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Local investing

You’re ready to keep your money safe and grow your wealth. The question is, what are the most suitable investment options in South Africa for your unique needs?

Whether you want to invest a lump sum amount or invest regularly, with our wide range of investment solutions, we can help you achieve your financial goals.

  • Flexible and tax-efficient investment options.
  • Your trusted investment partner growing wealth since 1966.
  • Investment solutions that cater to your needs.
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Take charge of your financial future. Invest towards financial independence or choose from our range of investment and income solutions if you are 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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Equilibrium - Discretionary Fund Management

Equilibrium is about balance. It is about understanding your client’s objective and constructing portfolios to match that objective. It is about the improved balance we bring to your financial advice practice.

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.

Local Investment platform

Momentum Wealth

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.

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Flexible Endowment Option

A tax-efficient and safe way to invest if you are in a higher income tax bracket.

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Flexible Investment Option

A safe way to invest with flexibility and freedom when you require unrestricted access to your money.

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Flexible Tax-free Option

A tax-efficient and safe way to invest no matter your income tax bracket.

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Retirement Annuity Option

A tax-efficient and safe way to invest for retirement.

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Retirement Income Option

A tax-efficient and safe way to invest retirement fund money for income and growth during retirement.

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Retirement Preservation Option

A tax-efficient and safe way to preserve and grow retirement fund money when changing jobs.

Guaranteed solutions

If you want more certainty when you invest, explore our range of guaranteed solutions to protect your annuity income against market movements, inflation and changes in the interest rate.

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Retirement Income Option

You want flexibility and control when investing the money you get from your retirement fund to provide you with an income during retirement. You also want the option to protect a portion of your income for as long as you live.

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Life annuity

You want to secure the maximum possible income for the rest of your life and don’t need to leave money to someone when you pass away.

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Annuities for specific terms

You want to get a guaranteed income for a specific period and don’t need a capital amount back at the end of the period.

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Capital protector

You want to secure an income for the rest of your life and want to leave money to your loved ones when you pass away.

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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