The logical choice for a fund’s default investment portfolio
Lowest cost capital guarantee.
All capital contributions and vesting bonuses, net of the investment management fee, are allocated to the vesting account. The total vesting account is fully guaranteed for benefit payments.
Vesting vs non-vesting.
On average, 50% of bonuses vest, which means they cannot be removed once granted. The balance of the bonus is non-vesting. The non-vesting bonus can be taken away under extraordinary poor market conditions.
Guarantee on benefit payments.
The total vesting account is guaranteed on benefit payments. Benefit payments include resignation, retirement, death, disability and retrenchment.
Benefits of outcome-based investing.
The underlying investment asset portfolio has been designed using Momentum Investments’ outcomebased investing philosophy.
The inclusion of passive and smart beta investment strategies reduces the costs of the portfolio while aiming to deliver excellent inflation-beating investment performance in the long term.
Proven smoothing capabilities.
The portfolio will use the same proven smoothing capabilities as Momentum’s existing smooth bonus solutions.
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