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Momentum Metropolitan Life Ltd

PRI reporting framework 2019

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Basic information

OO 01. Signatory category and services

01.1. Select the type that best describes your organisation or the services you provide.

01.3. Additional information. [Optional]

MMI Group Ltd is the main life license of the MMI Group, and is a wholly owned subsidiary of MMI Holdings Limited (MMI).

 

MMI is a South African based financial services group listed on the Johannesburg Stock Exchange in South Africa and on the Namibian Stock Exchange in Namibia. Through its client-facing brands Metropolitan and Momentum, with Multiply (wellness and lifestyle rewards programme), MMI enables business and people from all walks of life to achieve their financial goals and life aspirations. MMI helps people grow their savings, protect what matters to them and invest for the future and helps companies and organisations care for and reward their employees and members.  Through its own network of advisers or via independent brokers and utilising new platforms, MMI provides practical financial solutions for people, communities and businesses. 


OO 02. Headquarters and operational countries

02.1. Select the location of your organisation’s headquarters.

South Africa

02.2. Indicate the number of countries in which you have offices (including your headquarters).

02.3. Indicate the approximate number of staff in your organisation in full-time equivalents (FTE).

15708 FTE

02.4. Additional information. [Optional]

The number of offices and staff includes MMI Holdings Limited. MMI Group Limited (MMI Group), a subsidiary of MMI Holdings Limited, is a registered insurance company that underwrites the long-term insurance policies of Metropolitan and Momentum


OO 03. Subsidiaries that are separate PRI signatories

03.1. Indicate whether you have subsidiaries within your organisation that are also PRI signatories in their own right.

03.3. Additional information. [Optional]


OO 04. Reporting year and AUM

04.1. Indicate the year end date for your reporting year.

30/06/2018

04.2. Indicate your total AUM at the end of your reporting year.

Include the AUM of subsidiaries, but exclude advisory/execution only assets, and exclude the assets of your PRI signatory subsidiaries that you have chosen not to report on in OO 03.2
Total AUM
trillions billions millions thousands hundreds
Currency
Assets in USD
trillions billions millions thousands hundreds

04.5. Additional information. [Optional]

Based on the best efforts basis.


OO 06. How would you like to disclose your asset class mix

06.1. Select how you would like to disclose your asset class mix.

Internally managed (%)
Externally managed (%)

 

Listed equity 10-50% 32.3 10-50% 11.9
Fixed income 10-50% 38.1 <10% 1.5
Private equity <10% 0.7 0 0
Property <10% 0.3 0 0
Infrastructure <10% 0.3 0 0
Commodities <10% 0.1 <10% 0.4
Hedge funds 0 0 0 0
Fund of hedge funds <10% 4 <10% 0.5
Forestry 0 0 0 0
Farmland 0 0 0 0
Inclusive finance 0 0 0 0
Cash 0 0 0 0
Money market instruments <10% 8.9 <10% 1
Other (1), specify 0 0 0 0
Other (2), specify 0 0 0 0

06.2. Publish asset class mix as per attached image [Optional].

06.3. Indicate whether your organisation has any off-balance sheet assets [Optional].

06.5. Indicate whether your organisation uses fiduciary managers.

06.6. Provide contextual information on your AUM asset class split. [Optional]


OO 07. Fixed income AUM breakdown (Private)


OO 08. Segregated mandates or pooled funds (Private)


OO 09. Breakdown of AUM by market

09.1. Indicate the breakdown of your organisation’s AUM by market.

10 Developed Markets
90 Emerging Markets
0 Frontier Markets
0 Other Markets
Total 100% 100%

09.2. Additional information. [Optional]

Based on best effort basis.


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