Site url: https://www.momentum.co.za/momentum/invest-and-save/for-businesses/alternative-investments
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Diamond shaped steel structure with a blue sky background.

Alternative investments

Alternative investments don’t fall into any of the traditional asset classes of equity, bonds or cash.
Common examples include hedge funds, private equity, infrastructure and commodities. Alternative investments are typically more complex, and consequently require a greater degree of research and due dilligence than traditional investments.


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Portfolio outcomes

Capital preservation
Uncorrelated returns
Lower volatility

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Investment horizon

Long term

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Risk

Medium to high

Alternative investments and your portfolio

The key benefit of including alternative investments in your portfolio is to provide portfolio diversification from traditional investments.
In addition to diversification, alternative investments can offer enhanced return opportunities and a measure of inflation protection.

Alternative portfolio range

Aggressive Hedge
Solutions

Medium to high risk
Market cycle

Moderate Hedge
Solutions

Medium risk
3 years

Portable Alpha


Medium to high risk
3 years

Private Equity


Medium to high risk
8 to 12 years

Special
Opportunities

High risk
6 years

Commodity


Medium risk
3 years

Our investing philosophy and process

We measure success by how consistently our portfolios can achieve their specific outcomes, whether a real absolute return, enhanced growth or capital preservation.

Your interests are core to our investing philosophy, and we are able to tailor our investment strategies to specific investment objectives.
Our philosophy is that of capital preservation first and capital appreciation second. We manage our alternative investments according to our outcome-based investing philosophy. Our focus is on long-term time horizons and strategies, which consistently maximise the likelihood of achieving the return objective.

We believe the foundation of good investment management is based on in-depth empirical research combined with stringent quantitative and qualitative analysis. We have a strong focus on diversification and correlation management and, most importantly, our robust risk management is central to our investment process.


Outcome-based investing

We place your investment needs at the centre of our investment process so that your financial goals are aligned to your investment outcomes.





Responsible investing

We define responsible investing (RI) as an investment process that includes environmental, social and governance (ESG) factors into our process. Issues like increasing regulation, the growing need for risk mitigation and a heightened social conscience can be addressed by integrating ESG factors into our investment process.


Rules and regulations


South African Venture Capital and Private Equity Association (Savca) provides us with additional practice guidelines. Our alternative portfolios are compliant with Regulation 28 of the Pensions Fund Act.

Financial Sector Conduct Authority (FSCA)

Financial Sector Conduct Authority (FSCA)

We are licensed with the FSCA and comply to the market conduct regulations stipulated by the FSCA.

Association for Savings and Investment South Africa logo



Association for Savings and Investment South Africa (Asisa)

Our governing body, Asisa, provides best practice guidelines to make sure the investor is the focal point of everything we do.

Our portfolio managers

Motlatsi Mutlanyane

Head: Alternative Investments



FIA FASSA

Industry experience: 24 years

Rian Smit

Portfolio manager: Private equity



Chartered Account (SA)

Industry experience: 24 years

Kris Adams

Portfolio manager: Special Opportunities Fund



CFA charter holder

Industry experience: 16 years

Kamini Naidoo

Portfolio manager: Hedge fund programme



CAIA charter holder

Industry experience: 17 years

Awards


RCIS ZAR Diversified Qualified Investor Fund of Hedge Fund 2008

We received the award for the best fund of hedge funds.

RCIS ZAR Diversified Qualified Investor Fund of Hedge Fund 2019

We received the award for the best fund of hedge funds.

Contact investments for businesses

General enquiries



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

Letshego Rankin




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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