Smart beta investments
Our smart beta equity investments offer you the
benefits of active and passive investing. These
portfolios aim to achieve
benchmark-outperforming returns at lower fees
than what is associated with traditional equity
portfolios.
We achieve this by following a rules-based
process to identify shares that are likely to
outperform due to having trending, value or
quality attributes.
Portfolio outcomes
Benchmark-outperforming
returns
Capital growth
Investment horizon
3 to 7 years
Risk
Medium to high
Smart beta investments and your portfolio
Smart beta portfolios have similar risk and return profiles compared to traditional equity portfolios. What sets our smart beta portfolios apart is the distinct investment styles allowing you to diversify over a combination of smart beta portfolios. A blended solution should result in portfolios with similar returns in the medium to long term, but at lower risk.
Smart beta
portfolio range
Trending Equity
Equity market risk
3 to 7 years
Value Equity
Equity market risk
3 to 7 years
Our investing
philosophy and process
We measure success by returns relative to the FTSE/JSE Capped Shareholder-weighted All-Share Index over three-year rolling periods.
Each of our smart beta portfolios has its own underlying philosophy that
determines what shares are held.
Trending equity
Our strategy is based on the
phenomenon that investments that have
performed well tend to continue to
perform well and investments that have
performed poorly often continue to
perform poorly.
Value equity
The roots of value investing are found
inthe well-known truism ‘buy low and
sell high’. Opportunities often arise due to
excessive negative (or positive) sentiment
that creates opportunities for buying
(or selling) shares when prices are out of
line with fair values.
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)
We are licensed with the FSCA and comply to the market conduct regulations stipulated by the FSCA.
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
Loftie Botha
Portfolio manager
BEng Industrial, BCom (Hons)
Investment Management, MCom
Business Management
Industry experience: 26 years
Imtiaz Mohammed Alli
Assistant portfolio manager
BCom
Industry experience: 16 years
Portfolio factsheets and investments reports
Contact investments for businesses
Momentum Investments is part of Momentum Metropolitan Life Limited, an authorised financial services (FSP6406) and registered credit provider (NCRCP173), rated B-BBEE Level 1.