Site url: https://www.momentum.co.za/momentum/business/resource-centre/corporate-investments
Pagecontext: org.apache.jasper.runtime.PageContextImpl@2531df9c
NameValue
breadcrumb.start.level3
param.sharing.scope.{http://www.ibm.com/xmlns/prod/datatype/content}ibm.portal.sharing.scope.page
param.sharing.scope.{http://www.ibm.com/xmlns/prod/datatype/content/resource-collections}ibm.portal.sharing.scope.page
param.sharing.scope.{http://www.ibm.com/xmlns/prod/websphere/portal/v8.0/portal-contextual-portal}ibm.portal.sharing.scope.page
wcm.template.oidZ6_48GC1K80O0FH90QS83FHN530K6
flush.cache?20200708
param.sharing.scope.{http://www.ibm.com/xmlns/prod/websphere/portal/publicparams}path-infoibm.portal.sharing.scope.page
breadcrumb.enabledtrue
hero.imagetrue
param.template.pageZ6_48GC1K80O0FH90QS83FHN530K6
param.sharing.scope.{http://www.ibm.com/xmlns/prod/websphere/portal/v7.0/portal-contextual-portal}ibm.portal.sharing.scope.page
hide.from.menutrue
dynamic.sitemapfalse
param.sharing.scope.{http://ibm.connections.com/portlet}ibm.portal.sharing.scope.page
label.namebusiness
sitecontext:business
ibm.template.oidZ6_48GC1K80O0FH90QS83FHN530K6
menu
Individual | Corporate Contact us Log in
search
error
Momentum Corporate
  • Momentum Corporate
  • About us
  • FundsAtWork
  • Group Insurance
  • Investments
  • Annuities
  • Momentum Retirement Administrators
  • Multiply for Corporates
  • Smart Solutions
Resource Centre
Top resources
Momentum Corporate
About us FundsAtWork Group Insurance Investments Annuities Momentum Retirement Administrators Multiply for Corporates Employee Financial Wellbeing Smart Solutions


What are you looking for?

INVESTMENTS RESOURCES

Fund fact sheets

Latest

Capital protection products
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)

Market-linked products
Global Managed Fund (pdf)
Metropolitan Namibia Growth (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 Namibia Money Market (pdf)
Optimum Growth Fund (pdf)

Economic and market commentary
Economic and market commentary (pdf)


Archive - Capital protection products

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)

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

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)

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

2020
Quarter 2 - Smooth Bonus fund (pdf)
Quarter 1 - Smooth Bonus fund (pdf)


Archive

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)

We use cookies to provide the best experience. View our Cookie Policy.

Close
Internet Explorer is out of date. Update your browser to ensure our website functions correctly.
Close

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

Close

We use cookies to provide the best experience. View our Cookie Policy.

Close
Internet Explorer is out of date. Update your browser to ensure our website functions correctly.
Close

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

Close