SECTION 5
Momentum Investments (Pty) Ltd www.momentuminv.co.za
Company details
FAIS requirements
B-BBEE credentials
FAIS FSP registration number: 19840 Switchboard: 086 153 8732 Fax number: 086 573 7384 General email: InvestmentsComms@momentum.co.za Website: www.momentuminv.co.za Address: 268 West Avenue, Centurion, 0157 PO Box 7400, Centurion, 0046 Compliance officer name: Bernard Pieterse
Who is your FAIS complaints officer? Shital Jeeva Please provide the link to the complaints policy on your website: http://www.momentuminv.co.za/ Libraries/Legal_Documents/Complaints_ Resolution_Policy_and_Procedure.sflb. ashx
Are you B-BBEE accredited? Yes What is your B-BBEE status? Level 2 By whom have you been accredited? National Empowerment Rating Agency Date of accreditation: 2017-05-23
Investment philosophy Momentum Investments follows an Outcomes-based investment philosophy They have adapted their unique value proposition to create investment portfolios that centre around their clients and increase the likelihood of reaching their investment goal.
Ownership What is the ownership structure of the company? MMI Holdings Ltd Who are the directors of the company? Frans Truter, Johan van Reenen, Neil Krige, Syd Muller, Nicolaas Kruger, Mary Vilakazi, Thinus Alsworth-Elvey Do staff and management have an interest in ownership? Please provide the percentage held by staff and management: No
History
Their unique value proposition is to understand clients’ goals and their attitudes and capacities to take on risk. They recognise and understand market forces and human behaviour (for example, the herd mentality – investors making the wrong investment decisions at times of stress). They craft investment solutions for clients by considering their liabilities or needs, defining a goal, risk tolerance and appropriate time frame and then diversifying across multiple asset classes, investment strategies and mandates to match and deliver on the objectives that have been set.
When was the company established? 2004-01-01 List of mergers that have taken place since being established: Momentum Investments includes all the investments-related businesses of MMI Holdings Limited and offers a wide spectrum of investment services and solutions to individual and institutional investors. Momentum Investments includes the businesses previously known as Momentum OutcomeBased Solutions, Momentum Asset Management, Momentum Alternative Investments, Momentum Global Investment Management and the Eris Property Group.
Momentum executes robust solutions by blending asset classes and strategies in the most efficient and optimal manner through modern financial engineering techniques. They help clients understand and articulate their needs and solve for appropriate investment outcomes. Their investment team remains focused on the right outcome and makes this journey as comfortable as possible.
The investment capabilities have been re-organised and rebranded as Portfolio Solutions, Research & Insights, Alternatives Fixed Income & Specialised Strategies (fixed interest capabilities), Growth through Capital (listed property), Systematic Strategies & structuring (indexation capabilities) and Global Investment Management.
GIPS Are you GIPS compliant? No Are you GIPS verified? No By whom have you been verified? N/A Date of verification: N/A Expiry date of verification: N/A
Investment mandates What are your total assets under management? R508.1 billion Please detail the mandates you currently manage and the size of each of these mandates: Institutional: N/A Retail: N/A Life: N/A Other: N/A
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