Investments for individuals
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 build savings monthly, with our wide range of savings plans and investment solutions, we can help you achieve your financial goals.
- Flexible savings plans and tax-efficient investment options.
- Your trusted investment partner growing wealth since 1966.
Your life journey
You want to invest but don't know where to start. Where you are in your life journey can help you decide on the most suitable investment options through life’s stages from starting a career through to managing your retirement income.
Investing for your needs
We can help you invest money for a specific goal, whether it be for your children's education, a rainy day fund, your first home, a new car or that dream holiday or to simply grow your money.
Create your wealth
You're a seasoned investor. You want particular investment solutions such as unit trusts, offshore investments, alternative investments and guaranteed income solutions to grow your wealth and diversify your portfolio.
Whether you're looking to build and grow your wealth, protect your money or get an income from your investment, we offer a range of personal investment solutions you can tailor to meet your investment needs and achieve your goals.
Build and grow your wealth with our flexible range of offshore investment solutions, giving you access to global currencies and markets.
Grow your money with committed savings plans designed to cater for all your savings needs from saving for a specific term, retirement annuities, and tax-efficient endowment policies.
Also known as minimum disclosure documents, which are short documents containing key information about a unit trust fund to assist you in understanding the objective of the unit trust and its associated risks.
We bring you some of our latest thinking on investments and portfolio construction from our investment team.
We’re a signatory to the United Nations-supported Principles for Responsible Investment (PRI), which is an international network of investors working together to put the 6 Principles for Responsible Investment into practice.
Understanding behavioural patterns to help you make better investment decisions
Momentum Investments has adopted the BASIC™ framework in diagnosing, measuring and tracking behavioural interventions that will help you make better investment decisions. When we think of behavioural problems, we need to think ’ABCD’.
Partnering with you on your investment journey
Your trusted financial
We are committed to helping you fulfil your lifelong financial needs.
Growing your wealth
We’ve built enduring partnerships, and have been helping individuals and businesses to make informed choices about their money since 1966.
More than R550 billion in
assets under management
Clients trust us to manage a staggering R550 billion on their behalf.
Why choose Momentum Investments?
years experience with Momentum
years of investment experience
billion in assets under management
service and operations staff
Get a financial advisor to help you start saving money today.
Effective annual cost (EAC) calculator
The effective annual cost (EAC) is a measure introduced by Asia enabling consumers and advisers to compare charges and their effect on investment returns across retail investments and savings products. The EAC highlights the different role players involved in the investment and the effect of each of their fees over the investment term.