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Low-angle perspective of The Marc building in Sandton, South Africa. Low-angle perspective of The Marc building in Sandton, South Africa.

Local investing

You’re ready to keep your money safe and grow your wealth. The question is, what are the most suitable investment options in South Africa for your unique needs?

Whether you want to invest a lump sum amount or invest regularly, with our wide range of investment solutions, we can help you achieve your financial goals.

  • Flexible and tax-efficient investment options.
  • Your trusted investment partner growing wealth since 1966.
  • Investment solutions that cater to your needs.
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Retirement

Take charge of your financial future. Invest towards financial independence or choose from our range of investment and income solutions if you are close to retirement.

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Unit trusts

Invest in unit trusts across all major asset classes. We have a range of local unit trusts and offshore unit trusts to suit your personal investment needs and goals.

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Tax-free investing

Use our investment solutions to optimise tax incentives when investing towards a brighter financial future.

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Equilibrium - Discretionary Fund Management

Equilibrium is about balance. It is about understanding your client’s objective and constructing portfolios to match that objective. It is about the improved balance we bring to your financial advice practice.

Resource centre

Get access to a comprehensive list of investment resources for individuals, businesses and financial advisers. See our latest brochures, forms and fund fact sheets and stay up to date with our press releases, trustee newsletters and news and updates.

Local Investment platform

Momentum Wealth

We offer a diverse range of investment and retirement solutions, with access to local and global investment markets to suit all investment needs.

Whether you want to create and grow your wealth, protect it, or earn an income from it, we have a personal investment solution.

Guaranteed solutions

If you want more certainty when you invest, explore our range of guaranteed solutions to protect your annuity income against market movements, inflation and changes in the interest rate.

Need financial advice?

A financial adviser can help you with a financial plan to start your investment journey.

Contact us

0860 546 533

[email protected]
Office hours are Monday to Friday from 08:00 to 17:00.
+27 12 684 5008

0860 444 433

[email protected]
Office hours are Monday to Friday from 08:00 to 16:00 (Central Africa Time). Unavailable on weekends.

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