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Fund

Fact Sheet

Fund Description

Old Mutual Multi-Managers Aggressive Balanced Fund of Funds

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This Fund aims to produce significant inflation-beating returns over the long-term. The Fund is ideal for long-term investors who do not want to manage their own asset allocation and believe in the benefit of investing with more than one manager. It may have maximum 75% exposure to equities and is by virtue of its aggressive balanced nature likely to have an average equity exposure higher than the exposure typically displayed by most other multi-asset high equity portfolios. Derivatives may be used for risk management purposes...  Invest now

Old Mutual Multi-Managers Maximum Return Fund of Funds

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This Fund aims to generate the maximum possible investment return over a long-term investment horizon. The Fund is suitable for investors requiring long-term growth who appreciate the nature of this worldwide flexible fund of funds and are able to accept the return volatility likely to be associated with its objective of maximising returns. While the fund's primary focus is on shares, nothing prevents the fund manager from gaining exposure to bonds, listed property, cash or other asset classes in order to maximise long-term growth. There is no minimum or maximum that the fund must hold in South African or international assets. Derivatives may be used for risk management purposes... Invest now

Old Mutual Multi-Managers Balanced Fund of Funds

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If you'd like a moderate-risk investment that aims to provide strong inflation beating returns over the long term while managing the risk of losing capital over the medium term. The Fund aims to achieve a total return that exceeds the inflation rate (CPI) by 5% to 6% per annum (before fees and tax) over the long term.  Invest now

Old Mutual Multi-Managers Defensive Fund of Funds

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If you'd like a moderate-risk investment that aims to provide inflation beating returns over the long term while protecting your capital over the medium term. The Fund aims to achieve a total return that exceeds the inflation rate (CPI) by 4% to 5% per annum (before fees and tax) over the long term. Invest now

Old Mutual Multi-Managers Cautious Fund of Funds

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If you'd like a moderate-low-risk investment that aims to protect your capital over the short term and provide a moderate level of income and capital growth. The Fund aims to achieve long term returns which exceed cash by 1% to 2% per annum (before fees and tax), where cash return is measured by the STeFI Composite Index.  Invest now

 

Specialist Funds

Fund

Fact Sheet

Fund Description

Old Mutual Multi-Managers Equity Fund of Funds

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A high risk investment that seeks maximum capital growth over the long term by investing in the equity market. The Fund aims to achieve long-term inflation beating growth. Invest now

Old Mutual Multi-Managers Enhanced Income Fund of Funds

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If you'd like a moderate-low-risk investment that aims to provide a high and stable level of income, with some capital growth potential. The Fund aims to produce returns superior to those of domestic income unit trust funds in the medium to long term. Invest now

Old Mutual Multi-Managers Money Market Fund

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If you'd like a low-risk investment that aims to protect capital and provides a monthly income. Ideal for investors who value capital protection over high returns. The Fund aims to outperform its benchmark (STeFI Composite Rand Cash Return Index) over rolling one-year periods.


The Old Mutual Multi-Managers Balanced Fund of Funds, Old Mutual Multi-Managers Cautious Fund of Funds, Old Mutual Multi-Managers Defensive Fund of Funds, Old Mutual Multi-Managers Equity Fund of Funds and Old Mutual Multi-Managers Enhanced Income Fund of Funds are products offered by Old Mutual Unit Trusts. Old Mutual Unit Trust Managers Limited is a subsidiary of Old Mutual Life Assurance Company (SA) (FSP 26/10/703) and a member of the Association of Collective Investments, SA. For more information about Old Mutual Unit Trusts, please visit their website at
www.omut.co.za.

 

Fund

Fact Sheet

Fund Description

Old Mutual Multi-Managers Equity Life Fund

PDF

If you have the appetite for short-term volatility, this fund, invested primarily in equities, could help you achieve maximum growth.

Old Mutual Multi-Managers  Balanced Life Fund

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If you'd like the optimal balance between capital growth and security, this fund could be suitable for you.

Old Mutual Multi-Managers  Defensive Life Fund

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If you'd like to reduce your exposure to risk through equities, this fund may be ideal since it aims to offer investment stability through reduced exposure to this asset class.