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.
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.
Enhanced Growth Option
Get exposure to a global index, with the certainty of a fixed return, irrespective of how the market moves. Watch the video
Minimum investment
R50 000 lump sum
Investment period
5 years
Features
Exposure to a diversified global index.
Capital protection with an upfront extra allocation and secured returns.
Unlimited upside growth potential.
No foreign currency exchange risk.
Get exposure to a global index, with the certainty of a fixed return, irrespective of how the market moves.
Get exposure to a global index, with the certainty of a fixed return, irrespective of how the market moves. Watch the video
Minimum investment
R50 000 lump sumInvestment period
5 yearsFeatures
Exposure to a diversified global index.Capital protection with an upfront extra allocation and secured returns.
Unlimited upside growth potential.
No foreign currency exchange risk.
Life Annuity
Buy a solution that gives you an income for as long as you live.
Minimum investment
R50 000 lump sum
Investment period
Until you pass away
Features
Pays you an income for as long as you live.
Choose a specific guarantee term.
Choose between a single-life annuity for you, or a joint-life annuity for you and your spouse or partner.
Buy a solution that gives you an income for as long as you live.
Buy a solution that gives you an income for as long as you live.
Minimum investment
R50 000 lump sumInvestment period
Until you pass awayFeatures
Pays you an income for as long as you live.Choose a specific guarantee term.
Choose between a single-life annuity for you, or a joint-life annuity for you and your spouse or partner.