• Unit Trusts

Solution Funds

Fund

Fact Sheet

Fund Description

Old Mutual Multi-Managers Maximum Return Fund of Funds

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This Fund aims to produce the maximum possible investment return over the long-term. 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 taking 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.

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 aims to achieve a total return that exceeds the inflation rate (CPI) by 5% to 7% per annum (before fees and tax) over the long term.

Old Mutual Multi-Managers Balanced Fund of Funds

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This Fund aims to produce moderate-risk inflation beating returns over the long 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.

Old Mutual Multi-Managers Defensive Fund of Funds

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This Fund aims to produce moderate-risk inflation beating returns over the medium term. The Fund aims to achieve a total return that exceeds the inflation rate (CPI) by 3% to 4% per annum (before fees and tax) over the medium term.

Old Mutual Multi-Managers Cautious Fund of Funds

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This Fund aims to produce moderate-low-risk inflation beating returns over the short term. The Fund aims to achieve a total return that exceeds inflation by 2% to 3% per annum (before fees and tax), over the shorter term.

 

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 returns.

Old Mutual Multi-Managers Enhanced Income Fund of Funds

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This Fund aims to produce moderate-low-risk inflation beating returns and 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.

Old Mutual Multi-Managers Money Market Fund

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This Fund aims to produce low-risk returns and aims to protect capital and provide a monthly income. The Fund is 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.