Momentum Group Limited · JSE:MTM
Momentum — Investor Day (2025)
22 slides from Momentum's investor day presentation, 2025
Slide 1: Momentum Investments: Impact strategy progress
Momentum Investments Impact strategy progress Ferdi van Heerden
Slide 2: Overview
Overview Impact strategy recap 1 and core capabilities 2 Strategy progress update 3 Closing 2
Slide 3: Diverse range of capabilities
Momentum Investments Diverse range of capabilities Structured products and Annuities Institutional platform Wealth Management (local and international LISP) Multi-Management Asset Management Institutional Independent Multi- Model Portfolio Retail Asset Asset Specialists Managed Funds Solutions Manag
Slide 4: Recap: Long-term winning aspiration
Momentum Investments Recap: Long-term aspiration “ Being a trusted investment and LONG-TERM wealth manager, who crafts WINNING sustainable local and global solutions ASPIRATION offering unique engagement journeys that advisers and clients can rely on to build and protect their financial dreams. 4
Slide 5: Recap: Ambition and strategic focus areas
Momentum Investments Recap: Ambition and strategic focus areas IMPACT STRATEGY Establish ourselves as a major contributor to the Momentum Group earnings with AUM/A exceeding a trillion AMBITION rand, reducing our cost-to-income ratio by 5% and achieving a sustained NPS above 70. OUR KEY STRATEGIC FO
Slide 6: Strategy progress update
Overview 1 2 Strategy progress update 3 6
Slide 7: Recap: Objectives and measures of success - Wealth Management
Momentum Investments Recap: Objectives and measures of success Wealth Management Focus areas Objectives – what we are aiming for Measures of success • Future-fit platform proposition and capability stack for local and global advisers, clients and DFMs Platform • Vertical integration, to ensure that
Slide 8: Strategy progress update - Wealth Management
Momentum Investments Strategy progress update Wealth Management Focus areas What we achieved so far • Strong support from independent financial advisers resulted in strong AUA growth and inflows Growth • Offshore proposition a key growth area: SA and global markets Platform R299bn as at AUA 1HF2025
Slide 9: Strategy progress update (continued) - Wealth Management
Momentum Investments Strategy progress update (continued) Wealth Management Focus areas Objectives – what we are aiming for Progress towards F2027 objectives • Future-fit platform proposition and capability stack for local and global Highly confident advisers, clients and DFMs • Vertical integration
Slide 10: Recap: Objectives and measures of success - Structured Products & Annuities
Momentum Investments Recap: Objectives and measures of success Structured Products & Annuities Focus areas Objectives – what we are aiming for Measures of success • Increase participation in existing markets and optimise earnings Growth emergence • Enter new markets to sustain growth Client NPS 70 •
Slide 11: Strategy progress update - Structured Products & Annuities
Momentum Investments Strategy progress update Structured Products & Annuities Focus areas What we achieved so far • Market share on Guaranteed Annuities ~23%; market share among IFAs ~35% Growth • Total post-retirement income solutions showing positive growth – benefits of a well-diversified offerin
Slide 12: Strategy progress update (continued) - Structured Products & Annuities
Momentum Investments Strategy progress update (continued) Structured Products & Annuities Focus areas Objectives – what we are aiming for Progress towards F2027 objectives • Increase participation in existing markets and optimise earnings Highly confident Growth emergence Highly confident • Enter ne
Slide 13: Recap: Objectives and measures of success - Multi-Management
Momentum Investments Recap: Objectives and measures of success Multi-Management Focus areas Objectives – what we are aiming for Measures of success • Become the investment manager to all advice and product businesses in Momentum Group Growth • Access untapped markets through internal collaboration •
Slide 14: Strategy progress update - Multi-Management
Momentum Investments Strategy progress update Multi-Management Focus areas What we achieved so far • Partnership with 2 IFA networks (LATAM & UK) concluded with good initial inflows • UK Fiduciary / Implemented consulting offering launched – with some early client wins Growth • Equilibrium net flows
Slide 15: Strategy progress update (continued) - Multi-Management
Momentum Investments Strategy progress update (continued) Multi-Management Focus areas Objectives – what we are aiming for Progress towards F2027 objectives • Become the investment manager to all advice and product businesses in Highly confident Momentum Group Highly confident • Access untapped mark
Slide 16: Recap: Objectives and measures of success - Asset Management
Momentum Investments Recap: Objectives and measures of success Asset Management Focus areas Objectives – what we are aiming for Measures of success • Position Momentum Securities as an integral part of our investment and wealth management propositions • Strengthen and grow SA asset management busine
Slide 17: Strategy progress update - Asset Management
Momentum Investments Strategy progress update Asset Management Focus areas What we achieved so far • Good collaboration between Momentum Securities and MDS resulted in record netflows and AUM in private client portfolios • Curate launched successfully with encouraging market support, securing AUM >
Slide 18: Strategy progress update (continued) - Asset Management
Momentum Investments Strategy progress update (continued) Asset Management Focus areas Objectives – what we are aiming for Progress towards F2027 objectives • Position Momentum Securities as an integral part of our investment and Fully confident wealth management propositions Reasonably confident •
Slide 19: Closing
Overview 1 2 3 Closing 19
Slide 20: Bringing it all together
Momentum Investments Bringing it all together IMPACT STRATEGY Establish ourselves as a major contributor to the Momentum Group earnings with AUM/A exceeding a trillion AMBITION rand, reducing our cost-to-income ratio by 5% and achieving a sustained NPS above 70. OUR KEY STRATEGIC FOCUS AREAS IN EXEC
Slide 21: Right to win
Momentum Investments Right to win Comprehensive range of high- Strong group balance sheet quality capabilities Group distribution strength Partnership and our belief in advice-led Our RIGHT to win DNA and retail distribution investing heritage Approach to digital Well-positioned for targeted innovat
Slide 22: Thank you
Thank you The information in this presentation, including the financial information on which the outlook is based and any non-IFRS financial measures (which are presented for additional information purposes only), is the responsibility of the directors of Momentum Group and has not been reviewed and