Site url: https://www.momentum.co.za/momentum/invest-and-save/for-businesses/global-investments
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A shot of a clear blue sky, taken from the center of a circular, modern office building.

Global investments

Global investments are allocated across asset classes and countries around the world. They can be focused on a single asset class or allocated to multiple asset classes. Holdings may include positions in various equity, fixed income, currency, commodities and futures markets.


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Portfolio outcomes

Global diversification
Capital preservation
Capital growth

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Investment horizon

3 to 7 years

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Risk

Medium to extra high

Global investments and your portfolio

Our global investments are suitable if you are looking for an offshore investment solution that has a clear outcome. The underlying investments within each investment are spread across the world and allocated to multiple mandates and strategies. This leads to a high level of diversification, which means each portfolio can either be owned on its own or alongside other investments. The portfolios target specific outcomes and are designed to suit different risk and return profiles.

Global portfolio range

Enhanced Global
Equity

Extra high risk
5 to 7 years

Enhanced Global
Bond

High risk
3 to 5 years

Classic Global
Equity

Extra high risk
5 to 7 years

Classic Global
Bond

High risk
3 to 5 years

Target Global
Equity

Extra high risk
5 to 7 years

Target Global
Bond

High risk
3 to 5 years

Flexible Global
Active Balanced

Extra high risk
5 to 7 years

Flexible Global
Passive Equity

Extra high risk
5 to 7 years

Flexible Global
Passive Bond

High risk
3 to 5 years

Global Money
Market

Medium to high risk
7 years

Our investing philosophy and process

Our success is measured with the frequency with which we deliver on our targeted investment outcomes.

We follow an outcome-based investing philosophy. We design portfolios with the aim of maximising the likelihood of delivering on these outcomes. We invest around the world and in a wide range of asset classes and currencies to achieve each portfolio's investment outcome while reducing unnecessary risk.
Our core strength is a detailed, in-depth understanding of multiple asset classes. For each asset class, we undertake extensive modelling, using proprietary techniques to assess likely returns under different scenarios.
We believe in the value of optimally blending different asset classes, different investment strategies and different mandates to provide robust solutions.
When managing our portfolios, we never lose sight of the outcomes that clients require. Our unique outcome-based investing approach is designed to speak to these requirements and we construct our portfolios with this at the forefront of our minds to give us the best likelihood of achieving the specified outcomes over reasonable time periods.

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 global 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 manager

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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