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Wealth funds

A-Z fund list

Latest funds available on the Momentum Wealth platform.

Money market yields

A regular update of various South African money market funds.

Morningstar performances

Fund performance shown by Manager or Sector.

Fund fact sheets

Monthly collective investment scheme one-pagers capturing important information including asset allocation, performance and top holdings.

Core Portfolio

Our Core Portfolio range gives you access to a simplified investment universe with a hand-picked selection of funds. This document gives you an overview of the philosophy behind the Core Portfolio range and the latest list of funds in the range.

Wealth investment series brochures

Investor guide

This guide provides you with important information on how to manage your investment on our platform.

Terms and conditions for Wealth's on-line transactions

Conflict of Interest Policy

Momentum Wealth details

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