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page.keywordsInvestments, Savings, Savings plan, Saving for retirement, Discretionary fund management, Investment portfolio
A business investor leaning against a staircase railing, looking out a glass paneled window.

Investments for businesses

Our dedicated team of investment specialists are able to help you achieve the financial goals of a retirement fund or business.

Our investing philosophy

Our investment approach means constructing a portfolio that is capable of meeting an investor’s needs.

Outcome-based investing

Our outcome-based investing philosophy places the investor's needs at the centre of the investment process, allowing us to align your investment with your financial goals.

Responsible investing

We consider the environmental, social and governance risk of investments to be relevant to the achieving your investment goals - across all asset classes, sectors, markets and through time.

Our investment solutions

Our investment solutions include multi- and single-asset-class solutions, as well as specialist portfolios, offering you a broad range of investment strategies with access to various asset classes.

Multi-asset-class portfolios

Our multi-asset-class investments have proven track records, and reflect the latest investment thinking to match your investment needs.

Single-asset-class portfolios

You can choose any one or a combination of our single-asset-class portfolios, which consist of our best-of-class investment mandates for each asset class or strategy.

Specialist portfolios

Using our outcome-based investing philosophy our specialist investments cater to a variety of needs and can be used to complete or complement your current investment approach.

Global portfolios

Our global investment management company continues to evolve within an ever-changing investment landscape and focuses on tailored solutions for a diverse client base.

Our investment services

You can access even more solutions through our investment platform and corporate wrappers.

Investment platform

Our institutional investment platform is for investors who prefer customised portfolios. It allows clients to combine and tailor investment portfolios to meet their specific needs.

Corporate wrappers

Get professional, corporate wrapped investment structuring and benefit from reduced and flat management fees, to maximise on your returns.

Phambili programme

Empowering unemployed youth through access to education, whilst creating a pipeline of talent to be absorbed into the organisation.

Internship programme

We are committed to creating opportunities and developing talent in the investment management industry, and that is why we launched our internship programme called ‘Phambili’.

Close up view of the nautilus shell on the inside.

Bursary programme

The bursary programme feeds into the Phambili internship programme and is aimed at students who want to work within an investment business in the future. The bursary covers full tuition fees, textbooks, and accommodation. After successful graduation, there’s opportunity for the graduates to join Momentum Investments as an intern.

Applications for 2023 are now closed.

Meet the team

We have an experienced team that can deliver a high level of service to you. We aim to build a long-term relationship with you, by listening to you and considering your needs.

Ferdi van Heerden


AMP (Advanced Management Programme) from INSEAD (France), Diploma in General Management from Reading University (Henley Business School), Member of the Chartered Institute for Securities and Investments (MCSI)

For advisers and individuals

Financial advisers

You're a financial adviser, looking for practical tools, insights and customised solutions to help you meet and address your clients' financial needs and goals effectively.

Investments for Individuals

You're a new or existing investor looking to start or view your portfolio. Or, for expert advice on how to structure your portfolio for maximum growth.

Why choose Momentum Investments?


(of which R100bn is direct institutional)

In assets under management

1.96x CAR

(R15bn excess statutory reserves)

Balance sheet strength


Good corporate citizen

7 000

Unit prices produced daily






Direct supporting intermediaries


Direct institutional clients

Contact investments for businesses

General enquiries

Office hours are Monday to Friday from 08:00 to 17:00.

Wayne Dennehy

Office hours are Monday to Friday from 08:00 to 17:00.

Momentum Investments is part of Momentum Metropolitan Life Limited, an authorised financial services (FSP6406) and registered credit provider (NCRCP173), rated B-BBEE Level 1.

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