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.
Start your investment journey today
It’s never too late to start saving and investing. No matter what your goals are, we’re here to get you going.
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.
Momentum investment product solutions
Whatever your financial goals, our investment solutions are tailor-made to help turn your dreams into reality. Start investing today with a lump-sum amount or regular monthly payments.
Momentum Wealth
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.
Momentum Wealth
International
Build and grow your wealth with our flexible range of offshore investment solutions, giving you access to global currencies and markets.
Momentum Investo
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.
Momentum Collective Investments
We offer unit trusts across all major asset classes. We have a range of local and global unit trusts to suit your personal investment needs and goals.
Investment expertise underpinned by our values and philosophy
We offer a wide spectrum of investment services and solutions to both
individual and institutional investors. Our technology and processes ensure
we not only improve the probability of delivering on our investment
promises, but also provide clients with innovative platforms, giving them
complete oversight of their investments at all times.
Fact sheets
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.
Thought leadership
We bring you some of our latest thinking on investments and portfolio construction from our investment team.
Responsible investing
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
partner
We are committed to helping you fulfil your lifelong financial needs.
Growing your wealth
since 1966
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?
77
investment professionals
604
years experience with Momentum
144
academic qualifications
1016
years of investment experience
R608
billion in assets under management
64
sales staff
197
enablement staff
315
service and operations staff
Get a financial advisor to help you start saving money today.
Meet the team
Our diverse team is experienced in a range of wealth management disciplines, giving you the specialist advice you need – all in one place.
Jeanette Marais
DEPUTY CEO: MOMENTUM
METROPOLITAN HOLDINGS
CEO: MOMENTUM INVESTMENTS
BSc, MBA (IMD), Programme for
Executive Development (IMD
Switzerland), Direct Marketing
Diploma, Diploma in Financial
Markets, Financial Services
Marketing Diploma
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.
