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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.

Guaranteed Return Option

Have peace of mind with a guaranteed value at the end of five years.

Minimum investment

R50 000 lump sum

Investment period

5 years

Features

Capital protection.

Guaranteed value after five years with the option of a guaranteed income during your investment term.

Access a portion of your investment before the term ends.

Estate planning and tax benefits.
Have peace of mind with a guaranteed value at the end of five years.

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.

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.

Other guaranteed solutions


Annuities for specific terms

These annuities pay an income for a specific period for an individual (a single life). Choose between an annuity with a certain term or a temporary annuity.

Capital Protector

The Capital Protector combines a life annuity with a life insurance policy. It pays when the insured person dies. Choose between a single-life annuity for you or a joint-life annuity for you and your spouse.




Need advice?

A financial advisor can help you get started.

Contact Investments and Savings

Wealth





Business hours are Monday to Friday from 07:00 to 19:00. Closed on weekends and public holidays.

Investo





Business hours are Monday to Friday from 07:00 to 19:00. Closed on weekends and public holidays.

Momentum Collective Investments





Business hours are Monday to Friday from 07:00 to 19:00. Closed on weekends and public holidays.

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