Our focused range of flexible investment solutions allow you to tailor your financial plan, as well as respond to life and market changes.
The International Investment Option is designed for investors with a medium- to long-term investment horizon who require maximum flexibility and easy access to their offshore investment portfolio whenever they need it.
Designed for investors who want a diversified offshore investment portfolio housed within an insurance contract. It therefore combines the advantages of an insurance product (such as tax planning) with a broad choice of underlying investment funds.
International Core Portfolio
As an investment provider, we believe it is important that funds perform in line with expectations and we have, as a result, put a market-leading governance process in place. Our skills and experience have resulted in sophisticated and robust processes, which support fund choice and the core portfolio guides fund selection to suit specific client needs.
The International Core Portfolio range provides a select range of FSCA-approved international funds that serve to maximise international opportunities, whilst minimising unnecessary risk. Each fund that forms part of this range has been subjected to extensive analysis and identified as a leader in its respective category.
International Core Portfolio (2.55 MB)
The Open Architecture range gives clients the opportunity to choose from over 1 000 underlying funds, which are suited to varying client risk profiles and offer access to global equity, bond, property, cash, multi-asset, specialist, alternative and index tracker investment options
The International Personal Share Portfolio provides single-platform access to global listed shares and exchange-traded funds on the world’s major stock exchanges. Level of participation choices in terms of execution only, advisory or discretionary mandates are available.
An international share portfolio provides the potential for higher returns by allowing investors to gain exposure to markets that are specific to geographical sectors, industries and themes that many locally-listed companies have little or no access to. The International Personal Share Portfolio provides an opportunity to custom-build a share portfolio of internationally-listed securities.
International Personal Share Portfolio (1,016 KB)
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The information in the website relates exclusively to the services that are available from Momentum Wealth International Limited. Access to the website is governed by the terms and conditions and important notices which are set out below.
Momentum Wealth International Limited is incorporated in Guernsey, registered no 30830, and is licensed by the Guernsey Financial Services Commission to conduct Investment Business. Momentum Wealth International is an authorised financial services provider pursuant to the Financial Advisory and Intermediary Services Act No. 37 of 2002 in South Africa. Momentum Wealth International Limited, a company incorporated in Guernsey, is a wholly owned subsidiary of Momentum Metropolitan Life Ltd. The ultimate parent of Momentum Metropolitan Life Ltd is Momentum Metropolitan Holdings Ltd, a company incorporated in South Africa and quoted on the Johannesburg Stock Exchange.
The information available in the website is for information purposes only. If you do not understand, or if you have any queries about, any of the information appearing in the website, please Contact your professional adviser.
The website contains information about the Personal Portfolio Service and the FundShop Service. The following important notices apply.
By clicking "I agree" below, you agree that you have read and accepted the above terms.
By clicking "I agree" below, you agree that you have read and accepted the below terms.
The information in the website relates exclusively to the services that are available from Momentum Wealth International Limited. Access to the website is governed by the terms and conditions and important notices which are set out below.
Momentum Wealth International Limited is incorporated in Guernsey, registered no 30830, and is licensed by the Guernsey Financial Services Commission to conduct Investment Business. Momentum Wealth International is an authorised financial services provider pursuant to the Financial Advisory and Intermediary Services Act No. 37 of 2002 in South Africa. Momentum Wealth International Limited, a company incorporated in Guernsey, is a wholly owned subsidiary of Momentum Metropolitan Life Ltd. The ultimate parent of Momentum Metropolitan Life Ltd is Momentum Metropolitan Holdings Ltd, a company incorporated in South Africa and quoted on the Johannesburg Stock Exchange.
The information available in the website is for information purposes only. If you do not understand, or if you have any queries about, any of the information appearing in the website, please contact your financial adviser.
The website contains information about the Personal Portfolio Service, FundShop Service and the Investment Option Service. The following important notices apply.
By clicking "I agree" below, you agree that you have read and accepted the above terms.
By clicking “I agree” below, you agree that you have read and accepted the below terms.
Important – Please note that neither Momentum Wealth International Limited nor its products are currently licensed for promotion to the public in Hong Kong.
Please contact a licensed Financial Adviser in Hong Kong for further information
The information in the website relates exclusively to the services that are available from Momentum Wealth International Limited. Access to the website is governed by the terms and conditions and important notices which are set out below.
Momentum Wealth International Limited is incorporated in Guernsey, registered no 30830, and is licensed by the Guernsey Financial Services Commission to conduct Investment Business. Momentum Wealth International is an authorised Financial Services Provider pursuant to the Financial Advisory and Intermediary Services Act No. 37 of 2002 in South Africa. Momentum Wealth International Limited, a company incorporated in Guernsey, is a wholly owned subsidiary of Momentum Metropolitan Life Ltd. The ultimate parent of Momentum Metropolitan Life Ltd is Momentum Metropolitan Holdings, a company incorporated in South Africa and quoted on the Johannesburg Stock Exchange.
The information available in the website is for information purposes only. If you do not understand, or if you have any queries about, any of the information appearing in the website, please Contact your financial adviser.
By clicking “I agree” below, you agree that you have read and accepted the above terms.
By clicking "I agree" below, you agree that you have read and accepted the below terms.
The information in the website relates exclusively to the services that are available from Momentum Wealth International Limited. Access to the website is governed by the terms and conditions and important notices which are set out below.
The website contains information about Momentum Mutual Fund ICC Limited and its incorporated cells. Momentum Mutual Fund ICC Limited is an incorporated cell company registered with limited liability in Guernsey on 20 February 2006 with registration number 44370 and governed by the provisions of the Companies (Guernsey) Law, 2008 as amended. Under Guernsey law, an incorporated cell company may form several cells with each cell having its own separate legal personality and representing a distinct portfolio of assets and liabilities. The cell structure permits the segregation and protection of assets of each cell from other liabilities of the Company and other cells.
The Guernsey Financial Services Commission has authorised the Company and the Cells as an authorised open-ended collective investment scheme of Class B under the Protection of Investors (Bailiwick of Guernsey) Law, 1987 as amended and the Authorised Collective Investment Schemes (Class B) Rules 2013.
The law in certain jurisdictions may restrict the distribution of this Momentum Mutual Fund ICC Limited Prospectus and the Supplements of each incorporated cell and the offer and sale of Participating Shares. Prospective investors should inform themselves as to the legal requirements and tax consequences within the countries of their citizenship, residence, domicile and place of business with respect to the acquisition, holding or disposal of Participating Shares, and any foreign exchange restrictions that may be relevant thereto. The Momentum Mutual Fund ICC Limited scheme particulars provided on this website do not constitute, and may not be used for the purposes of, an offer to sell or a solicitation of an offer to buy any Participating Shares in any jurisdiction in which such offer, solicitation or sale would be unlawful or to any person to whom it is unlawful to make such offer in such jurisdiction. The distribution of these Momentum Mutual Fund ICC Limited scheme particulars and the offering of Participating Shares in respect of any Cell in certain jurisdictions may be restricted and accordingly persons into whose possession such documents come are required to inform themselves about and to observe such restrictions. These Momentum Mutual Fund ICC Limited scheme particulars do not constitute an offer to sell or a solicitation of an offer to buy any Participating Shares in any jurisdiction or to any person which would require the Company, the Cells and/or the Participating Shares to be registered in a jurisdiction for which such registration has not been made.
Momentum Wealth International Limited is incorporated in Guernsey, registered no 30830, and is licensed by the Guernsey Financial Services Commission to conduct Investment Business. Momentum Wealth International is an authorised financial services provider pursuant to the Financial Advisory and Intermediary Services Act No. 37 of 2002 in South Africa. Momentum Wealth International Limited, a company incorporated in Guernsey, is a wholly owned subsidiary of Momentum Metropolitan Life Ltd. The ultimate parent of Momentum Metropolitan Life Ltd is Momentum Metropolitan Holdings Ltd, a company incorporated in South Africa and quoted on the Johannesburg Stock Exchange.
The information available in the website is for information purposes only. If you do not understand, or if you have any queries about, any of the information appearing in the website, please Contact your professional adviser.
By clicking "I agree" below, you agree that you have read and accepted the above terms.