Momentum Investments

www.momentuminv.co.za

Company details

FAIS FSP registration number: 19840

Switchboard: (012) 671-8911

General email: InvestmentsComms@momentum.co.za

Address:

268 West Avenue, Centurion, 0157 PO Box 7400, Centurion, 0046

Compliance officer name: Daleen Lessing

Investment philosophy

We are in the business of trusted partnerships with retirement funds, asset consultants and advisers in South Africa’s, and we are proud of these strong personal relationships.

Our investment approach means constructing a portfolio that is capable of meeting an investor’s needs. Our outcome-based investing philosophy places the investor’s needs at the centre of the investment process, allowing us to align your investment with your financial goals. Our investment solutions include multi- and single-asset-class solutions, as well as specialist portfolios, offering you a broad range of investment strategies with access to various asset classes.

Momentum Investments was created in December 2010 as a result of Momentum Metropolitan Holdings Limited’s client-centricity strategy, through the consolidation of various investment capabilities. The underlying investment businesses of Momentum Investments include Momentum Asset Management, Momentum Outcome-based Solutions, Momentum Investment Consulting, Momentum Alternative Investments, ERIS Property Group, Momentum SP Reid (now known as Momentum Securities) and Momentum Global Investment Management.

The support and resources of a large group gives you peace of mind. Momentum Metropolitan Holdings is our shareholder, affording us the stability and strength of a listed company. The security of the Momentum Metropolitan Life Limited balance sheet offers protection that few others can.

We understand that your investment isn’t just another investment. It’s unique to you. Through meaningful partnerships, we believe in delivering personal investment goals together.

With us, investing is personal.

FAIS requirements

Who is your FAIS complaints officer?

Daleen Lessing

Please provide the link to the complaints policy on your website: https://retail.momentum.co.za//documents/invest-andsave/complaints-resolution-policy-and-procedure.pdf

Ownership

What is the ownership structure of the company?

Momentum Metropolitan Holdings (MMH) Limited

Who are the directors of the company?

Directors of Momentum Outcome-based Solutions (Pty) Ltd:

Daleen Lessing and Jannie du Randt

Do staff and management have an interest in ownership? Please provide the percentage held by staff and management: No

History

When was the company established?

2004

List of mergers that have taken place since being established:

Momentum Investments includes all the investments-related businesses of MMH Limited and offers a wide spectrum of investment services and solutions to individual and institutional investors. Momentum Investments includes the following businesses Momentum Outcome-Based Solutions, Momentum Asset Management, Momentum Alternative Investments, Momentum Global Investment Management and the Eris Property Group.

The investment capabilities are:

● Institutional and Retail Portfolio Solutions

● Fixed Interest

● Listed Property

● Indexation and Smart Beta

● Alternative Investments

● Global Investment Management

● Macro Research and Asset Allocation

B-BBEE credentials

Are you B-BBEE accredited? Yes

What is your B-BBEE status?

Level 1

By whom have you been accredited?

National Empowerment Rating Agency

Date of accreditation:

2021-11-26