Site url: https://www.momentum.co.za/momentum/invest-and-save/for-businesses/equity-investments
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A high rising building with aluminum rectangular framed windows with a blue sky background.

Equity investments

Equity investments contain shares of listed companies from security exchanges in South Africa or around the world. We follow a multi-mandate approach by combining the specialist expertise of skilful and well-diversified equity investment managers to maximise their investment styles. Our equity investments have specific outcomes from passive to actively managed solutions.


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Portfolio outcomes

Capital growth

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Investment horizon

3 to 5 years

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Risk

High

Equity investments and your portfolio

Equity investments will best suit you if you want exposure to the South African equity market. If you choose to invest in equities, you should be able to withstand short-term market fluctuations in pursuit of maximum capital growth in the long term.

Equity portfolio range

Target equity

High risk
3 to 5 years

Classic equity

High risk
3 to 5 years

Core equity

High risk
3 to 5 years

Our investing philosophy and process

We measure success by how consistently we deliver on the portfolio return objectives over a three-year rolling period with a minimum amount of volatility.

Our equity investments are managed according to our outcome-based investing philosophy and we follow a multi-strategy process, which incorporates the prevalent strategies within the SA equity market.

We select our investment managers based on their investment styles to make sure our portfolios benefit from the predominant styles in the market. These investment managers are highly rated, have good track records and complement each other.

Each of our equity portfolios has their own strategy:

Classic Equity
This is our best-view actively managed equity portfolio. We select investment managers on the basis of their diversified active returns through market cycles.

Target Equity
This portfolio is a combination of passive and enhanced passive components. It includes a passive core with actively managed beta strategies.


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


Our multi-asset-class portfolios are complaint with Regulation 28 of the Pension Funds 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

Nina Saad

Portfolio manager



Head: Institutional Portfolio Solutions BSc, CFA

Industry experience: 22 years

Mohammed Sibda

Portfolio manager



Senior Portfolio Manager


Industry experience: 20 years

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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