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page.keywordsInvestments, Savings, Savings plan, Saving for retirement, Discretionary fund management, Investment portfolio


Momentum Investments offers various types of specialist investment solutions for individuals and institutions. Whether you prefer aggressive or cautious investments, local or international,
we have the best fit for you.

Unit trusts

Momentum Collective Investments offers unit trust funds across all major asset classes. We have a range of local and international funds to suit your objective and the amount of risk you’re willing to take.

Investing internationally

Build an investment portfolio with our tax-efficient offshore solutions and get access to international investment expertise and global currencies and markets.


Momentum Securities is a member of the JSE. We’ve been providing a range of stockbroking services to individuals and institutions for more than 80 years.


Equilibrium offers a range of discretionary fund management services to your financial adviser to help achieve your investment goals.


Equilibrium works with you if you don’t want one-size-fits-all methods, whether you’re an individual or an institution.

Guaranteed and
income solutions

This range of solutions meets a specific need, guaranteeing that you’ll get your money back. You’ll get a specific income and you’ll manage the risk of your investment.

Product solutions

Whatever your financial goals are, our investment solutions are tailor-made to help turn your dreams into reality.

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.

Flexible Endowment Option

Grow your money in an endowment and get estate planning and tax benefits.

Flexible Investment Option

Grow your money in a very adaptable investment.

Flexible Tax-free Option

Invest tax free with Momentum Wealth’s Flexible Tax-free Option.

Linked Endowment Growth Option

Have peace of mind with defined after-tax growth at the end of five years. You also have the option to receive a regular income.

Life annuity

This annuity pays an income for as long as you live or you can choose a specific term during which your income is guaranteed.

Retirement Annuity Option

Grow your retirement money while benefiting form tax incentives.

Retirement Income Option

Get an income from a living annuity while growing your money during retirement. Choose to protect a portion of your retirement income for as long as you live with the Guaranteed Annuity Portfolio.

Retirement Preservation Option

Preserve and grow your retirement money when you change employers.

Traded Endowment Option

Grow your money in a "second-hand" endowment with fewer restrictions.

International Investment Option

Grow your money with international options.

International Endowment Option

Grow your money internationally while getting tax and estate planning benefits.

Investo Linked Investment

Grow your savings money for a specific term.

Investo Retirement Annuity

Grow your retirement money in a disciplined way while benefiting from tax incentives.

Investo Endowment

Grow your savings money for a specific term while getting estate planning and tax benefits.

Unit trusts

Grow your money with exposure to the markets without a huge outlay and with lots of flexibility.

Online Savings Solution

Start investing for different goals online, with a unit trust suited for each goal.

Need financial advice?

With sound financial planning, a financial advisor can help you get started, avoid costly mistakes and grow your money.

Contact Momentum Investments


Business hours are Monday to Friday from 08:00 to 17:00. Closed on weekends and public holidays.

Momentum Collective Investments

Business hours are Monday to Friday from 08:00 to 16:30. Closed on weekends and public holidays.

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