What we do
Fixed income investments give you access to the interest-bearing markets in South Africa. They can vary from low-risk cash investments to medium-risk bond investments. The aim of fixed income investments is to generate a high level of interest relative to this asset class at a lower level of risk.
Portfolio outcomes
Capital protection
Liquidity
Income
Investment horizon
1 to 3 years
Risk
Low to moderate
Fixed income investments and your portfolio
Fixed income investments are suitable for investors who want access to cash or capital protection with moderate capital growth. In an investment portfolio, fixed income serves to generate income for a portfolio and is a good diversification away from more risky investments like equities.
Fixed income portfolio range
Money Market
Low risk
6-12 months
Flexible Income
Low to medium risk
2 years
Inflation-Linked
Bond
Medium risk
3 years
Bond
Medium risk
3 years
Absolute Income
Low to medium risk
1 to 3 years
Diversified Bond
Medium
3 years
Enhanced Yield
Low risk
2 years
Income Plus
Low to medium risk
3 years
Our investing
philosophy and process
Our measure of success is when we can deliver on client outcomes over the appropriate investment horizons at low levels of risk.
We always compare the risk with opportunity in our investments and we follow a valuation-based investing philosophy, meaning we look for instruments we believe have high value but are undervalued by the market. These investments must meet our strict criteria of generating income when interest rates go up or down so that we maximise compounding through the income accrual process.
Rules and regulations
Our portfolios are compliant with Regulation 28 of the Pension Funds Act.
Financial Sector Conduct
Authority (FSCA)
We are licensed with the FSCA and comply to the market conduct regulations stipulated by the FSCA.
Our governing body, ASISA, provides best practice guidelines to make sure the investor is the focal point of everything we do.
Awards
We're proud to have received the recognition from our industry peers and clients alike for the outstanding expertise of our investment specialists.
2022
Citywire South Africa Awards
Impact Project/Investment of the Year – Education (Momentum alternative investments)
2020
Raging Bull Awards
Momentum Alternative Investments for creating investment solutions that address pressing social challenges while also generating acceptable financial returns for clients.
2019
Raging Bull Awards
Best South African – Interest Bearing – Short Term Fund (The Momentum Enhanced Yield Fund)
Meet our team
Zisanda Gila
Portfolio manager
BCom, Financial Mathematics
19 years industry experience
Ivan Koekemoer
Fixed income trader
BCom (Hons) Investment management, CFA
14 years industry experience
Karabo Seima
Credit portfolio manager
Mcom (Finance)
18 years industry experience
Keagan Dodo
Portfolio manager: Fixed income
Mcom (Finance), CAT1 &2, RES,CFA level 1
10 years industry experience
Moleboheng Motsoele
Credit analyst
BCom (Hons)
5 years industry experience
Nicolette Plaatjies
Senior Credit Analyst
BCom
24 years industry experience
Lerato Tshoni
Junior credit analyst
BCom Law (Economics), LLB
2 years industry experience
