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Multi-asset-class investments

Our multi-asset-class investments focus on things that matter the most to you – making sure we maximise the likelihood of you achieving your investment goals.

Over time, we evolved our outcome-based investing philosophy and our multi-asset-class, multi-strategy and multi-mandate investments to match your investment needs. Multi-asset-class investments contain various asset classes, like equities, bonds and cash.

View brochure (pdf)
Illustration icon of different reports in an investment portfolio folder representing multi-asset class investments.

Portfolio outcomes

Range to suit
different goals
and needs

Investment horizon illustration in red.

Investment horizon

4 to 7+ years


An illustration icon of a gauge that measures your measuring your investment risk profile.

Risk

Low to high


Multi-asset-class investments and your portfolio

Each portfolio range has a life stage progression model, which allows you to switch seamlessly from a more aggressive investment portfolio, with longer-term investment horizons, to more conservative and, ultimately, defensive portfolios in the medium to shorter term.

Multi-asset-class portfolio range

A range that consists of traditional and new alternative asset classes.

Enhanced Factor 4

Low to medium risk
4 years

View fact sheet (pdf)

Enhanced Factor 5

Medium risk
5 years

View fact sheet (pdf)

Enhanced Factor 6

Medium to high risk
6 years

View fact sheet (pdf)

Enhanced Factor 7

High risk
7 years

View fact sheet (pdf)

View archive

A range that consists of traditional active asset classes.

Classic Factor 4

Low to medium risk
4 years

View fact sheet (pdf)

Classic Factor 5

Medium risk
5 years

View fact sheet (pdf)

Classic Factor 6

Medium to high risk
6 years

View fact sheet (pdf)

Classic Factor 7

High risk
7 years

View fact sheet (pdf)

View archive

A range that consists of passive and smart beta.

Target Factor 4

Low to medium risk
4 years

View fact sheet (pdf)

Target Factor 5

Medium risk
5 years

View fact sheet (pdf)

Target Factor 6

Medium to high risk
6 years

View fact sheet (pdf)

Target Factor 7

High risk
7 years

View fact sheet (pdf)

View archive

A range that consists of multiple balanced mandates.

Flexible Factor 4

Low to medium risk
4 years

View fact sheet (pdf)

Flexible Factor 5

Medium risk
5 years

View fact sheet (pdf)

Flexible Factor 6

Medium to high risk
6 years

View fact sheet (pdf)

Flexible Factor 7

High risk
7 years

View fact sheet (pdf)

View archive

Our investing
philosophy and process


We have developed and over many years evolved a market-leading investment process to maximise the likelihood of you achieving your goals.

Our approach to investing is about placing your goals at the centre of our day-to-day investment process. Central to our thinking is:

  • Constructing portfolios around your goals and time horizon.
  • Making sure the portfolios are well diversified.
  • Making sure portfolios remain flexible and adaptable.
  • Making sure each portfolio has an attractive risk-adjusted return that provides a more consistent investment experience over time.
  • Limiting the risk and temptation of market timing.

Our portfolio construction process comprises 3 steps:

Multi-asset-class Blending the right asset classes for optimum risk management at a total portfolio level. We analyse asset classes to comprehend how best to create a well-diversified solution with the optimal asset allocation.
Multi-strategy To enable consistent returns in dynamic market conditions. We identify the most beneficial investment strategies to use (including factors such as investment style, regional exposures, credit, real assets, currency, etc).
Multi-mandate Maximising the specialist expertise in different investment management styles. Investment mandate design and selection (whether active or passive) is the final step in our comprehensive outcome-based investment process.

Rules and regulations

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

FSCA logo.

Financial Sector Conduct Authority (FSCA)

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

Asisa 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.

Resource centre

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 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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