prod
retail.momentum.co.za
Individual | Business | Corporate Log in
search
Portfolio My financial adviser Tax certificates View profile Get help Marketing consent Website terms of service Change your password
Logout
close

Affordable medical aid

Overview Our options Compare options
Benefits
In-hospital Benefit Health Platform Benefit Day-to-Day Benefit Chronic Benefit
Complementary products
HealthSaver+ Momentum Multiply Hello Doctor+ GapCover+
Get help
Submit a claim Contact us
Our options
Evolve Custom Incentive Extender Summit Ingwe Save with Provider Choice
A smiling South African family of four enjoying time outdoors at sunset, promoting affordable and cheap medical aid in South Africa with up to R1 000 in HealthReturns rewards.
close

Short-term insurance cover

Overview Car insurance Home contents insurance Building insurance
Get help
Frequently asked questions Contact us
Benefits & Rewards
Our benefits & rewards Safety Returns Safety Alert Momentum Assist Accident Alert
Chapters in our journey
Science of Safety Safety for Sure Momentum Futures
Other
Business insurance Legal & Compliance
Comedian Tyson Ngubeni smiling in a house and displaying the Momentum App on this phone with a 30% cash back on car and home insurance premiums when joining Safety Returns.
close

Life insurance cover

Overview Calculate your discount Latest claims stats
Get help
How to submit a claim Contact us
Cover options
Life cover Disability cover Income protection cover Critical illness cover Home loan protection Functional impairment cover
Industry leading benefits
LifeReturns Longevity Protector Breadth of Cover Guarantee
Other
Are you owed insurance money? Business continuity assurance
An image of a woman’s face with a frame around it, showing where to position her face for a selfie to qualify for a personalised discount from Momentum LifeReturns.
close

Local & offshore investing

Overview Local investing overview Offshore investing overview Guaranteed solutions Securities
Get help
Two-pot client support services Contact us
Local investing
Investment Platform: Momentum Wealth Local fact sheets Tax-free investing Retirement investing
Events and Webinars
Wealth Matters Global events Other events
Offshore investing
Investment Platform: Momentum
Wealth International Offshore fact sheets Momentum Global
Investment Management Offshore investing guide Global matters
A ceiling view of an abstract building.
close

Long-term savings plans

Overview Resource centre Our team
Our savings products
Retirement savings plan Education savings plan Endowment savings plan
Get help
Two-pot client support services Frequently asked questions Contact us
Resources for individuals
Brochures Forms Fund fact sheets
Media centre
Press releases Videos
A young female professional wearing a red graduation gown, thinking ahead about investing in her future with a retirement annuity from Momentum Savings.
close

Estate planning

Overview Get your Will signed, sealed
& delivered at PostNet
Get help
Estate duty calculator Frequently asked questions Contact us
Our services
Will drafting Estate cover Trust administration Deceased estate administration Momentum Estate Plan
A mother affectionally embracing her young son, comfortable that her legacy is secure with the Momentum Estate Plan.
close

Never settle for the status quo

A couple sits with a financial adviser getting #AdviceForSuccess.

#AdviceForSuccess

Learn more
#MomentumFutures. A young, optimistic woman sitting on top of her office desk smiling ahead.

#MomentumFutures

Learn more
Four professional sportswomen, wearing casual clothing and carrying their sports equipment representing entrants for Boost Her Boots Competition, part of She Owns Her Success.

#SheOwnsHerSuccess

Learn more
A chef carefully adds the final garnish to a plated dish, moving with precision and unwavering focus.

#ScienceOfSuccess

Learn more
error
Investo Resource Centre
Investo Resource Centre Resources for Individuals
Resources for Individuals Brochures Forms Fund fact sheets How-to guides Updated Investo Linked Investment contract terms
Legal and Compliance
Legal and Compliance Terms and Conditions Principles & Practices of Financial Management (PPFM) Promotion to Access to Information Act (PAIA) Regulation 28 of the Pension Funds Act Unclaimed benefits
Media centre
Media centre Press releases Videos Podcasts

What are you looking for?

Investo

Momentum Accumulator Fund (pdf)
Momentum Builder Fund (pdf)
Momentum Consolidator Fund (pdf)
Momentum Defender (Taxed) (pdf)
Momentum Defender (Untaxed) (pdf)
Momentum Diversified Income (B1) (pdf)
Momentum Diversified Income (I) (pdf)
Momentum Equity (A) (pdf)
Momentum Equity (I) (pdf)
Momentum Focus 3 Fund of Funds (A) (pdf)
Momentum Focus 3 Fund of Funds (I) (pdf)
Momentum Focus 5 Fund of Funds (A) (pdf)
Momentum Focus 5 Fund of Funds (I) (pdf)
Momentum Focus 6 Fund of Funds (A) (pdf)
Momentum Focus 6 Fund of Funds (I) (pdf)
Momentum Focus 7 Fund of Funds (A) (pdf)
Momentum Focus 7 Fund of Funds (I) (pdf)
Momentum Investo Target 4 (pdf)
Momentum Investo Target 6 (pdf)
Momentum Money Market (A) (pdf)
Momentum Money Market (I) (pdf)
Momentum Real Growth Property (A) (pdf)
Momentum Real Growth Property (I) (pdf)
Absa (pdf)
Capital Guarantee Fund (pdf)
CashFund (pdf)
Deferred Maturity Fund (Balanced) (pdf)
Deferred Maturity Fund (Conservative) (pdf)
Domestic Balanced (pdf)
Domestic Equity Consumer (pdf)
Domestic Equity Gold (pdf)
Equity (pdf)
Everest Cash (pdf)
Everest Balanced (pdf)
Everest Managed Growth (pdf)
Fixed Interest (pdf)
Gilt (pdf)
Global Accumulator USD (pdf)
Global Accumulator ZAR (pdf)
Global Bonds USD (pdf)
Global Bonds ZAR (pdf)
Global Builder USD (pdf)
Global Builder ZAR (pdf)
Global Consolidator USD (pdf)
Global Consolidator ZAR (pdf)
Global Defender USD (pdf)
Global Defender ZAR (pdf)
Guaranteed Growth Fund (pdf)
HiGrowth (pdf)
Model Balanced (pdf)
Model Capital Preservation (pdf)
Model Managed Growth (pdf)
Momentum Absolute Return (pdf)
Momentum Accumulator (pdf)
Momentum Aggressive Growth (pdf)
Momentum Asset Allocator (pdf)
Momentum Balanced Growth (pdf)
Momentum Bond (A) (pdf)
Momentum Bond (I) (pdf)
Momentum Builder (pdf)
Momentum Conservative Growth (pdf)
Momentum Consolidator (pdf)
Momentum Consult Growth Fund of Funds (pdf)
Momentum Defender - Taxed (pdf)
Momentum Defender - Untaxed (pdf)
Momentum Diversified Income (B1) (pdf)
Momentum Diversified Income (I) (pdf)
Momentum Equity (A) (pdf)
Momentum Equity (I) (pdf)
Momentum Extender (pdf)
Momentum Focus 3 Fund of Funds (A) (pdf)
Momentum Focus 3 Fund of Funds (I) (pdf)
Momentum Focus 5 Fund of Funds (A) (pdf)
Momentum Focus 5 Fund of Funds (I) (pdf)
Momentum Focus 6 Fund of Funds (A) (pdf)
Momentum Focus 6 Fund of Funds (I) (pdf)
Momentum Focus 7 Fund of Funds (A) (pdf)
Momentum Focus 7 Fund of Funds (I) (pdf)
Momentum Global Cautious Fund IC Ltd (USD) (pdf)
Momentum Global Cautious Fund IC Ltd (ZAR) (pdf)
Momentum Global Growth Fund IC Ltd (USD) (pdf)
Momentum Global Growth Fund IC Ltd (ZAR) (pdf)
Momentum Global Managed Fund IC Ltd (USD) (pdf)
Momentum Global Managed Fund IC Ltd (ZAR) (pdf)
Momentum International Income (A) (pdf)
Momentum International Income (I) (pdf)
Momentum Investo Target 4 (pdf)
Momentum Investo Target 6 (pdf)
Momentum Money Market (A) (pdf)
Momentum Money Market (I) (pdf)
Momentum Multimanager Shariah (pdf)
Momentum Optimal Yield (A) (pdf)
Momentum Optimal Yield (I) (pdf)
Momentum Performance Guaranteed Fund (pdf)
Momentum Property Income (pdf)
Momentum Real Growth Property (A) (pdf)
Momentum Real Growth Property (I) (pdf)
Momentum Small/Mid-Cap (pdf)
Momentum Smooth Bonus - 4.5% p.a. guarantee (pdf)
Momentum Smooth Bonus - Capital guarantee (pdf)
Momentum Smooth Growth Global (pdf)
MultiTrust (pdf)
NBS Link (pdf)
NedFund (pdf)
Odyssey Aggressive (pdf)
Odyssey Conservative/Moderate (pdf)
Odyssey Deferred Maturities Portfolio (pdf)
Odyssey Moderate (pdf)
Odyssey Moderate/Aggressive (pdf)
Odyssey Property Portfolio (pdf)
Odyssey Smooth Bonus (pdf)
Optimised Aggressive Growth (pdf)
Optimised Balanced (pdf)
Optimised Capital Preservation (pdf)
Optimised EB Aggressive Growth (pdf)
Optimised EB Balanced (pdf)
Optimised EB Capital Preservation (pdf)
Optimised EB Managed Growth (pdf)
Optimised Managed Growth (pdf)
PlusFactor (pdf)
Post Maturity Fund (Balanced) (pdf)
Post Maturity Fund (Conservative) (pdf)
Property (pdf)
SA Bonds (pdf)
SA Equity (pdf)
SA Money Market (pdf)
SA Rand-Hedged Equity (pdf)
SageLink (pdf)
US Dollar Money Market USD (pdf)
US Dollar Money Market ZAR (pdf)

Absa

Absa SCI Multi Managed Core Accumulation Fund (pdf)
Absa SCI Multi Managed Core Growth Fund (pdf)
Absa SCI Multi Managed Core Preserver Fund (pdf)

Adviceworx Old Mutual

Adviceworx Old Mutual Inflation Plus 2-3% Fund of Funds (pdf)
Adviceworx Old Mutual Inflation Plus 3-4% Fund of Funds (pdf)
Adviceworx Old Mutual Inflation Plus 4-5% Fund of Funds (pdf)
Adviceworx Old Mutual Inflation Plus 5-7% Fund of Funds (pdf)

Aluwani

Aluwani BCI Top 25 Equity (pdf)

Allan Gray

Allan Gray Balanced (pdf)
Allan Gray Equity (pdf)
Allan Gray Optimal (pdf)
Allan Gray Orbis Global Equity Feeder (pdf)
Allan Gray Orbis Global Balanced Feeder (pdf)
Allan Gray Stable (pdf)

AS Forum

AS Forum BCI Aggressive FoF (pdf)
AS Forum BCI Moderate FoF (pdf)

Cadiz

Cadiz BCI Money Market (pdf)

Camissa

Camissa Equity Alpha (pdf)
Camissa Islamic Equity (pdf)


Catalyst

Catalyst SCI Global Real Estate Feeder (pdf)
Catalyst SCI SA Property Equity (pdf)

Coronation

Coronation Balanced Defensive (pdf)
Coronation Balanced Plus (pdf)
Coronation Capital Plus (pdf)
Coronation Equity (pdf)
Coronation Global Emerging Market Flexible (pdf)
Coronation Global Managed Feeder Fund (pdf)
Coronation Global Opportunities Equity (pdf)
Coronation Market Plus (pdf)
Coronation Strategic Income (pdf)
Coronation Top 20 (pdf)

Curate

Curate Momentum Balanced (pdf)
Curate Momentum Enhanced Yield (A) (pdf)
Curate Momentum Enhanced Yield (B2) (pdf)
Curate Momentum Equity (pdf)
Curate Momentum Flexible Income (A) (pdf)
Curate Momentum Flexible Income (I) (pdf)
Curate Momentum Flexible Property (pdf)
Curate Momentum Global Sustainable Equity Feeder (pdf)
Curate Momentum Income Plus (A) (pdf)
Curate Momentum Income Plus (I) (pdf)

Custodian

Custodian BCI Balanced Fund (pdf)


Element

Element SCI Islamic Equity (pdf)

Fairtree

Fairtree SA Equity Prescient Fund (pdf)

Foord

Foord Balanced (pdf)
Foord Equity (pdf)

ID Capital

ID Capital BCI Balanced (pdf)

Interactive

Interactive Balanced Prescient Fund of Funds (pdf)

M&G

M&G Balanced (pdf)
M&G Dividend Maximiser (pdf)
M&G Equity (pdf)
M&G Inflation Plus (pdf)


MyQ

MyQ Ci Growth (pdf)
MyQ Ci Income (pdf)
MyQ Ci Moderate Fund of Funds (pdf)
MyQ Ci Worldwide Flexible Fund of Funds (pdf)

Nedgroup

Nedgroup Investments Global Equity Feeder (pdf)
Nedgroup Investments Managed (pdf)
Nedgroup Investments Opportunity Fund (pdf)
Nedgroup Investments Rainmaker (pdf)
Nedgroup Investments Select Balanced Fund of Funds (pdf)
Nedgroup Investments Select Defensive Fund of Funds (pdf)
Nedgroup Investments Select Equity Fund of Funds (pdf)
Nedgroup Investments Select Global Equity Fund of Funds (pdf)
Nedgroup Investments Select Growth Fund of Funds (pdf)
Nedgroup Investments Select Income Fund of Funds (pdf)
Nedgroup Investments Stable (pdf)

Ninety One

Ninety One Absolute Balanced (pdf)
Ninety One Cautious Managed (pdf)
Ninety One Commodity (pdf)
Ninety One Diversified Income (pdf)
Ninety One Equity (pdf)
Ninety One Global Franchise Feeder (pdf)
Ninety One Global Strategic Managed Feeder (pdf)
Ninety One Managed (pdf)
Ninety One Opportunity (pdf)
Ninety One Value (pdf)

Oasis

Oasis Crescent Equity Fund (pdf)

Old Mutual

Old Mutual Albaraka Balanced (pdf)
Old Mutual Albaraka Equity (pdf)

Optimum

Optimum BCI Balanced (pdf)
Optimum BCI Managed Growth (pdf)
Optimum BCI Stable (pdf)

Opulence

Opulence BCI Balanced Fund of Funds (pdf)
Opulence BCI Cautious Fund of Funds (pdf)
Opulence BCI Income Fund of Funds (pdf)

Palmyra

Palmyra BCI Stable (pdf)

Prescient

Prescient Income Provider Fund (pdf)

PSG

PSG Balanced (pdf)
PSG Equity (pdf)
PSG Wealth Creator FoF (pdf)
PSG Wealth Global Moderate FoF (pdf)
PSG Wealth Income FoF (pdf)
PSG Wealth Moderate FoF (pdf)
PSG Wealth Preserver FoF (pdf)




Satrix

Satrix MSCI World Index Fund (pdf)

Select Manager

Select Manager BCI Balanced Fund of Funds (pdf)
Select Manager BCI Cautious Fund of Funds (pdf)

SIM

SIM SCI Enhanced Yield (pdf)
SIM SCI General Equity (pdf)
SIM SCI Inflation Plus (pdf)
SIM SCI Medium Equity (pdf)


Traditional

Allan Gray Balanced (pdf)
Allan Gray Equity (pdf)
Analytics Balanced FoF (pdf)
AS Forum Aggressive FoF (pdf)
AS Forum Cautious FoF (Now Optimum BCI Stable) (pdf)
AS Forum Moderate FoF (pdf)
Board of Executors (pdf)
Contego B5 MET Protected Equity (Now Custodian BCI Balanced Fund) (pdf)
CubeVest (pdf)
Cubic Deposit (pdf)
Cubic Smooth Bonus (pdf)
Culink Equity (pdf)
Culink Managed (pdf)
Deposit (pdf)
Investor (pdf)
Liberty (pdf)
Linkvest Managed (pdf)
Metropolitan Odyssey Balanced FoF (Now Momentum Focus 6 Fund of Funds) (pdf)
Metropolitan Odyssey Conservative FoF (Now Momentum Focus 5 Fund of Funds) (pdf)
Momentum Bond (pdf)
Momentum International Balanced Feeder (Now Momentum Global Managed Feeder) (pdf)
Momentum Money Market (pdf)
Momentum Property - renamed Momentum Real Growth Property (pdf)
N.B.S. Hallmark Fund (pdf)
N-e-FG Balanced (Now BCI Flexible) (pdf)
N-e-FG Income Provider FoF (Now 3B BCI Cautious Managed) (pdf)
Nedgroup Investments Rainmaker (pdf)
Oasis Crescent Equity (pdf)
Odyssey Aggressive (pdf)
Odyssey All Equity Portfolio (pdf)
Odyssey Conservative (pdf)
Odyssey Conservative/Moderate (pdf)
Odyssey Deferred Maturities Portfolio (pdf)
Odyssey General Portfolio (pdf)
Odyssey Moderate (pdf)
Odyssey Moderate/Aggressive (pdf)
Odyssey Global Hedge (pdf)
Odyssey Property Portfolio (pdf)
Prosure (pdf)
Smooth Bonus (pdf)
Standard Bank Extra Income (pdf)
Standard Bank General (pdf)
Standard Bank Industrial (pdf)
Standard Bank International (pdf)
Syfrets (pdf)
ABSA Fund (pdf)
Cash Fund (pdf)
Distributor (pdf)
Equi-Life (pdf)
Fidelis (pdf)
Foreign Balanced (pdf)
Golden Ten (pdf)
High Growth (pdf)
Managed Nedfund (pdf)
MultiTrust (pdf)
Nedfund (pdf)
Nedfund Linked (pdf)
NIB Growth (pdf)
Opti-Cover (pdf)
Plus-Factor (pdf)
Sage Aggressive Growth (pdf)
Sage Balanced (pdf)
Sage Capital Preservation (pdf)
Sage Fund (pdf)
Sage Link (pdf)
Sage Managed Growth (pdf)
Sage Smooth Bonus (pdf)
Sanlam Index (pdf)
Sanlam Industrial (pdf)
Stanlib Wealth Builder (pdf)
Structured Balanced Risk (pdf)
Structured Capital Protector (pdf)
2001 Equigrowth (pdf)
2001 Managegrowth (pdf)
Crane (pdf)
Eagle National (pdf)
Equity-linked (pdf)
Futuregrowth (pdf)
Gemini (pdf)
Global Equity-linked (pdf)
Managed Fund (pdf)
Managed Gain (pdf)
Master Adaptor Equity-linked (pdf)
Master Adaptor Managed Linked (pdf)
Master Adaptor Property-linked (pdf)
Master Managed (pdf)
Master Managed (SPP) (pdf)
Master Managed (SPP) Adaptor
Master Protector Plan (pdf)
Momentum Call Portfolio (pdf)
Prolific (pdf)
Property Gain (pdf)
Propgrowth (pdf)
Pure Specialist Linked (pdf)
Risk Portfolio
Southern Deferred Maturities (pdf)
Southern High Opportunity (pdf)
Sure Gain (pdf)
Sure Gain - series 45 (pdf)
Sure Profits (pdf)
Sure Profits - series 45 (pdf)
Topaz Equity (pdf)
Topaz Managegrowth (pdf)
Topaz Property (pdf)
UAL (pdf)

We and our selected partners use cookies to enhance and personalise your experience on our website. Please see our cookie policy for more information.

To enhance your user experience on our site, learn more about our supported browsers

Your browser's cookies are disabled. Enable cookies to ensure our website functions correctly. View our Privacy Notice.