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Wind turbines in the middle of the ocean.

Responsible investing

Responsible investing is part of our core belief. Sustainable and responsible investment practices are a material factor underpinning our long-term success.

The environment, social and governance (ESG) factors of responsible investing

Mike Adsetts (deputy chief investment officer of Momentum Investments) speaks about responsible investing dos and don’ts and how we integrate ESG factors.
VIDEO: 21 MINUTES 17 SECONDS

We contribute to a
well-balanced economy

We acknowledge that we are in a privileged position to act as fiduciary to our clients and stakeholders. We consider the environmental, social and governance (ESG) risk of our investments to be relevant to the performance of the overall objective - across all asset classes, sectors, markets and through time.

We are a signatory to the United Nations-supported Principles for Responsible Investment (PRI), which is an international network of investors working together to put the 6 Principles for Responsible Investment into practice.

We uphold the principles of responsible investing

We advocate

We participate in market-related industry events and serve on the responsible investing committee of the Association of Savings and Investments of South Africa (Asisa).

Learn more

We report on progress

We show you that we take our duty to act in your best interests to heart.

Learn more

We seek disclosure

We have a register that shows how we engage with companies that we invest in to keep them accountable.

Learn more

We integrate ESG

We integrate environmental, social and governance factors.

Learn more

We are active owners

We use our influence to help maintain a well-governed corporate South Africa.

Learn more

We have integrity

We keep to, and observe all rules and regulations which seek to uphold the Principles of Responsible Investment.

Learn more

Policies and Statements

For more information relating to this option, download the relevant document below.

Just transition investor statement, 16 April 2020

Climate change policy

Crisa statement

Policy on proxy voting

Policy on engagement

Responsible investment policy

Responsible investing infographic

The UK Stewardship Code

Responsible investment rating result

Reports

Task Force on Climate-Related Financial Disclosure report 2021

Momentum Metropolitan integrated report 2021

Momentum Investments Stewardship report 2021

Momentum Metropolitan private RI report 2020

Momentum Metropolitan assessment report 2020

Momentum Metropolitan integrated report 2020

History of proxy voting

To view our proxy voting results, download the relevant PDF file.

We uphold responsible investment practices

PRI

We've been a signatory of the United Nations PRI since 2006

ASISA

We serve on the Asisa responsible investing committee

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.

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Responsible investing

We contribute to a
well-balanced economy