Site url: https://wwpre.momentum.co.za/momentum/business/institutional-investing/specialist-investments
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Red wall made of slanted wooden pallets.

Specialist investments

Our specialist investments consist of
multi-asset-class portfolios aimed at your unique investment needs. Investment mandates are combined to maximise the probability of delivering benchmark-outperforming returns at the lowest possible risk. We do this by combining diversified investment management strategies and styles within each specialist portfolio.

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Portfolio outcomes

Various to suit
different goals and
needs

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Investment horizon

3 to 5 years

#

Risk

Low to medium

Specialist investments and your portfolio

Each of these portfolios have return objectives that cater for different risk appetites and investment horizons.

Specialist portfolio range

Real Return

Low risk
3 years


Absolute Strategies

Low to medium risk
4 years


Multiple Balanced

Medium risk
5 years


Shari'ah

Medium risk
5 years

Our investing philosophy and process

These investments cater for your unique
investment needs.

We follow an outcome-based investing philosophy and design portfolios with the aim of maximising the likelihood of delivering on these outcomes. To achieve each portfolio’s investment outcome while reducing unnecessary risk, we invest in a wide range of asset classes.

Our unique outcome-based investing approach is designed to never lose sight of the investment outcomes you require as an investor.
We construct our portfolios with this at the forefront of our minds to give us the best likelihood of achieving the specified outcomes over reasonable time periods.

Outcome-based investing

We place your investment needs at the centre of our investment process so that your financial goals are aligned to your investment outcomes.





Responsible investing

We define responsible investing (RI) as an investment process that includes environmental, social and governance (ESG) factors into our process. Issues like increasing regulation, the growing need for risk mitigation and a heightened social conscience can be addressed by integrating ESG factors into our investment process.


Rules and regulations

Our specialist portfolios are complaint with Regulation 28 of the Pension Funds Act.

Financial Sector Conduct Authority (FSCA)

Financial Sector Conduct Authority (FSCA)

We are licensed with the FSCA and comply to the market conduct regulations stipulated by the FSCA.

Association for Savings and Investment South Africa logo



Association for Savings and Investment South Africa (Asisa)

Our governing body, Asisa, provides best practice guidelines to make sure the investor is the focal point of everything we do.

Our portfolio manager

Mohammed Sibda

Portfolio manager



Senior Portfolio Manager

Industry experience: 20 years

Contact investments for businesses

General enquiries



Office hours are Monday to Friday from 08:00 to 17:00.

Wayne Dennehy




Office hours are Monday to Friday from 08:00 to 17:00.

Momentum Investments 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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