Investments media centre
Find the latest news and updates on developments shaping the financial world and your investments as well as the latest research to keep you informed of economic developments. Our media centre has all the information you need to stay informed and up to date with news and insight from industry experts.
MOMENTUM INVESTMENTS
We’ve launched the Momentum Quality Equity Fund
This unit trust is part of our Smart Beta capability and involves selecting stocks that have superior quality attributes to deliver benchmark beating returns.
Latest news
Consumer price inflation April 2021
Low base and higher fuel prices cause hefty increase in consumer price inflation. April's year-on-year headline consumer price inflation rate increased to 4,4% from 3,2% in March. Month-on-month CPI rose by 0,7% in April, the same as in March and February.
Consumer price inflation April 2021 | May 2021
Inflation lower in February, but hefty increases in some items on the way
February's year-on-year headline inflation rate declined to 2,9% in February from 3,2% in January. Month-on-month inflation rose by 0,7% in February compared to 0,3% in January.
Inflation lower in February, but hefty increases in some items on the way | March 2021
Economic growth bouncing from low lockdown base
The South African economy contracted by 7% in 2020 compared to 2019. In the fourth quarter of 2020 the economy grew 6,3% quarter-on-quarter seasonally adjusted and annualised following an upwardly revised 67,3% in the third quarter of 2020.
Economic growth bouncing from low lockdown base | March 2021
Fit for future: Dynamic enhancements to the Factor Series Range of Portfolios
Our investment team has undertaken an extensive review of our portfolios in the context of the expected medium-term return environment, and we will be implementing several practical and incremental enhancements to them.
Fit for future: Dynamic enhancements to the Factor Series Range of Portfolios | Monday, 14 December 2020
Responsible investment: rating our investment managers
(July 2020)
Read more on our Responsible Investment (RI) practices and rating model which establishes the level of RI practices applied by the various investment managers we appoint.
Responsible investment: rating our investment managers | Saturday, 11 July 2020
We remain committed to your
individual investment goals
Chief investments officer, Sonja Saunderson, discusses the importance of staying invested, as our outcome-based investing philosophy has protected our funds from the sharp drawdowns in local and global markets.
We remain committed to your investment goals (retail) | Friday, 27 March 2020
We remain committed to your business’ investment goals
Being a business ourselves, we understand that staying invested is crucial. Chief investments officer, Sonja Saunderson, discusses our outcome-based investing philosophy that has protected our portfolios from the sharp drawdowns in local and global markets.
We remain committed to your investment goals (institutional) | Friday, 27 March 2020
We remain committed to your
individual investment goals
Chief investments officer, Sonja Saunderson, discusses the importance of staying invested, as our outcome-based investing philosophy has protected our funds from the sharp drawdowns in local and global markets.
We remain committed to your investment goals (retail) | Friday, 20 March 2020
We remain committed to your
business’ investment goals
Being a business ourselves, we understand that staying invested is crucial. Chief investments officer, Sonja Saunderson, discusses our outcome-based investing philosophy that has protected our portfolios from the sharp drawdowns in local and global markets.
We remain committed to your investment goals (institutional) | Friday, 20 March 2020
Pensions World South Africa
How do we plan and sculpt an 'optimal' asset allocation for an uncertain future? The key is to have a strategic asset allocation that assumes you don't know what the future is going to hold, writes Eugene Botha, Deputy Chief Investment Officer.
Pensions World | Wednesday, 1 September 2021
Press releases
Momentum Wealth partners
with FNZ
Momentum Wealth, one of the largest linked investment service providers (LISPs) in South Africa with assets under administration of more than R200 billion, has partnered with FNZ, a leading international technology, transaction and custody services provider.
SA investors turn to guaranteed investment solutions amid COVID-19 uncertainty
Just when South Africans thought they’d seen the worst in 2020, the second wave of COVID-19 infections hit. Given this latest resurgence of volatility and uncertainty, local investors are understandably concerned about the state of the market and what they can do to protect themselves.
Podcasts
On Investment Moments, we talk to investment professionals and financial experts, and we unpack all things investments to provide you with better insights.
Investment videos
Hear from our portfolio managers on how COVID-19 has affected the economy and markets, and how they are thinking and navigating their portfolios through these challenging times. Our outcome-based investing philosophy serves as our guide to achieve prudent portfolio management through these times.
Fixed Income
Watch Ian Scott, head of fixed income, give a performance update and outlook for fixed income.
Property
Watch Pelo Manyeneng, head of property, give a performance update and outlook for property.
Systematic strategies and structuring
Watch Wayne Dennehy, head of systematic strategies and structuring, give a performance update and outlook for smart beta funds.
Retail portfolio solutions
Watch Jako de Jager, head of retail portfolio solutions, give a performance update and outlook for retail portfolios.
Institutional portfolio solutions
Watch Gerrit Le Roux, senior portfolio manager of institutional portfolio solutions, give a performance update and outlook for institutional portfolios.
Alternative investments
Watch Kamini Naidoo, alternative investments portfolio manager, give a performance update and outlook for alternative investments.
Resource centre
Get access to a comprehensive list of investment resources for individuals, businesses and financial advisers. See our latest brochures, forms and fund fact sheets and stay up to date with our press releases, trustee newsletters and news and updates.
