Site url: https://www.momentum.co.za/momentum/business/investment-management/systematic-strategies/index-tracker-investments
Pagecontext: org.apache.jasper.runtime.PageContextImpl@680d368d
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_48GC1K80O81BF0Q5M3F8HCGLH5
flush.cache?01102021
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
page.keywordsEmployee benefits, Medical aid for employees, Retirement annuities for employees, Group insurance, Business short-term insurance, Key person life insurance, Workplace health and wellness
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
page.robotsall
label.namebusiness
sitecontext:business
ibm.template.oidZ6_48GC1K80O81BF0Q5M3F8HCGLH5
menu

Index tracker investments

Our index tracker investments are designed to tightly track their benchmark indices at a low cost. Investment horizons are similar to those of traditional equity investments. As an investor, you’ll be exposed to market risk, but not share-specific risk.

Porfolio outcomes icon in red.

Portfolio outcomes

Benchmark returns
Capital growth

Investment horizon icon in red.

Investment horizon

3 to 7 years


Risk icon in red.

Risk

Medium to high


Index tracker investments and
your portfolio

Our index trackers are suitable for investors who want low-cost exposure to an equity index and certainty that returns will be in line with the benchmark.

It makes sense for retirement funds to index a component of their portfolios, as with expanding size, liquidity becomes an issue and hence adding value through share selection becomes challenging.

Index trackers portfolio range

Capped SWIX
All Share Index

Benchmark risk
3 to 7 years

Capped SWIX
40 Index

Benchmark risk
3 to 7 years

All Property Index


Benchmark risk
3 to 7 years

Rules and regulations

Our multi-asset-class portfolios are compliant with Regulation 28 of the Pension Funds Act.

FSCA logo.

Financial Sector Conduct Authority (FSCA)

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

Asisa 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.

Contact us

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

We and our selected partners use cookies to enhance and personalise your experience on our website.Please see our cookie policy for more information.

To enhance your user experience on our site, read the website terms and conditions about our supported browsers.

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

Tell us more!
We're always looking for ways to improve your online experience. Please take a moment to complete the
2-minute questionnaire.