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A side view of a modern curved architectural roof with a roof viewing deck encased with a glass barrier.

Unit trust investments

We offer unit trusts across all major asset classes to individuals, businesses and financial advisers in South Africa. We have a range of local and global unit trusts to suit your unique investment needs and goals.

  • Grow your money with exposure to the markets.
  • No big cash outlay and lots of flexibility.
  • Medium- to long-term investments for your retirement.

Momentum unit trusts

Local unit trusts

Superior medium- to long-term capital growth using equity, bond and money market unit trusts.

Offshore unit trusts

Also known as global funds, this is a collective investment scheme that invests in international markets, usually equities or fixed-income securities.

What is a unit trust?

A unit trust is a type of investment that combines your money with the money of other investors who have similar investment objectives. It gives you easy and affordable access to financial markets to grow or protect your money.

Our professional fund managers use the pool of money to buy underlying investments to construct a unit trust that is then split into equal chunks called "units". You will own units according to the amount of money you invest and the price of the units on the day you buy them.

How to choose a unit trust?

We offer a choice of unit trusts to suit your investment needs and goals. You can typically choose a lower risk unit trust with more stability for shorter-term needs, and a unit trust with a potential higher return for long-term needs.

A financial adviser can help you choose the most suitable unit trusts or other investment options.

How to invest in unit trusts

Minimum investment amounts Local unit trusts: from R2 000 lump sum or from R250 per month.

Global unit trusts: from R2 000 lump sum or from R250 per month for

Rand-denominated funds.
Process You can invest in one of two ways:

Complete an application: Fill in the application form for individuals.

Financial adviser: Ask your financial adviser for assistance.

What you need to know


Access and flexibility

You can access your money whenever you need it. To buy and sell is easy and you can invest more or withdraw your money quickly, often within a
couple of days.

Fees

A unit trust typically has an investment management and a financial adviser fee, if you use one. Each fund fact sheet sets out the fees for that unit trust.

Tax

You will be liable for any tax in your personal capacity. We will send you a tax certificate every tax year for each of your
unit trusts.

Effective investing

Financial markets generally go through cycles over time, which means that the value of your unit trust investment can go down as well as up.

Our philosophy

We believe and practise extensive planning to achieve your investment goals. Each plan is tailored specifically to your needs and no two are the same. We never take shortcuts or give you short-term solutions for your long-term goals.

  • We solve for your investment goals.
  • We make the journey as comfortable as possible.
  • We remain focused on your outcomes.

Because with us, it's personal.

Fund price history

For advisers and individuals

Financial advisers

You're a financial adviser, looking for practical tools, insights and customised solutions to help you meet and address your clients' financial needs and goals effectively.

Investments for Individuals

You're a new or existing investor looking to start or view your portfolio. Or, for expert advice on how to structure your portfolio for maximum growth.


Want a brochure?

Download the unit trust
brochure.

Invest in unit trusts

Our financial advisors can help you get started, avoid costly mistakes, and grow your money.

Contact Momentum Investments and Savings

Investments for individuals

Momentum Wealth




Office hours are Monday to Friday from 08:00 to 17:00.

Momentum Wealth International





Office hours are Monday to Friday from 08:00 to 16:00 (Central Africa Time). Unavailable on weekends.

Investo





Office hours are Monday to Friday from 08:00 to 17:00.

Discretionary fund management

General enquiries


Request a call back if you’re a financial adviser wanting to speak to a DFM representative about customised investment solutions for your clients’.

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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