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Momentum for UK Advisers

Momentum offers a range of products that include innovative investment solutions, delivered through multi-asset funds and model portfolios on platforms, as well as ground-breaking technology that engages your clients and helps to demonstrate value to them.

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Who we are

Established in 1998, Momentum is part of MMI Holdings, a large South African insurance and investment business, listed on the Johannesburg Stock Exchange.

We are committed to providing investment solutions and digital products that can deliver against real client investment objectives.

The Factor Series

The Factor Series fund range draws upon factor investing methodologies to create a range of risk-rated funds targeting inflation plus returns over medium to long-term. The funds will be broadly diversified portfolios investing in a range of equities, fixed income, cash, property and alternative strategies.

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Managed Portfolios

We have created seven risk-graded managed portfolios, and three income portfolios, designed to meet different circumstances and attitudes to risk.

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Moneyhub Connect

Our innovative digital offering allows you to connect with your clients in a new way, and become part of their financial world.

Moneyhub is Momentum UK's flagship consumer product, and allows users to integrate all their accounts and investments for a holistic picture of their finances. With Moneyhub Connect, you can easily share their intermediated platform data with them, and they can share their financial data with you. In this way you can add efficiency to the service you provide, and plan together to help your clients meet their goals.

As a Moneyhub Connect adviser, you'll also appear in our directory, so Moneyhub users can find you when they're looking for advice.

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