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  • About us
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    • About us
    • Investment Platform
    • Corporate Wrappers 111
    • Unit trusts
    • Responsible investing
    • Fact sheets
    • Resource centre

    Momentum is a financial services company and provider of healthcare, insurance and investment solutions in SA.

    Stewards of your
    investment
    success

    As your conscientious investment stewards, we leave no stone unturned in our dedication to helping you achieve your ultimate investment goals.

    View brochure (pdf)

    Award-winning
    team

    We set our sights beyond mere benchmarks and instead focus on the things that matter the most to our clients.

    Read more

    Responsible investing

    We are dedicated to guiding, protecting and improving the environment and the lives of our clients.

    Read more

    Investment management capabilities

    We offer investment strategies and solutions across different investment styles, and assets to accommodate our clients' varying risk tolerance, capital, styles, preferences, and time frames.

    Our investment solutions

    Multi-manager

    We focus on designing, building, and managing outcome-based investment strategies, which are delivered through single- and multi-asset portfolios and tailored client solutions.

    Learn more

    Alternative investments

    We look for opportunities in impact investing, private markets, and hedge funds to diversify your investments.

    Learn more


    Our asset management capabilities

    Momentum Fixed Income

    Offers a variety of investment options that can vary from low-risk cash investments to medium-risk bond investments.

    Learn more

    Systematic strategies

    We use our practical knowledge and experience to combine cutting-edge tracking techniques with invaluable human insight to build portfolios that do away with emotional and behavioural biases.

    Learn more



    Investment platform

    Our institutional investment platform is for investors who prefer to design customised investment portfolios. Through our platform, institutional clients can construct and tailor portfolios to suit their needs.

    Learn more

    Responsible investing

    Responsible investing is part of our core belief. Sustainable and responsible investment practices are a material factor underpinning our long-term success.

    Learn more

    • Who we are
    • The team
    • Research and insights
    • Transformation
    • Legal & Compliance

    Who we are

    Rocket in red illustration.

    Innovation, excellence, integrity, accountability, teamwork and diversity are our values, underlying our primary purpose, which is to help clients stay invested.

    Learn more

    The team

    Research and insights

    Transformation

    Legal & Compliance

    Phambili programme

    Empowering unemployed youth through access to education, while creating a pipeline of talent to be absorbed into the organisation.

    A male and female colleague, who applied for the Phambili bursary, now working for Momentum Investments as interns.

    Internship programme

    We are committed to creating opportunities and developing talent in the investment management industry, and that is why we launched our internship programme called ‘Phambili’.

    Close up view of the nautilus shell on the inside.

    Bursary programme

    The bursary programme feeds into the Phambili internship programme and is aimed at students who want to work within an investment business in the future. The bursary covers full tuition fees, textbooks, and accommodation. After successful graduation, there’s an opportunity for the graduates to join Momentum Investment management as an intern.

    Applications are open and will close on 4 October 2024.

    Apply now

    Media centre

    What are you looking for?

    FANews


    The impact of personality traits on investment decisions.



    View publication (pdf)

    June’s dip in rental inflation larger than anticipated

    A document prepared by our macro research team on the latest figures for consumer price inflation.



    View publication (pdf)

    Less hawkish hold a pathway to monetary policy easing

    A report by our macro research team on the South African Reserve Bank's latest Monetary Policy Committee interest rate decision.


    View publication (pdf)
    View more
    JULY 2024

    Heartfelt partnerships: Pioneering cardiac care for children in need

    Momentum Investments, in collaboration with the health business of Momentum Group Limited, is proud to partner with the Nelson Mandela Children’s Hospital for a transformative initiative.

    View article (pdf)
    NOVEMBER 2023

    Momentum Investments and Stellenbosch University partner in machine learning research

    Momentum Investments is proud to announce the creation of the Momentum Investments Research Chair (Professorship) for research into machine learning in finance.

    View article (pdf)
    SEPTEMBER 2023

    Momentum Investments and Robeco launch partnership in Southern Africa

    The strategic partnership between Momentum Investments and Robeco deepens the portfolio integration in quantitative equity products and research.

    View article (pdf)
    View more

    Investment Research



    View more

    Retail portfolio solutions

    Ronnie Bornman, portfolio manager, gives an update on and an outlook for retail portfolio solutions.

    Ronnie Bornman, portfolio manager

    Outcome-based solutions

    Learn how our investment team remains anchored in our outcome-based investing philosophy and process.

    Nina Saad, Head of Corporate Portfolio Solutions at Momentum Investments, explains Momentum's investment philosophy for business investments during uncertain times.
    View more

    Latest events

    MFP Outcome Matters | August 2024

    With the local elections behind us, our attention turns to the rest of the world. We unpacked the geopolitical risks associated with all the other elections taking place around the world at our MFP Outcome Matters webinar. With a shift from centrist party support to extremist support, we considered the associated risks this poses and how we will navigate this environment. We also introduced the Wealth Management function and launching our new asset manager, Curate.

    Learn more

    The future of behavioural finance webinar

    At our Minds and Machines 2024 webinar we explored the exciting frontier where artificial intelligence (AI) and psychology fuse to shape the future of behavioural finance. Discover how cutting-edge AI technologies are revolutionising our understanding of human behaviour in financial decision-making, and gain insights into the powerful implications for investors, financial advisers, and beyond.

    Learn more

    Mindful Moments

    Mindful Moments is held twice a year and is tailor-made for our business clients. It is designed to give our advisers, consultants and clients insights into best practices when it comes to investing. The content is also relevant to all individual investors and advisers.

    Learn more

    Moments with our
    investment gurus

    Our investment management professionals discuss the latest market events and give insight into some of our investment capabilities at our regular virtual investment team sessions. Members of our investment team show how they manage their portfolios in this highly dynamic environment.

    Learn more
    See all events

    Contact us

    General

    0860 006 784
    [email protected]

    Multi-manager

    Gordon Webb
    082 823 6509
    [email protected]

    Asset management


    Sherwin Pillay
    084 525 5251
    [email protected]

    Unit trust


    0860 111 899
    +27 12 675 3002
    [email protected]
    Other Momentum contacts

    Momentum Investments Group is part of Momentum Metropolitan Life Limited, an authorised financial services (FSP6406) and registered credit provider (NCRCP173), rated B-BBEE Level 1.

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