fifty Smooth Return Fund (pdf)

Universal Multi Manager Smooth Growth Fund Global (pdf)

Universal Smooth Growth Fund (pdf)

2022

January

Momentum Universal Smart Guarantee +3 (pdf)

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Global Bonus Series) (pdf)

Smooth Growth Fund (Global) (pdf)

Universal Multi Manager Smooth Growth Fund Global (pdf)

Universal Smooth-Edge (pdf)

Universal Smooth Growth Fund (pdf)

Februay

Momentum Universal Smart Guarantee +3 (pdf)

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Smooth Growth Fund (Global) (pdf)

Universal Multi Manager Smooth Growth Fund Global (pdf)

Universal Smooth-Edge (pdf)

Universal Smooth Growth Fund (pdf)

March

Momentum Universal Smart Guarantee +3 (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Global Bonus Series) (pdf)

Smooth Growth Fund (Global) (pdf)

Universal Multi Manager Smooth Growth Fund Global (pdf)

Universal Smooth-Edge (pdf)

Universal Smooth Growth Fund (pdf)

April

Momentum Universal Smart Guarantee +3 (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Global Bonus Series) (pdf)

Smooth Growth Fund (Global) (pdf)

Universal Multi Manager Smooth Growth Fund Global (pdf)

Universal Smooth-Edge (pdf)

Universal Smooth Growth Fund (pdf)

May

Momentum Universal Smart Guarantee +3 (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Global Bonus Series) (pdf)

Smooth Growth Fund (Global) (pdf)

Universal Multi Manager Smooth Growth Fund Global (pdf)

Universal Smooth-Edge (pdf)

Universal Smooth Growth Fund (pdf)

June

Momentum Universal Smart Guarantee +3 (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Global Bonus Series) (pdf)

Smooth Growth Fund (Global) (pdf)

Universal Multi Manager Smooth Growth Fund Global (pdf)

Universal Smooth-Edge (pdf)

Universal Smooth Growth Fund (pdf)

July

Momentum Universal Smart Guarantee +3 (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Global Bonus Series) (pdf)

Smooth Growth Fund (Global) (pdf)

Universal Multi Manager Smooth Growth Fund Global (pdf)

Universal Smooth-Edge (pdf)

Universal Smooth Growth Fund (pdf)

August

Momentum Universal Smart Guarantee +3 (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Global Bonus Series) (pdf)

Smooth Growth Fund (Global) (pdf)

Universal Multi Manager Smooth Growth Fund Global (pdf)

Universal Smooth-Edge (pdf)

Universal Smooth Growth Fund (pdf)

September

Momentum Universal Smart Guarantee +3 (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Global Bonus Series) (pdf)

Smooth Growth Fund (Global) (pdf)

Universal Multi Manager Smooth Growth Fund Global (pdf)

Universal Smooth-Edge (pdf)

Universal Smooth Growth Fund (pdf)

October

Momentum Universal Smart Guarantee +3 (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Global Bonus Series) (pdf)

Smooth-Edge Fund (pdf)

Smooth Growth Fund (Global) (pdf)

Universal Multi Manager Smooth Growth Fund Global (pdf)

Universal Smooth-Edge (pdf)

Universal Smooth Growth Fund (pdf)

November

Momentum Universal Smart Guarantee +3 (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Global Bonus Series) (pdf)

Smooth-Edge Fund (pdf)

Smooth Growth Fund (Global) (pdf)

Universal Multi Manager Smooth Growth Fund Global (pdf)

Universal Smooth-Edge (pdf)

Universal Smooth Growth Fund (pdf)

December

Momentum Universal Smart Guarantee +3 (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Global Bonus Series) (pdf)

Smooth-Edge Fund (pdf)

Smooth Growth Fund (Global) (pdf)

Universal Multi Manager Smooth Growth Fund Global (pdf)

Universal Smooth-Edge (pdf)

Universal Smooth Growth Fund (pdf)

2021

January

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Global Bonus Series) (pdf)

Smooth Growth Fund (Global) (pdf)

Universal Multi Manager Smooth Growth Fund Global (pdf)

Universal Smooth-Edge (pdf)

Universal Smooth Growth Fund (pdf)

March

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Global Bonus Series) (pdf)

Smooth Growth Fund (Global) (pdf)

Universal Multi Manager Smooth Growth Fund Global (pdf)

Universal Smooth-Edge (pdf)

Universal Smooth Growth Fund (pdf)

April

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Global Bonus Series) (pdf)

Smooth Growth Fund (Global) (pdf)

Universal Multi Manager Smooth Growth Fund Global (pdf)

Universal Smooth-Edge (pdf)

Universal Smooth Growth Fund (pdf)

May

Momentum Universal Smart Guarantee +3 (pdf)

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Secure Growth Fund (pdf)

Multi-manager Smooth Growth Fund Global (2020 Bonus Series) (pdf)

Smooth Growth Fund (Global) (pdf)

Universal Multi Manager Smooth Growth Fund (pdf)

Universal Smooth-Edge Fund (pdf)

Universal Smooth Growth Fund (pdf)

June

Momentum Universal Smart Guarantee +3 (pdf)

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Secure Growth Fund (pdf)

Multi-manager Smooth Growth Fund Global (2020 Bonus Series) (pdf)

Smooth Growth Fund (Global) (pdf)

Universal Multi Manager Smooth Growth Fund (pdf)

Universal Smooth-Edge Fund (pdf)

Universal Smooth Growth Fund (pdf)

July

Momentum Universal Smart Guarantee +3 (pdf)

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Secure Growth Fund (pdf)

Multi-manager Smooth Growth Fund Global (2020 Bonus Series) (pdf)

Smooth Growth Fund (Global) (pdf)

Universal Multi Manager Smooth Growth Fund (pdf)

Universal Smooth-Edge Fund (pdf)

Universal Smooth Growth Fund (pdf)

August

Momentum Universal Smart Guarantee +3 (pdf)

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Secure Growth Fund (pdf)

Multi-manager Smooth Growth Fund Global (2020 Bonus Series) (pdf)

Smooth Growth Fund (Global) (pdf)

Universal Multi Manager Smooth Growth Fund (pdf)

Universal Smooth-Edge Fund (pdf)

Universal Smooth Growth Fund (pdf)

September

Momentum Universal Smart Guarantee +3 (pdf)

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Secure Growth Fund (pdf)

Multi-manager Smooth Growth Fund Global (2020 Bonus Series) (pdf)

Smooth Growth Fund (Global) (pdf)

Universal Multi Manager Smooth Growth Fund (pdf)

Universal Smooth-Edge Fund (pdf)

Universal Smooth Growth Fund (pdf)

October

Momentum Universal Smart Guarantee +3 (pdf)

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Secure Growth Fund (pdf)

Multi-manager Smooth Growth Fund Global (2020 Bonus Series) (pdf)

Smooth Growth Fund (Global) (pdf)

Universal Multi Manager Smooth Growth Fund (pdf)

Universal Smooth-Edge Fund (pdf)

Universal Smooth Growth Fund (pdf)

November

Momentum Universal Smart Guarantee +3 (pdf)

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Secure Growth Fund (pdf)

Multi-manager Smooth Growth Fund Global (2020 Bonus Series) (pdf)

Smooth Growth Fund (Global) (pdf)

Universal Multi Manager Smooth Growth Fund (pdf)

Universal Smooth-Edge Fund (pdf)

Universal Smooth Growth Fund (pdf)

December

Momentum Universal Smart Guarantee +3 (pdf)

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Secure Growth Fund (pdf)

Multi-manager Smooth Growth Fund Global (2020 Bonus Series) (pdf)

Smooth Growth Fund (Global) (pdf)

Universal Multi Manager Smooth Growth Fund (pdf)

Universal Smooth-Edge Fund (pdf)

Universal Smooth Growth Fund (pdf)

2020

January

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Local) (pdf)

Smooth Growth Fund (Global) (pdf)

February

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Local) (pdf)

Smooth Growth Fund (Global) (pdf)

March

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Local) (pdf)

Smooth Growth Fund (Global) (pdf)

Momentum Smart Guarantee +3 (pdf)

May

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Local) (pdf)

Smooth Growth Fund (Global) (pdf)

June

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Local) (pdf)

Smooth Growth Fund (Global) (pdf)

Universal Multi Manager Smooth Growth Fund Global (pdf)

Universal Smooth-Edge (pdf)

Universal Smooth Growth Fund (pdf)

July

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Local) (pdf)

Smooth Growth Fund (Global) (pdf)

Universal Multi Manager Smooth Growth Fund Global (pdf)

Universal Smooth-Edge (pdf)

Universal Smooth Growth Fund (pdf)

August

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Local) (pdf)

Smooth Growth Fund (Global) (pdf)

Universal Multi Manager Smooth Growth Fund Global (pdf)

Universal Smooth-Edge (pdf)

Universal Smooth Growth Fund (pdf)

September

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Local) (pdf)

Smooth Growth Fund (Global) (pdf)

Universal Multi Manager Smooth Growth Fund Global (pdf)

Universal Smooth-Edge (pdf)

Universal Smooth Growth Fund (pdf)

October

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Global Bonus Series) (pdf)

Smooth Growth Fund (Global) (pdf)

Universal Multi Manager Smooth Growth Fund Global (pdf)

Universal Smooth-Edge (pdf)

Universal Smooth Growth Fund (pdf)

November

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Global Bonus Series) (pdf)

Smooth Growth Fund (Global) (pdf)

Universal Multi Manager Smooth Growth Fund Global (pdf)

Universal Smooth-Edge (pdf)

Universal Smooth Growth Fund (pdf)

December

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Global Bonus Series) (pdf)

Smooth Growth Fund (Global) (pdf)

Universal Multi Manager Smooth Growth Fund Global (pdf)

Universal Smooth-Edge (pdf)

Universal Smooth Growth Fund (pdf)

2019

January

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Local) (pdf)

Smooth Growth Fund (Global) (pdf)

February

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Local) (pdf)

Smooth Growth Fund (Global) (pdf)

March

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Local) (pdf)

Smooth Growth Fund (Global) (pdf)

April

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Local) (pdf)

Smooth Growth Fund (Global) (pdf)

May

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Local) (pdf)

Smooth Growth Fund (Global) (pdf)

June

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Local) (pdf)

Smooth Growth Fund (Global) (pdf)

July

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Local) (pdf)

Smooth Growth Fund (Global) (pdf)

August

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Local) (pdf)

Smooth Growth Fund (Global) (pdf)

September

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Local) (pdf)

Smooth Growth Fund (Global) (pdf)

October

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Local) (pdf)

Smooth Growth Fund (Global) (pdf)

November

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Local) (pdf)

Smooth Growth Fund (Global) (pdf)

December

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Local) (pdf)

Smooth Growth Fund (Global) (pdf)

2018

January

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Local) (pdf)

Multi-manager Secure Growth Fund (Global) bonus (pdf)

Smooth Growth Fund (Global) (pdf)

Momentum Smart Guaranteed +3 Fund (pdf)

February

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Local) (pdf)

Multi-manager Secure Growth Fund (Global) bonus (pdf)

Smooth Growth Fund (Global) (pdf)

Momentum Smart Guaranteed +3 Fund (pdf)

March

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Local) (pdf)

Multi-manager Secure Growth Fund (Global) bonus (pdf)

Smooth Growth Fund (Global) (pdf)

Momentum Smart Guaranteed +3 Fund (pdf)

April

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Local) (pdf)

Multi-manager Secure Growth Fund (Global) bonus (pdf)

Smooth Growth Fund (Global) (pdf)

Momentum Smart Guaranteed +3 Fund (pdf)

May

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Local) (pdf)

Multi-manager Secure Growth Fund (Global) bonus (pdf)

Smooth Growth Fund (Global) (pdf)

Momentum Smart Guaranteed +3 Fund (pdf)

June

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Local) (pdf)

Multi-manager Secure Growth Fund (Global) bonus (pdf)

Smooth Growth Fund (Global) (pdf)

July

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Local) (pdf)

Multi-manager Secure Growth Fund (Global) bonus (pdf)

Smooth Growth Fund (Global) (pdf)

August

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Local) (pdf)

Multi-manager Secure Growth Fund (Global) bonus (pdf)

Smooth Growth Fund (Global) (pdf)

September

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Local) (pdf)

Multi-manager Secure Growth Fund (Global) bonus (pdf)

Smooth Growth Fund (Global) (pdf)

October

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Local) (pdf)

Multi-manager Secure Growth Fund (Global) bonus (pdf)

Smooth Growth Fund (Global) (pdf)

November

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Local) (pdf)

Multi-manager Secure Growth Fund (Global) bonus (pdf)

Smooth Growth Fund (Global) (pdf)

December

Multi-manager Smooth Growth Fund (Global) (pdf)

Multi-manager Secure Growth Fund (Global) (pdf)

Multi-manager Smooth Growth Fund (Local) (pdf)

Smooth Growth Fund (Global) (pdf)

Archive - Market-linked products

2023

January

Global Managed Fund (pdf)

Money Market Fund (pdf)

Optimum Growth Fund (pdf)

February

Global Managed Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

Optimum Growth Fund (pdf)

March

Global Managed Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

Optimum Growth Fund (pdf)

April

Global Managed Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

Optimum Growth Fund (pdf)

July

Momentum Institutional Enhanced Yield Fund (pdf)

2022

January

Global Managed Fund (pdf)

Cash Fund (pdf)

Conservative Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

February

Global Managed Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

Optimum Growth Fund (pdf)

March

Global Managed Fund (pdf)

Metropolitan Namibia Growth (pdf)

Metropolitan Namibia Money Market (pdf)

Money Market Fund (pdf)

Optimum Growth Fund (pdf)

April

Global Managed Fund (pdf)

Metropolitan Namibia Growth (pdf)

Metropolitan Namibia Money Market (pdf)

Money Market Fund (pdf)

Optimum Growth Fund (pdf)

May

Global Managed Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

Optimum Growth Fund (pdf)

June

Global Managed Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

Optimum Growth Fund (pdf)

July

Global Managed Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

Optimum Growth Fund (pdf)

August

Global Managed Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

Optimum Growth Fund (pdf)

September

Global Managed Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

Optimum Growth Fund (pdf)

October

Global Managed Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

Optimum Growth Fund (pdf)

November

Global Managed Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

Optimum Growth Fund (pdf)

December

Global Managed Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

Optimum Growth Fund (pdf)

2021

January

Aggressive Fund ( (pdf)

Global Managed Fund (pdf)

Kagiso Domestic Balanced Fund (pdf)

Cash Fund (pdf)

Conservative Fund (pdf)

Moderate Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

Optimum Growth Fund (pdf)

Metropolitan Namibia Growth (pdf)

Metropolitan Namibia Money Market (pdf)

February

Aggressive Fund ( (pdf)

Global Managed Fund (pdf)

Kagiso Domestic Balanced Fund (pdf)

Cash Fund (pdf)

Conservative Fund (pdf)

Moderate Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

Optimum Growth Fund (pdf)

Metropolitan Namibia Growth (pdf)

Metropolitan Namibia Money Market (pdf)

March

Aggressive Fund ( (pdf)

Global Managed Fund (pdf)

Kagiso Domestic Balanced Fund (pdf)

Cash Fund (pdf)

Conservative Fund (pdf)

Moderate Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

Optimum Growth Fund (pdf)

Metropolitan Namibia Growth (pdf)

Metropolitan Namibia Money Market (pdf)

April

Aggressive Fund ( (pdf)

Global Managed Fund (pdf)

Kagiso Domestic Balanced Fund (pdf)

Cash Fund (pdf)

Conservative Fund (pdf)

Moderate Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

Optimum Growth Fund (pdf)

Metropolitan Namibia Growth (pdf)

Metropolitan Namibia Money Market (pdf)

May

Aggressive Fund ( (pdf)

Global Managed Fund (pdf)

Kagiso Domestic Balanced Fund (pdf)

Cash Fund (pdf)

Conservative Fund (pdf)

Moderate Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

Optimum Growth Fund (pdf)

Metropolitan Namibia Growth (pdf)

Metropolitan Namibia Money Market (pdf)

June

Global Managed Fund (pdf)

Cash Fund (pdf)

Conservative Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

Optimum Growth Fund (pdf)

Metropolitan Namibia Growth (pdf)

Metropolitan Namibia Money Market (pdf)

July

Global Managed Fund (pdf)

Cash Fund (pdf)

Conservative Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

Optimum Growth Fund (pdf)

Metropolitan Namibia Growth (pdf)

Metropolitan Namibia Money Market (pdf)

August

Global Managed Fund (pdf)

Cash Fund (pdf)

Conservative Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

Optimum Growth Fund (pdf)

Metropolitan Namibia Growth (pdf)

Metropolitan Namibia Money Market (pdf)

September

Global Managed Fund (pdf)

Cash Fund (pdf)

Conservative Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

Optimum Growth Fund (pdf)

Metropolitan Namibia Growth (pdf)

Metropolitan Namibia Money Market (pdf)

October

Global Managed Fund (pdf)

Cash Fund (pdf)

Conservative Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

Optimum Growth Fund (pdf)

Metropolitan Namibia Growth (pdf)

Metropolitan Namibia Money Market (pdf)

November

Global Managed Fund (pdf)

Cash Fund (pdf)

Conservative Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

Optimum Growth Fund (pdf)

Metropolitan Namibia Growth (pdf)

Metropolitan Namibia Money Market (pdf)

December

Global Managed Fund (pdf)

Cash Fund (pdf)

Conservative Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

Optimum Growth Fund (pdf)

Metropolitan Namibia Growth (pdf)

Metropolitan Namibia Money Market (pdf)

2020

January

Aggressive Fund ( (pdf)

Global Managed Fund (pdf)

Kagiso Domestic Balanced Fund (pdf)

Cash Fund (pdf)

Conservative Fund (pdf)

Moderate Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

Optimum Growth Fund (pdf)

February

Aggressive Fund ( (pdf)

Global Managed Fund (pdf)

Kagiso Domestic Balanced Fund (pdf)

Cash Fund (pdf)

Conservative Fund (pdf)

Metropolitan Namibia Growth (pdf)

Metropolitan Namibia Money Market (pdf)

Moderate Fund (pdf)

Money Market Fund (pdf)

Optimum Growth Fund (pdf)

March

Aggressive Fund ( (pdf)

Global Managed Fund (pdf)

Kagiso Domestic Balanced Fund (pdf)

Cash Fund (pdf)

Conservative Fund (pdf)

Metropolitan Namibia Growth (pdf)

Metropolitan Namibia Money Market (pdf)

Moderate Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

Optimum Growth Fund (pdf)

April

Aggressive Fund ( (pdf)

Global Managed Fund (pdf)

Kagiso Domestic Balanced Fund (pdf)

Cash Fund (pdf)

Conservative Fund (pdf)

Metropolitan Namibia Growth (pdf)

Metropolitan Namibia Money Market (pdf)

Moderate Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

Optimum Growth Fund (pdf)

May

Aggressive Fund (pdf)

Global Managed Fund (pdf)

Kagiso Domestic Balanced Fund (pdf)

Cash Fund (pdf)

Conservative Fund (pdf)

Metropolitan Namibia Growth (pdf)

Metropolitan Namibia Money Market (pdf)

Moderate Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

Optimum Growth Fund (pdf)

June

Aggressive Fund (pdf)

Global Managed Fund (pdf)

Kagiso Domestic Balanced Fund (pdf)

Cash Fund (pdf)

Conservative Fund (pdf)

Metropolitan Namibia Growth (pdf)

Metropolitan Namibia Money Market (pdf)

Moderate Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

Optimum Growth Fund (pdf)

July

Aggressive Fund (pdf)

Global Managed Fund (pdf)

Kagiso Domestic Balanced Fund (pdf)

Cash Fund (pdf)

Conservative Fund (pdf)

Metropolitan Namibia Growth (pdf)

Metropolitan Namibia Money Market (pdf)

Moderate Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

Optimum Growth Fund (pdf)

September

Aggressive Fund (pdf)

Global Managed Fund (pdf)

Kagiso Domestic Balanced Fund (pdf)

Cash Fund (pdf)

Conservative Fund (pdf)

Metropolitan Namibia Growth (pdf)

Metropolitan Namibia Money Market (pdf)

Moderate Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

Optimum Growth Fund (pdf)

October

Aggressive Fund (pdf)

Global Managed Fund (pdf)

Kagiso Domestic Balanced Fund (pdf)

Cash Fund (pdf)

Conservative Fund (pdf)

Metropolitan Namibia Growth (pdf)

Metropolitan Namibia Money Market (pdf)

Moderate Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

Optimum Growth Fund (pdf)

November

Aggressive Fund (pdf)

Global Managed Fund (pdf)

Kagiso Domestic Balanced Fund (pdf)

Cash Fund (pdf)

Conservative Fund (pdf)

Metropolitan Namibia Growth (pdf)

Metropolitan Namibia Money Market (pdf)

Moderate Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

Optimum Growth Fund (pdf)

December

Aggressive Fund (pdf)

Global Managed Fund (pdf)

Kagiso Domestic Balanced Fund (pdf)

Cash Fund (pdf)

Conservative Fund (pdf)

Metropolitan Namibia Growth (pdf)

Metropolitan Namibia Money Market (pdf)

Moderate Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

Optimum Growth Fund (pdf)

2019

January

Momentum Institutional Enhanced Yield Fund (pdf)

Kagiso Domestic Balanced Fund (pdf)

Aggressive Fund (pdf)

Cash Fund (pdf)

Conservative Fund (pdf)

Moderate Fund (pdf)

Money Market Fund (pdf)

Global Managed Fund ( (pdf)

Global Managed Fund - Swaziland (pdf)

Optimum Growth Fund (pdf)

February

Momentum Institutional Enhanced Yield Fund (pdf)

Global Managed Fund (pdf)

Cash Fund (pdf)

Money Market Fund (pdf)

Optimum Growth Fund (pdf)

Kagiso Domestic Balanced Fund (pdf)

Aggressive Fund ( (pdf)

Moderate Fund (pdf)

March

Momentum Institutional Enhanced Yield Fund (pdf)

Global Managed Fund (pdf)

Cash Fund (pdf)

Money Market Fund (pdf)

Optimum Growth Fund (pdf)

Kagiso Domestic Balanced Fund (pdf)

Aggressive Fund (pdf)

Conservative Fund (pdf)

Moderate Fund (pdf)

Lesotho Diversified Growth (pdf)

Metropolitan Lesotho Diversified Growth (pdf)

April

Aggressive Fund (pdf)

Cash Fund (pdf)

Conservative Fund (pdf)

Lesotho Diversified Growth (pdf)

Metropolitan Lesotho Diversified Growth (pdf)

Metropolitan Namibia Growth (pdf)

Metropolitan Namibia Money Market (pdf)

Moderate Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

May

Global Managed Fund (pdf)

Metropolitan Namibia Growth (pdf)

Global Managed Fund - Swaziland (pdf)

Kagiso Domestic Balanced Fund (pdf)

Aggressive Fund (pdf)

Cash Fund (pdf)

Conservative Fund (pdf)

Moderate Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

Metropolitan Lesotho Diversified Growth (pdf)

Metropolitan Lesotho Growth (pdf)

Metropolitan Namibia Money Market (pdf)

Optimum Growth Fund (pdf)

June

Global Managed Fund - Swaziland (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Metropolitan Lesotho Diversified Growth (pdf)

Metropolitan Lesotho Growth (pdf)

Metropolitan Namibia Growth (pdf)

Metropolitan Namibia Money Market (pdf)

Global Managed Fund (pdf)

Kagiso Domestic Balanced Fund (pdf)

Aggressive Fund (pdf)

Cash Fund (pdf)

Conservative Fund (pdf)

Moderate Fund (pdf)

Optimum Growth Fund (pdf)

July

Aggressive Fund (pdf)

Global Managed Fund (pdf)

Metropolitan Lesotho Diversified Growth (pdf)

Metropolitan Lesotho Growth (pdf)

Global Managed Fund - Swaziland (pdf)

Kagiso Domestic Balanced Fund (pdf)

Cash Fund (pdf)

Conservative Fund (pdf)

Metropolitan Namibia Money Market (pdf)

Moderate Fund (pdf)

Money Market Fund (pdf)

Optimum Growth Fund (pdf)

August

Aggressive Fund (pdf)

Global Managed Fund (pdf)

Kagiso Domestic Balanced Fund (pdf)

Cash Fund (pdf)

Conservative Fund (pdf)

Moderate Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

Optimum Growth Fund (pdf)

September

Aggressive Fund (pdf)

Global Managed Fund (pdf)

Kagiso Domestic Balanced Fund (pdf)

Cash Fund (pdf)

Conservative Fund (pdf)

Moderate Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

Optimum Growth Fund (pdf)

October

Aggressive Fund (pdf)

Global Managed Fund (pdf)

Global Managed Fund Swaziland (pdf)

Kagiso Domestic Balanced Fund (pdf)

Cash Fund (pdf)

Conservative Fund (pdf)

Metropolitan Namibia Growth (pdf)

Metropolitan Namibia Money Market (pdf)

Moderate Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

Optimum Growth Fund (pdf)

November

Aggressive Fund (pdf)

Global Managed Fund (pdf)

Global Managed Fund Swaziland (pdf)

Kagiso Domestic Balanced Fund (pdf)

Cash Fund (pdf)

Conservative Fund (pdf)

Metropolitan Namibia Growth (pdf)

Metropolitan Namibia Money Market (pdf)

Moderate Fund (pdf)

Money Market Fund (pdf)

Optimum Growth Fund (pdf)

December

Aggressive Fund (pdf)

Global Managed Fund (pdf)

Global Managed Fund Swaziland (pdf)

Kagiso Domestic Balanced Fund (pdf)

Cash Fund (pdf)

Conservative Fund (pdf)

Metropolitan Namibia Growth (pdf)

Metropolitan Namibia Money Market (pdf)

Moderate Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

Optimum Growth Fund (pdf)

2018

January

Absolute Return Fund - Namibia (pdf)

Fixed Interest Fund - Lesotho (pdf)

Global Managed Fund (pdf)

Global Managed Fund - Lesotho (pdf)

Global Managed Fund - Namibia (pdf)

Global Managed Fund - Swaziland (pdf)

Kagiso Domestic Balanced Fund (pdf)

Aggressive Fund (pdf)

Cash Fund (pdf)

Conservative Fund (pdf)

Moderate Fund (pdf)

Money Market Fund - Lesotho (pdf)

Money Market Fund - Namibia (pdf)

Optimum Growth Fund (pdf)

February

Absolute Return Fund - Namibia (pdf)

Fixed Interest Fund - Lesotho (pdf)

Global Managed Fund (pdf)

Global Managed Fund - Lesotho (pdf)

Global Managed Fund - Namibia (pdf)

Global Managed Fund - Swaziland (pdf)

Kagiso Domestic Balanced Fund (pdf)

Aggressive Fund (pdf)

Cash Fund (pdf)

Conservative Fund (pdf)

Moderate Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

Money Market Fund - Lesotho (pdf)

Money Market Fund - Namibia (pdf)

Optimum Growth Fund (pdf)

March

Absolute Return Fund - Namibia (pdf)

Fixed Interest Fund - Lesotho (pdf)

Global Managed Fund (pdf)

Global Managed Fund - Lesotho (pdf)

Global Managed Fund - Namibia (pdf)

Global Managed Fund - Swaziland (pdf)

Kagiso Domestic Balanced Fund (pdf)

Aggressive Fund (pdf)

Cash Fund (pdf)

Conservative Fund (pdf)

Moderate Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

Money Market Fund - Lesotho (pdf)

Money Market Fund - Namibia (pdf)

Optimum Growth Fund (pdf)

April

Absolute Return Fund - Namibia (pdf)

Fixed Interest Fund - Lesotho (pdf)

Global Managed Fund (pdf)

Global Managed Fund - Lesotho (pdf)

Global Managed Fund - Namibia (pdf)

Global Managed Fund - Swaziland (pdf)

Kagiso Domestic Balanced Fund (pdf)

Aggressive Fund (pdf)

Cash Fund (pdf)

Conservative Fund (pdf)

Moderate Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

Money Market Fund - Lesotho (pdf)

Money Market Fund - Namibia (pdf)

Optimum Growth Fund (pdf)

May

Absolute Return Fund - Namibia (pdf)

Fixed Interest Fund - Lesotho (pdf)

Global Managed Fund (pdf)

Global Managed Fund - Lesotho (pdf)

Global Managed Fund - Namibia (pdf)

Global Managed Fund - Swaziland (pdf)

Kagiso Domestic Balanced Fund (pdf)

Aggressive Fund (pdf)

Cash Fund (pdf)

Conservative Fund (pdf)

Moderate Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

Money Market Fund - Lesotho (pdf)

Money Market Fund - Namibia (pdf)

Optimum Growth Fund (pdf)

June

Absolute Return Fund - Namibia (pdf)

Fixed Interest Fund - Lesotho (pdf)

Global Managed Fund (pdf)

Global Managed Fund - Lesotho ( (pdf)

Global Managed Fund - Namibia (pdf)

Global Managed Fund - Swaziland (pdf)

Kagiso Domestic Balanced Fund (pdf)

Aggressive Fund (pdf)

Cash Fund (pdf)

Conservative Fund (pdf)

Moderate Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

Money Market Fund - Lesotho (pdf)

Money Market Fund - Namibia (pdf)

Optimum Growth Fund (pdf)

July

Absolute Return Fund - Namibia (pdf)

Fixed Interest Fund - Lesotho (pdf)

Global Managed Fund (pdf)

Global Managed Fund - Lesotho (pdf)

Global Managed Fund - Namibia (pdf)

Global Managed Fund - Swaziland (pdf)

Kagiso Domestic Balanced Fund (pdf)

Aggressive Fund (pdf)

Cash Fund (pdf)

Conservative Fund (pdf)

Moderate Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

Money Market Fund - Lesotho (pdf)

Money Market Fund - Namibia (pdf)

Optimum Growth Fund (pdf)

August

Absolute Return Fund - Namibia (pdf)

Fixed Interest Fund - Lesotho (pdf)

Global Managed Fund (pdf)

Global Managed Fund - Lesotho (pdf)

Global Managed Fund - Namibia (pdf)

Global Managed Fund - Swaziland (pdf)

Kagiso Domestic Balanced Fund (pdf)

Aggressive Fund (pdf)

Cash Fund (pdf)

Conservative Fund (pdf)

Moderate Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

Money Market Fund - Lesotho (pdf)

Money Market Fund - Namibia (pdf)

Optimum Growth Fund (pdf)

September

Fixed Interest Fund - Lesotho (pdf)

Money Market Fund - Lesotho (pdf)

Money Market Fund - Namibia (pdf)

Global Managed Fund - Lesotho (pdf)

Global Managed Fund - Namibia (pdf)

Global Managed Fund - Swaziland (pdf)

Global Managed Fund (pdf)

Money Market Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Cash Fund (pdf)

Kagiso Domestic Balanced Fund (pdf)

Conservative Fund (pdf)

Aggressive Fund (pdf)

Moderate Fund (pdf)

Optimum Growth Fund (pdf)

October

Global Managed Fund (pdf)

Kagiso Domestic Balanced Fund (pdf)

Aggressive Fund (pdf)

Cash Fund (pdf)

Conservative Fund (pdf)

Moderate Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

Optimum Growth Fund (pdf)

Fixed Interest Fund - Lesotho (pdf)

Global Managed Fund - Lesotho (pdf)

Global Managed Fund - Namibia (pdf)

Global Managed Fund - Swaziland (pdf)

Money Market Fund - Lesotho (pdf)

Money Market Fund - Namibia (pdf)

November

Global Managed Fund (pdf)

Aggressive Fund (pdf)

Cash Fund (pdf)

Conservative Fund (pdf)

Moderate Fund (pdf)

Money Market Fund (pdf)

Optimum Growth Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Fixed Interest Fund - Lesotho (pdf)

Global Managed Fund - Lesotho (pdf)

Global Managed Fund - Namibia (pdf)

Global Managed Fund - Swaziland (pdf)

Kagiso Domestic Balanced Fund (pdf)

Money Market Fund - Lesotho (pdf)

Money Market Fund - Namibia (pdf)

December

Momentum Institutional Enhanced Yield Fund (pdf)

Kagiso Domestic Balanced Fund (pdf)

Aggressive Fund (pdf)

Cash Fund (pdf)

Conservative Fund (pdf)

Moderate Fund (pdf)

Money Market Fund (pdf)

Global Managed Fund (pdf)

Global Managed Fund - Swaziland (pdf)

Optimum Growth Fund (pdf)

Money Market Fund - Namibia (pdf)

INVESTMENTS RESOURCES

Quarterly reports

Most recent reports

2023

Quarter 3 - Smooth Bonus fund (pdf)

Quarter 2 - Smooth Bonus fund (pdf)

Quarter 1 - Smooth Bonus fund (pdf)

Archive

2022

Quarter 4 - Smooth Bonus fund (pdf)

Quarter 3 - Smooth Bonus fund (pdf)

Quarter 2 - Smooth Bonus fund (pdf)

Quarter 1 - Smooth Bonus fund (pdf)

2021

Quarter 4 - Smooth Bonus fund (pdf)

Quarter 3 - Smooth Bonus fund (pdf)

Quarter 2 - Smooth Bonus fund (pdf)

Quarter 1 - Smooth Bonus fund (pdf)

2020

Quarter 4 - Smooth Bonus fund (pdf)

Quarter 3 - Smooth Bonus fund (pdf)

Quarter 2 - Smooth Bonus fund (pdf)

Quarter 1 - Smooth Bonus fund (pdf)

2019

Quarter 4 - Smooth Bonus fund (pdf)

Quarter 3 - Smooth Bonus fund (pdf)

Quarter 2 - Smooth Bonus fund (pdf)

Quarter 1 - Smooth Bonus fund (pdf)

2018

Quarter 4 - Smooth Bonus fund (pdf)

Quarter 3 - Smooth Bonus fund (pdf)

Quarter 2 - Smooth Bonus fund (pdf)

Quarter 1 - Smooth Bonus fund (pdf)

2017

Quarter 4 - Smooth Bonus fund (pdf)

Quarter 3 - Smooth Bonus fund (pdf)

Quarter 2 - Smooth Bonus fund (pdf)

Quarter 1 - Smooth Bonus fund (pdf)

2016

Quarter 4 - Smooth Bonus fund (pdf)

Quarter 3 - Smooth Bonus fund (pdf)

Quarter 2 - Smooth Bonus fund (pdf)

Quarter 1 - Smooth Bonus fund (pdf)

2015

Quarter 4 - Smooth Bonus fund (pdf)

Quarter 3 - Smooth Bonus fund (pdf)

Quarter 2 - Smooth Bonus fund (pdf)

Quarter 1 - Smooth Bonus fund (pdf)

2014

Quarter 4 - Smooth Bonus fund (pdf)

Quarter 3 - Smooth Bonus fund (pdf)

Quarter 2 - Smooth Bonus fund (pdf)

Quarter 1 - Smooth Bonus fund (pdf)

2013

Quarter 4 - Smooth Growth fund (pdf)

Quarter 4 - Multi-manager Smooth Growth fund (pdf)

Quarter 3 - Smooth Growth fund (pdf)

Quarter 3 - Multi-manager Smooth Growth fund (pdf)

Quarter 2 - Smooth Growth fund (pdf)

Quarter 2 - Multi-manager Smooth Growth fund (pdf)

Quarter 1 - Smooth Growth fund (pdf)

Quarter 1 - Multi-manager Smooth Growth fund (pdf)

2012

Quarter 4 - Smooth Growth fund (pdf)

Quarter 4 - Multi-manager Smooth Growth fund (pdf)

Quarter 3 - Smooth Growth fund (pdf)

Quarter 3 - Multi-manager Smooth Growth fund (pdf)

Quarter 2 - Smooth Growth fund (pdf)

Quarter 2 - Multi-manager Smooth Growth fund (pdf)

Quarter 1 - Smooth Growth fund (pdf)

Quarter 1 - Multi-manager Smooth Growth fund (pdf)

INVESTMENTS RESOURCES

Principles and Practices of Financial Management

Smoothed Bonus Portfolios

Customer summary of PPFM – Universal Fifty Smooth Return Fund – Effective March 2022 (pdf)

PPFM – Universal Fifty Smooth Return Fund – Effective March 2022 (pdf)

Customer summary of PPFM - Smooth Bonus Products - Effective June 2020 (pdf)

Customer summary of PPFM - Multi-Manager Smooth Growth Fund Range - Effective June 2020 (pdf)

PPFM - Multi-Manager Smooth Growth Fund Range - Effective June 2020 (pdf)

PPFM - Smooth Bonus Products - Effective June 2020 (pdf)

INVESTMENTS RESOURCES 1

Disclosures

Smoothed Bonus Portfolios

Universal Fifty Smooth Return Fund disclosure (pdf)

Smooth bonus disclosure (pdf)

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