Guaranteed solutions
Momentum Investments offers a range of guaranteed solutions aimed at protecting your capital and income against market movements, inflation and changes in the interest rate. Whatever your investment goals are, we have a range of solutions to meet your needs.
For your retirement income needs you can blend certainty and flexibility in one retirement income product by allocating a portion of your retirement money to the new Guaranteed Annuity Portfolio in the Retirement Income Option (living annuity) if you want to protect your income for as long as you live.
Linked Endowment Growth Option
Have peace of mind with defined after-tax growth at the end of five years.
Minimum investment
R50 000 lump sum
Investment period
5 years
Features
Solves for your medium-term investment goals.
Get a defined after-tax maturity value at the end of five years.
Option to receive a regular income.
Estate planning and tax benefits.
Have peace of mind with a guaranteed value at the end of five years.
Have peace of mind with defined after-tax growth at the end of five years.
Minimum investment
R50 000 lump sumInvestment period
5 yearsFeatures
Solves for your medium-term investment goals.Get a defined after-tax maturity value at the end of five years.
Option to receive a regular income.
Estate planning and tax benefits.
Retirement Income Option
Choose to protect a portion of your retirement income for as long as you live. You can add the new Guaranteed Annuity Portfolio if you want to blend certainty and flexibility in one retirement income product.
Minimum investment
From R50 000 lump sum
Investment period
For as long as you live, provided that there is money to pay you an income.
Features
Choose and adapt your income level within the regulated limits.
Enjoy tax-free growth.
Wide choice of investment funds and solutions to suit your needs and goals, including the new Guaranteed Annuity Portfolio.
Choose to protect a portion of your retirement income for as long as you live. You can add the new Guaranteed Annuity Portfolio if you want to blend certainty and flexibility in one retirement income product.
Choose to protect a portion of your retirement income for as long as you live. You can add the new Guaranteed Annuity Portfolio if you want to blend certainty and flexibility in one retirement income product.
Minimum investment
From R50 000 lump sumInvestment period
For as long as you live, provided that there is money to pay you an income.Features
Choose and adapt your income level within the regulated limits.Enjoy tax-free growth.
Wide choice of investment funds and solutions to suit your needs and goals, including the new Guaranteed Annuity Portfolio.