close

What are you looking for?

INVESTMENTS RESOURCES

Brochures

Investment solutions for corporate entities

Post-retirement Medical Liability

Investment solutions for retirement funds

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)

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

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

Economic and market commentary

Economic and market commentary (pdf)

Archive - Smoothed bonus portfolios

2025

January

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

Smooth Growth Fund (Global) (pdf)

Universal Smart Guarantee +3 (pdf)

Multi-manager Smooth Growth Fund Global (pdf)

Smooth-Edge Fund (pdf)

Universal Smooth Growth Fund (pdf)

Universal Fifty Smooth Return Fund (pdf)

March

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

Smooth Growth Fund (Global) (pdf)

Universal Smart Guarantee +3 (pdf)

Multi-manager Smooth Growth Fund Global (pdf)

Smooth-Edge Fund (pdf)

Momentum Multi-Manager Secure Growth Fund (closed) (pdf)

Universal Smooth Growth Fund (pdf)

Universal Multi-Manager Smooth Growth Fund (Open) (pdf)

Universal Fifty Smooth Return Fund (pdf)

April

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

Smooth Growth Fund (Global) (pdf)

Universal Smart Guarantee +3 (pdf)

Multi-manager Smooth Growth Fund Global (pdf)

Smooth-Edge Fund (pdf)

Momentum Multi-Manager Secure Growth Fund (closed) (pdf)

Universal Smooth Growth Fund (pdf)

Universal Multi-Manager Smooth Growth Fund (Open) (pdf)

Universal Fifty Smooth Return Fund (pdf)

May

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

Smooth Growth Fund (Global) (pdf)

Universal Smart Guarantee +3 (pdf)

Multi-manager Smooth Growth Fund Global (pdf)

Smooth-Edge Fund (pdf)

Momentum Multi-Manager Secure Growth Fund (closed) (pdf)

Universal Smooth Growth Fund (pdf)

Universal Multi-Manager Smooth Growth Fund (Open) (pdf)

Universal Fifty Smooth Return Fund (pdf)

2024

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 Smart Guarantee +3 (pdf)

Universal Multi Manager Smooth Growth Fund Global (pdf)

Smooth-Edge Fund (pdf)

Universal Smooth Growth Fund (pdf)

Universal Fifty Smooth Return Fund (pdf)

Februay

Smooth-Edge Fund (pdf)

Universal Smooth Growth Fund (pdf)

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

Smooth Growth Fund Global (pdf)

Multi-Manager Smooth Growth Fund Global (pdf)

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

Universal Smart Guarantee +3 (pdf)

Multi-manager Secure Growth Fund (pdf)

Universal Fifty Smooth return Fund (pdf)

March

Smooth-Edge Fund (pdf)

Universal Smooth Growth Fund (pdf)

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

Smooth Growth Fund Global (pdf)

Multi-Manager Smooth Growth Fund Global (pdf)

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

Universal Smart Guarantee +3 (pdf)

Multi-manager Secure Growth Fund (pdf)

Universal Fifty Smooth return Fund (pdf)

April

Smooth-Edge Fund (pdf)

Universal Smooth Growth Fund (pdf)

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

Smooth Growth Fund Global (pdf)

Multi-Manager Smooth Growth Fund Global (pdf)

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

Universal Smart Guarantee +3 (pdf)

Multi-manager Secure Growth Fund (pdf)

Universal Fifty Smooth return Fund (pdf)

May

Smooth-Edge Fund (pdf)

Universal Smooth Growth Fund (pdf)

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

Smooth Growth Fund Global (pdf)

Multi-Manager Smooth Growth Fund Global (pdf)

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

Universal Smart Guarantee +3 (pdf)

Multi-manager Secure Growth Fund (pdf)

Universal Fifty Smooth return Fund (pdf)

June

Smooth-Edge Fund (pdf)

Universal Smooth Growth Fund (pdf)

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

Smooth Growth Fund Global (pdf)

Multi-Manager Smooth Growth Fund Global (pdf)

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

Multi-manager Secure Growth Fund (pdf)

Universal Fifty Smooth return Fund (pdf)

July

Smooth-Edge Fund (pdf)

Universal Smooth Growth Fund (pdf)

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

Smooth Growth Fund Global (pdf)

Multi-Manager Smooth Growth Fund Global (pdf)

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

Universal Smart Guarantee +3 (pdf)

Multi-manager Secure Growth Fund (pdf)

Universal Fifty Smooth return Fund (pdf)

August

Smooth-Edge Fund (pdf)

Universal Smooth Growth Fund (pdf)

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

Smooth Growth Fund Global (pdf)

Multi-Manager Smooth Growth Fund Global (pdf)

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

Universal Smart Guarantee +3 (pdf)

Multi-manager Secure Growth Fund (pdf)

Universal Fifty Smooth return Fund (pdf)

September

Smooth-Edge Fund (pdf)

Universal Smooth Growth Fund (pdf)

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

Smooth Growth Fund Global (pdf)

Multi-Manager Smooth Growth Fund Global (pdf)

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

Universal Smart Guarantee +3 (pdf)

Multi-manager Secure Growth Fund (pdf)

Universal Fifty Smooth return Fund (pdf)

October

Smooth-Edge Fund (pdf)

Universal Smooth Growth Fund (pdf)

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

Smooth Growth Fund Global (pdf)

Multi-Manager Smooth Growth Fund Global (pdf)

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

Universal Smart Guarantee +3 (pdf)

Multi-manager Secure Growth Fund (pdf)

Universal Fifty Smooth return Fund (pdf)

November

Momentum Universal Smart Guarantee +3 (pdf)

December

Smooth-Edge Fund (pdf)

Universal Smooth Growth Fund (pdf)

Universal Multi Manager Smooth Growth Fund Global (pdf)

Smooth Growth Fund Global (pdf)

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

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

Universal Smart Guarantee +3 (pdf)

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

Universal Fifty Smooth Return Fund (pdf)

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

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

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 Fifty Smooth Return Fund (pdf)

Universal Multi Manager Smooth Growth Fund Global (pdf)

Universal Smooth Growth Fund (pdf)

December

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)

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)

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)

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

2025

January

Momentum Institutional Enhanced Yield Fund (pdf)

February

Momentum Institutional Enhanced Yield Fund (pdf)

March

Momentum Institutional Enhanced Yield Fund (pdf)

April

Momentum Institutional Enhanced Yield Fund (pdf)

May

Momentum Institutional Enhanced Yield Fund (pdf)

2024

January

Momentum Institutional Enhanced Yield Fund (pdf)

Global Managed Fund (pdf)

Money Market Fund (pdf)

February

Global Managed Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

March

Global Managed Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

April

Global Managed Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

June

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

Momentum Institutional Enhanced Yield Fund (pdf)

November

Global Managed Fund (pdf)

Momentum institutional enhanced yield fund (pdf)

Money Market Fund (pdf)

December

Momentum Institutional Enhanced Yield Fund (pdf)

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)

September

Momentum Institutional Enhanced Yield Fund (pdf)

November

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

December

Global Managed Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

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)

September

Momentum Institutional Enhanced Yield Fund (pdf)

November

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

December

Global Managed Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market 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)

Money Market Fund (pdf)

Optimum Growth Fund (pdf)

April

Global Managed Fund (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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

November

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)

December

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)

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)

Moderate Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

May

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)

Metropolitan Lesotho Diversified Growth (pdf)

Metropolitan Lesotho Growth (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)

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)

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)

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)

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)

Moderate Fund (pdf)

Momentum Institutional Enhanced Yield Fund (pdf)

Money Market Fund (pdf)

Optimum Growth Fund (pdf)

2018

January

Fixed Interest Fund - Lesotho (pdf)

Global Managed Fund (pdf)

Global Managed Fund - Lesotho (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)

Optimum Growth Fund (pdf)

February

Fixed Interest Fund - Lesotho (pdf)

Global Managed Fund (pdf)

Global Managed Fund - Lesotho (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)

Optimum Growth Fund (pdf)

March

Fixed Interest Fund - Lesotho (pdf)

Global Managed Fund (pdf)

Global Managed Fund - Lesotho (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)

Optimum Growth Fund (pdf)

April

Fixed Interest Fund - Lesotho (pdf)

Global Managed Fund (pdf)

Global Managed Fund - Lesotho (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)

Optimum Growth Fund (pdf)

May

Fixed Interest Fund - Lesotho (pdf)

Global Managed Fund (pdf)

Global Managed Fund - Lesotho (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)

Optimum Growth Fund (pdf)

June

Fixed Interest Fund - Lesotho (pdf)

Global Managed Fund (pdf)

Global Managed Fund - Lesotho ( (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)

Optimum Growth Fund (pdf)

July

Fixed Interest Fund - Lesotho (pdf)

Global Managed Fund (pdf)

Global Managed Fund - Lesotho (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)

Optimum Growth Fund (pdf)

August

Fixed Interest Fund - Lesotho (pdf)

Global Managed Fund (pdf)

Global Managed Fund - Lesotho (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)

Optimum Growth Fund (pdf)

September

Fixed Interest Fund - Lesotho (pdf)

Money Market Fund - Lesotho (pdf)

Global Managed Fund - Lesotho (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)

INVESTMENTS RESOURCES

Quarterly reports

Most recent reports

2025

Quarter 1 - Smooth Bonus fund (pdf)

Archive

2025

Quarter 1 - Smooth Bonus fund (pdf)

2024

Quarter 4 - Smooth Bonus fund (pdf)

Quarter 3 - Smooth Bonus fund (pdf)

Quarter 2 - Smooth Bonus fund (pdf)

Quarter 1 - Smooth Bonus fund (pdf)

2023

Quarter 4 - Smooth Bonus fund (pdf)

Quarter 3 - Smooth Bonus fund (pdf)

Quarter 2 - Smooth Bonus fund (pdf)

Quarter 1 - Smooth Bonus fund (pdf)

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 - 100% Guaranteed (effective January 2024) (pdf)

Customer summary of PPFM - Partially Guaranteed (effective January 2024) (pdf)

Customer summary of PPFM - Smoothing only (effective January 2024) (pdf)

PPFM - 100% Guaranteed (effective January 2024) (pdf)

PPFM - Partially Guaranteed (effective January 2024) (pdf)

PPFM - Smoothing only (effective January 2024) (pdf)

We and our selected partners use cookies to enhance and personalise your experience on our website. Please see our cookie policy for more information.

To enhance your user experience on our site, learn more about our supported browsers

Your browser's cookies are disabled. Enable cookies to ensure our website functions correctly. View our Privacy Notice.