A lot has changed on the improved investments website. Huge development was necessary, which included using the latest technology, while also creating more visibility and transparency across our business. In total, the new webspace has more than 170 pages for Momentum Investments.
It’s not a one size fits all anymore, with easily searchable content. Users can watch our events and download the presentations, see our fund managers’ updates, visit our Global Matters portal for the latest on offshore investing (click here), as well as browse our archive for articles, commentary and other investment views.
The home page gives you an introduction to who we are and how we can help you achieve your clients’ financial goals.
In the Investments media section, you can read and listen to some of our latest thinking on investments from our investment team and other experts with links to news articles, videos and podcasts. On our events section we share presentations and insights from our events.
We feature the Momentum Investments team to show that our diverse, trustworthy team has a broad array of skills, and that clients’ investments will benefit from their expertise.
The Resource Centre gives users a wide array of investment resources. In the resource centre you will find all forms, brochures, fact sheets, reports, investments tools, and documents you may need, all in one centralised place for easy reference.
If you’re a financial adviser looking for practical tools, insights and customised solutions to help your clients’ achieve their goals, you’ll see exactly where to go to find the information you need.
Visit the new home for Momentum Investment Consulting (MIC) at momentum.co.za/MIC. Our discretionary fund manager (DFM) is here to transform your clients’ investment uncertainty into more certainty. MIC offers you discretionary fund investment management services and solutions so your clients’ can achieve their defined investment outcomes. We offer you a holistic investment value proposition aligned to your financial advice process; cost-effective portfolios; portfolios available on the linked investment service provider (Lisp) platform of your choice; and simple and effective administration and reporting.
Also be sure to visit the new home for Momentum Collective Investments (MCI) at momentum.co.za/MCI. MCI offers unit trusts across all major asset classes to individuals, businesses and financial advisers in South Africa. We have a range of local and global unit trusts to suit your clients’ unique investment needs and goals.
On the website you can learn more about our outcome-based investing philosophy.
Our long-term success is not only driven by our unrivalled expertise, but also by our sustainable and responsible investing practices. In our Responsible investments section, you can learn more about how we live this philosophy every day and we contribute to a well-balanced economy.
Our new website contains a wealth of information that will help financial advisers, individuals and businesses navigate the world of investing, and help them make smarter choices.
Let’s help you make your clients’ dreams and aspirations come to life. Because with us, investing is personal.
Visit momentum.co.za today and click on Investments and Savings.
Watch our video on our new website here.
Momentum Investment Consulting (Pty) Ltd, is an authorised financial services provider (FSP32726). Momentum Investments is part of Momentum Metropolitan Life Limited, an authorised financial services and registered credit provider (FSP 6406) (NCRCP173). Momentum Collective Investments (RF) (Pty) Ltd (the management company), registration number 1987/004287/07, is authorised in terms of the Collective Investment Schemes Control Act, No 45 of 2002 (Cisca) to administer collective investment schemes (CISs) in securities. The management company is the manager of the Momentum Collective Investments Scheme (the scheme) and a part of Momentum Metropolitan Life Limited, a full member of the Association for Savings and Investment SA (Asisa) and rated B-BBEE level 1. CISs are generally medium- to long-term investments. The value of participatory interests may go down as well as up and past returns are not necessarily a guide to the future. CISs are traded at ruling prices and can engage in borrowing and securities lending. A schedule of fees and charges and maximum commissions is available on request from the management company.