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Quicklinks
  • Research & Insights
  • Responsible investing
  • Resource centre
  • Fact sheets
  • About us
Do you want to explore offshore investing opportunities? Get suitable investment solutions to meet your offshore investing needs and build your wealth.
Our investment specialists are able to develop innovative solutions that can maximise the potential growth of your investments.

Invest with us - local and offshore investing

We offer a diverse range of investment and retirement solutions, with access to local and global investment markets to suit all investment needs.

Whether you want to create and grow your wealth, protect it, or earn an income from it, we have a personal investment solution for you on your journey to success.

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Retirement

Invest towards your financial independence or choose from our range of investment and income solutions if you’re close to retirement.

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Unit trusts

Invest in unit trusts across all major asset classes. We have a range of local unit trusts and offshore unit trusts to suit your personal investment needs and goals.

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Tax-free investing

Use our investment solutions to optimise tax incentives when investing towards a brighter financial future.

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Offshore investing

Explore offshore investing opportunities to broaden your horizons and diversify your investment portfolio.


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Invest online

We’ve made it easy to start investing for your specific goals, whether it’s for your first car, home, children’s education or for a rainy day – it’s a click away.

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Earn an income

Earn an income from your wealth. Choose from a wide range of income solutions to guarantee the income payments for a specified period or for the rest of
your life.

  • Who we are
  • The team
  • Research and insights
  • Transformation
  • Legal & Compliance

Who we are

Innovation, excellence, integrity, accountability, team work and diversity are our values, underlying our primary purpose, which is to help clients stay invested.

The team

Research and insights

Transformation

Legal & Compliance

Media centre

What are you looking for?

NOVEMBER 2023

Momentum Investments and Stellenbosch University partner in machine learning research

Momentum Investments is proud to announce the creation of the Momentum Investments Research Chair (Professorship) for research into machine learning in finance.

SEPTEMBER 2023

Momentum Investments and Robeco launch partnership in Southern Africa

The strategic partnership between Momentum Investments and Robeco deepens the portfolio integration in quantitative equity products and research.

AUGUST 2023

Ferdi van Heerden appointed as CEO of Momentum Investments

Momentum Metropolitan has appointed Ferdi van Heerden as CEO of Momentum Investments, effective 1 September 2023. Ferdi will succeed Jeanette Marais, who has recently been appointed as Group CEO.

Retail portfolio solutions

Ronnie Bornman, portfolio manager, gives an update on and an outlook for retail portfolio solutions.

Outcome-based solutions

Learn how our investment team remains anchored in our outcome-based investing philosophy and process.

Investment Research



National budget review


Our macro research team reviews South Africa's national budget for 2024.


National budget review | February 2024

National budget preview: Focusing on five fiscal flags

A preview of the 2024 national budget produced by our macro research team.


In the Moment | February 2024

SONA: Addressing democratic despondency with pre-election promises January 2024

A document prepared by our macro research team on the highlights of this year's State of the Nation Address.

In the Moment | February 2024

Latest events

Budget Speech discussion webinar | 22 February 2024

Our economist, Sanisha Packirisamy, our chief investment officer, Mike Adsetts, and Francois Lombard, the head of investment distribution at Momentum Distribution Services, dissected the implications and opportunities presented by the national budget for 2024.

Retirement Reimagined 2.0

Our exclusive online event, held on 31 October, was a carefully designed experience to empower you with the knowledge and tools required to navigate the ever-evolving landscape of retirement planning in South Africa.

Need financial advice?

A financial adviser can help you with a financial plan to start your investment journey.

Contact us

Local investing: Momentum Wealth




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

Offshore investing: Momentum Wealth International





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

Unit trusts





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

Institutional investing





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

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