Site url: https://www.momentum.co.za/momentum/personal/investments/invest/unit-trusts
Pagecontext: org.apache.jasper.runtime.PageContextImpl@f2dd66aa
NameValue
breadcrumb.start.level
ibm.portal.instantiation.page.include.descendantsfalse
param.sharing.scope.{http://www.ibm.com/xmlns/prod/datatype/content}ibm.portal.sharing.scope.page
param.sharing.scope.{http://www.ibm.com/xmlns/prod/datatype/content/resource-collections}ibm.portal.sharing.scope.page
param.sharing.scope.{http://www.ibm.com/xmlns/prod/websphere/portal/v8.0/portal-contextual-portal}ibm.portal.sharing.scope.page
wcm.template.oidZ6_48GC1K80O0FH90QS83FHN530K6
flush.cache?01102021
breadcrumb.enabledfalse
param.sharing.scope.{http://www.ibm.com/xmlns/prod/websphere/portal/publicparams}path-infoibm.portal.sharing.scope.page
param.template.pageZ6_48GC1K80O0FH90QS83FHN530K6
page.keywordsInvest locally and internationally with us
param.sharing.scope.{http://www.ibm.com/xmlns/prod/websphere/portal/v7.0/portal-contextual-portal}ibm.portal.sharing.scope.page
hide.from.menutrue
hide.childrentrue
breadcrumb.stop.level4
dynamic.sitemapfalse
param.sharing.scope.{http://ibm.connections.com/portlet}ibm.portal.sharing.scope.page
page.robotsall
label.namepersonal
sitecontext:personal
ibm.template.oidZ6_48GC1K80O0FH90QS83FHN530K6
menu.dividertrue
menu
A side view of a modern curved architectural roof with a roof viewing deck encased with a glass barrier.

Unit trust investments

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.

  • Grow your money with as little as R250 a month or R2 000 lump sum amount.
  • 3 - 7-year investment plans available with varying exposure to the markets.
  • Access your money whenever you need it.
 

Momentum collective investments

Want to invest in the future?

Watch the Future Trends video to find out how.

Momentum collective investments

Want to invest in the future?

Watch the Future Trends video to find out how.

Momentum unit trusts

Invest in local or offshore unit trusts with Momentum to help you save for your retirement, your child’s education, a holiday, or any of life’s events that are important to you. We have a range of unit trust funds to choose from including multi-asset, multi-manager, fixed income, index, smart beta, equity, and property funds.

Local unit trusts

A local unit trust with superior medium- to long-term capital growth using equity, bond, and money market unit trusts.

Offshore unit trusts

Take advantage of foreign currency 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. You can invest anything from 3 to 7 years, depending on your needs. 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 split into equal chunks called "units" or “funds”. 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 range of unit trusts to suit all your personal investment needs and goals. You can typically choose a lower risk unit trust with more stability for shorter-term needs, or 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 in South Africa

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 Invest in one of 2 ways:

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

Financial adviser: Ask your financial adviser for assistance.

What you need to know about unit trusts

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 within a couple of days.

Fees

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

Tax

You’ll 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 up or down.

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 investment outcomes.

Because with us, investing is personal.

Fund price history

Need more information?

Download the unit trust
brochure.

Invest in unit trusts

Grow your money. Our financial advisors can help you get started.

Contact us

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). We’re closed 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.

We and our selected partners use cookies to enhance and personalise your experience on our website.Please see our cookie policy for more information.

To enhance your user experience on our site, learn more about our supported browsers

Your browser's cookies are disabled. Enable cookies to ensure our website functions correctly. View our Privacy Notice.

Tell us more!

We're always looking for ways to improve your online experience. Please take a moment to complete the
2-minute questionnaire.