GOALS-DRIVEN INVESTMENT PERFORMANCE

Goals met.

Not just managed.

South Africa's progressive investment specialist. We connect strategy to execution under one roof, so that your portfolio reaches its goal.
Goals lead. Outcomes follow. We measure against your investment goals, not a benchmark, and stay accountable long after the mandate is signed.
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WHY MENTENOVA

Where complexity ends, outcomes begin.

Three reasons institutional and retail decision-makers choose us.

Goals at the centre

We build and measure everything around your investment goals, not an arbitrary benchmark. Every decision answers one question: does it move you closer?

Specialist depth

A 35-person team with more than 275 years of combined expertise. Small enough to know your fund by name and specialist enough that the technical work stays in-house.

End to end, no gaps

Strategy and execution under one roof. No hand-offs, no hidden costs, and we stay accountable long after the mandate is signed.
GROWTH

Wealth Builder

Objective: CPI + 7% over 6 years

15.3%

Rolling 6-year return to 30 June 2026, annualised

+1.1%

Ahead of the composite benchmark (14.2%)

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CONSOLIDATION

Wealth Stabiliser

Objective: CPI + 5% over 3 years

14.5%

Rolling 3-year return to 30 June 2026, annualised

+0.1%

Ahead of the composite benchmark (14.4%)

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PRESERVATION

Wealth Protector

Objective: CPI + 3% over 1 year

15.8%

Rolling 1-year return to 30 June 2026, annualised

+1.0%

Ahead of the composite benchmark (14.7%)

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See How We Invest
WHO WE SERVE

Built around your role.

Every decision-maker carries a different responsibility. Our thinking takes each of those perspectives into account.

Fund and financial leaders

CFOs, FOs, Principal Officers and Trustees.

Technical evaluators

CIOs and investment committee members.

Consultants and brokers

Partners who advise funds and their members.

Members

The people funds are ultimately built for.
CASE STUDIES

Proof, not promises.

R400 million in additional annual income for one client. Explore what a goals-driven strategy can do.
View Success Story
OUR SOLUTIONS

One solution, from strategy to outcome.

Advice and asset management work together, not in isolation. We design the whole path and see it through.
Solutions
FUNDS
Implemented solutions
Wealth Builder, Stabiliser and Protector. Three goals led funds calibrated to life stage.
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ADVISORY
Investment consulting
Strategic advice for funds, schemes and corporates. IPS, governance, manager research and reporting.
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BESPOKE
Tailored solutions
Bespoke local and global mandates, private markets, impact investments and portable alpha.
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Strategy, implementation and ongoing oversight is under one roof, so the complexity stays on our side, not yours.

RESOURCE HUB

Stay up to date.

Our investment team publishes topical research pieces regularly, shaped by the questions clients actually ask, our investment committee, and shifts in markets and regulation.
View All
The Rise of Private Credit
Recent events in private credit markets have begun to attract greater scrutiny...
Read Now >
The Long Road to AI
Markets love innovation but productivity takes longer. Artificial Intelligence has...
Read Now >
What’s Next For Gold?
Over the past 20 years, the U.S. government has expanded its outstanding...
Read Now >
2026 Q2 Economic Overview
Global financial markets navigated a volatile second quarter...
Read Now >
RECOGNISED BY
LEADERS’ POINT OF VIEW
"What sets Mentenova apart is how closely we align expertise, strategy and investment decisions with each client’s unique goals. It’s a tailored approach focused on meaningful outcomes, not simply market performance."
Bongiwe Momoza: Head of Client Service
17+ years' experience
Meet the Team
CONTACT

When you're
ready, let's talk.

This is a relationship business. If you'd like to understand your fund's goals more clearly, or pressure-test the plan you already have, we'd welcome the conversation.

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We won’t share your details with third parties.

Goals-driven investment performance. South Africa's progressive investment specialist for institutional decision-makers.
FSCA FSP 43937 · B-BBEE Level 1 · Est. 2012
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