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05 FEBRUARY 2019

Momentum Investments walk away
with three top awards at
prestigious industry event

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Momentum Investments has been recognised by the Raging Bull Awards – lauded as the Oscars of the asset management industry – for top performance in three categories at the esteemed event held in Cape Town on Wednesday, 30 January 2019.

The Momentum International Balanced Feeder Fund, managed by Richard Stutley, James Klempster and the Momentum Global Investment Management team, were awarded the Best (SA Domiciled) Global Multi-Asset High Equity Fund – celebrating top performance on the basis of risk-adjusted returns by a domestic collective investment scheme (unit trust). Also, in the risk-adjusted category, the Momentum Enhanced Yield Fund – managed by Zisanda Gila and Kgothatso Moremedi – walked away with the certificate for Best South African Interest-Bearing Short-Term Fund.

Demonstrating Momentum Investment’s diverse range of expertise, the Momentum Financials Fund, managed by Norman MacKechnie and Werner Burger, was awarded the Best South African Equity Financial Fund. This accolade is presented for top performance by a domestic collective investment scheme.

Speaking about the awards, CEO of Momentum Investments, Jeanette Marais, says that they are incredibly proud of these accolades. “This recognition illustrates that even though our philosophy focuses on investor goals – usually longer term than those of the typical Raging Bull benchmarks – our funds also perform when compared to other funds. Being recognised at such a well known industry event demonstrates that the team at Momentum Investments has the skill to provide the required return outcomes for investors.”

The long-term philosophy Jeanette refers to is outcome-based investing that Momentum pioneered in South Africa – the ethos at the core of Momentum Investments and one in which they boast a long and proud track record of more than 10 years. “Outcome-based investing aims to simplify the investment process by helping investors to remain focused on what matters – staying invested and on track to achieve their goals despite market volatility or peer pressure,” she explains. While awards such as these are important in driving excellence in the industry, Jeanette emphasises that an investor’s’ goal should really be the only benchmark.

Jeanette congratulated the winners in the other categories. She added, “Ours is a fiercely competitive industry and those who stick to their investment philosophy will reap the rewards when market conditions favour their approach. Given the difficulty of prediction, we at Momentum select quality managers like these and blend them with others to ensure that we deliver portfolio outcomes more dependably.”

The esteemed awards ceremony celebrates the top-performing unit trust fund managers in 2018. More than 300 representatives of leading unit trust companies, boutique managers, financial services regulators and investment industry bodies attend the event to celebrate excellence in the asset management industry.


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