Since the strategic rebranding to Equilibrium in 2022, our business has undergone a transformative journey. We have unified our local and offshore discretionary fund management (DFM) capabilities, and today we are a fully-integrated global team covering both listed and unlisted assets across the globe.
From R13 billion to R34 billion: Assets under management (AUM) growth that tells a story
In 2021, Equilibrium managed R13 billion in assets. Fast forward to 2025, and that figure has soared to R34 billion – a 161% increase in just four years. This growth reflects the trust advisers and investors place in Equilibrium’s consistent performance, strategic clarity, and human-centric approach.
Our success as a DFM stems from our ability to empower financial advisers with scalable, outcome-based investment solutions. By becoming an extension of the adviser’s practice, Equilibrium fosters long-term partnerships built on trust, shared goals, and mutual growth.
Global integration: Bringing the world to South African investors
Momentum Global Investment Management (MGIM), based in London, was established in 1998, managing assets for both retail and institutional clients around the world. Equilibrium has always explored investment opportunities in the offshore space with MGIM. With the rebranding to Equilibrium, we integrated the offshore and local teams. The result is one global team, following one outcome-based investment philosophy. The integration has led to combined global asset allocation, manager research and reporting meetings, resulting in an upskilling across both teams, opening our investment lens to look outside our home markets and leading to truly global-based thinking.
Our US-dollar multi-managed model portfolios (Equilibrium Global Cautious, Equilibrium Global Managed, and Equilibrium Global Growth) follow the same approach as our local solutions and are each tailored to specific risk profiles and investment horizons. These hard-currency offshore solutions give clients access to world-class global asset managers. These portfolios offer South African investors access to a diversified global mix of asset classes, currencies, and geographies.
The global integration between Equilibrium and MGIM has further enhanced our offering by:
- Infusing international expertise into local strategy.
- Driving product innovation through cross-border collaboration.
- Strengthening governance and compliance with global standards.
- Expanding our distribution support to adviser networks across regions.
- Expanded access to a wider range of investment opportunities, including alternative and unlisted investments
Our global reach allows us to cover over 1 000 local funds and 20 000 offshore funds, ensuring that our portfolios are truly diversified and globally competitive.
The rise of alternatives: Diversification with purpose
Equilibrium’s alternative investment platform has become a cornerstone of our growth. Since launching our bespoke hedge fund model portfolios in 2020, we have seen growing demand as advisers seek alternative return sources and new ways to diversify client portfolios. We manage two distinct hedge fund models: a Stable Hedge Fund model, which targets cash +3% and is designed to act as a diversifier within portfolios; and a Growth Hedge Fund model, which targets returns in line with local equities and serves as a return enhancer.
We achieve these objectives through carefully selected hedge fund return sources, using the Alternative Investments team’s deep expertise in manager selection and portfolio construction, together with the specialist skills of our portfolio management team.
Looking ahead: Purpose, partnership, performance
Equilibrium’s journey is far from over. With a clear purpose to create sustainable investment propositions aligned with client objectives we continue to evolve, innovate, and lead.
Whether you’re an adviser seeking a trusted DFM partner or an investor looking for global diversification and alternative strength, Equilibrium Investment Management offers a compelling proposition: enabling your advice outcomes.
Contact us at info@eqinvest.co.za to find out how we can assist you in getting better outcomes for your clients.
Equilibrium Investment Management (Pty) Ltd (Equilibrium) (Reg. No. 2007/018275/07) is an authorised financial services provider (FSP32726) and part of Momentum Group Limited, rated B-BBEE level 1. This article is issued by Momentum Global Investment Management Limited (MGIM). MGIM is the Investment Manager, Promoter and Distributor for the Momentum Global Funds SICAV. MGIM is registered in England and Wales No. 03733094. Registered Office: The Rex Building, 62 Queen Street, London EC4R 1EB. Telephone +44 (0)20 7489 7223 Email DistributionServices@momentum.co.uk. MGIM is authorised and regulated by the Financial Conduct Authority No. 232357, and is exempt from the requirements of section 7(1) of the Financial Advisory and Intermediary Services Act 37 of 2002 (FAIS) in South Africa, in terms of the FSCA FAIS Notice 141 of 2021 (published 15 December 2021). Either MGIM or FundRock Management Company SA, the management company, may terminate arrangements for marketing under the denotification process in the new Cross-border Distribution Directive (Directive EU) 2019/1160.
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