Investment capabilities

Decoding the intricacies of fixed income (Part 2)

In Part 2, Keagan Dodo, provides an understanding of credit within the fixed income or unit trust landscape, as well as the impact of interest rate changes on credit instruments.

Decoding the intricacies of fixed income (Part 1)

Keagan Dodo, portfolio manager for the Momentum Investment Fixed Income team differentiates between investing SA’s retail savings bonds vs investing in a fixed income unit trust.

Unpacking Smart Beta from our fund manager’s perspective

Loftie Botha, fund manager at Momentum Investments, talks about Smart Beta. This unique investment approach can be used as a building block in your toolkit at a lower fee than what is associated with traditional equity funds.

Reimagine retirement

Levashni Naicker talks to Elri Pienaar, senior product specialist in the product solutions team at Momentum Investments, about how we’ve reimagined retirement income planning.

How MCI makes investing personal

Ali Simpkins, fund specialist, talks to Kapil Joshi, head of Momentum Collective Investments, about how we support, and partner with financial advisers to make investing personal.

Expanding your Smart Beta toolbox

Wayne Dennehy, head of systematic strategies & structuring, explains the advantages of a Smart Beta Fund - a fantastic tool for investors to consider into their portfolios to give them a level of diversification.

Why invest in Smart Beta?

Wayne Dennehy, head of systematic strategies & structuring, explains how Smart Beta funds help build better, cheaper, and more diversified portfolios.

Guaranteed solutions and financial planning

Andre Geldenhuys, financial adviser at Momentum Consult, explains how guaranteed solutions help mitigate risks by not being exposed to market volatilities.

More about annuities

Krishna Kanjee, product specialist: income & structured solutions, gives her insights about Momentum Investments voluntary and compulsory annuities offering.

Living versus life annuities

Elri Pienaar, manager: income & structured solutions, unpacks the difference between a RA and a life annuity and how It's always a personal choice.