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Funds & Solutions - South Africa

With us it's personal
 

What we do

In this era of increased market volatility and investor uncertainty it is difficult for investors to ensure that their specific risk and return requirements are met by their existing investment portfolios. Momentum has created a range of multi asset fund of funds designed specifically to address this area of potential risk for investors.

 

Our Global Managed Solutions

The Momentum Global Managed Solution portfolio range provides you with an international range of risk-profiled multi-manager solutions that optimally blend single-managed funds within a well-defined asset allocation strategy. Various investment strategies and mandates are combined in such a way that each Momentum Global Managed Solution portfolio is able to provide you with consistent and robust investment returns within a predefined level of volatility.

Managed Solutions
 

Our DFM Model Portfolios

The Global Managed Solutions DFM Model Portfolio range provides the same solutions as the fund range – i.e. risk-profiled multi-manager solutions that optimally blend single-managed funds within a well-defined asset allocation strategy. Each Momentum Global Managed Solution DFM Model Portfolio is able to provide you with consistent and robust investment returns within a predefined level of volatility.

DFM Model Portfolios
 

Single Asset Solutions

Our Single Asset Solutions comprise of our Global Equity Fund and our Global Equity Enhanced Index Fund.

The Global Equity Fund aims to outperform the MSCI World Index over a rolling 3-year period by investing in a diversified portfolio substantially consisting of shares (equities) listed on international stock exchanges. The Fund will be actively managed and may be substantially invested in securities contained in the MSCI World Index. 

Global Equity Enhanced Index Fund aims to deliver returns comparable with the MSCI World Index over a rolling 3-year period. The Fund is actively managed and seeks to enhance the returns of the MSCI World Index by modifying the holdings and the weights of the holdings of the MSCI World Index for additional return.

Single-Asset Solutions

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