Supporting your PracticeAll the resources you need to support your practice and assist clients
on their investment journey. 
      What we offerWe support your clients and your practice
      Tools to help guide youThe Tools give you some insight into what type of investor you are. It is not sufficiently comprehensive to qualify as investment advice and you should consult your Old Mutual Personal Financial Planner or broker for more information.INVESTRIGHT™

      What will it cost me?

      InvestRight is a simple, interactive and free guide to help establish how much a person will need to save and invest to meet their financial goals, be they short-, medium- or long term. All you need to do, is answer five simple questions.

      INVESTRIGHT™

      What will it cost me?

      InvestRight is a simple, interactive and free guide to help establish how much a person will need to save and invest to meet their financial goals, be they short-, medium- or long term. All you need to do, is answer five simple questions.

      INVESTRIGHT™

      What will it cost me?

      InvestRight is a simple, interactive and free guide to help establish how much a person will need to save and invest to meet their financial goals, be they short-, medium- or long term. All you need to do, is answer five simple questions.

      EFFECTIVE ANNUAL COST CALCULATORSIMPLE. INTERACTIVE. FREE

      What will it cost me?

      The Effective Annual Cost (EAC) is a measure which has been introduced to allow you to compare the charges you incur and their impact on investment returns when you invest in different Financial Products. It is expressed as an annualised percentage. The EAC is made up of four components. The effect of some of the charges may vary, depending on your investment period. The EAC calculation assumes that an investor terminates his or her investment in the Financial Product at the end of the relevant periods shown in the table. Please note this illustrator does expire. An updated version will be available for download on 28 February 2020.

      EFFECTIVE ANNUAL COST CALCULATORSIMPLE. INTERACTIVE. FREE

      What will it cost me?

      The Effective Annual Cost (EAC) is a measure which has been introduced to allow you to compare the charges you incur and their impact on investment returns when you invest in different Financial Products. It is expressed as an annualised percentage. The EAC is made up of four components. The effect of some of the charges may vary, depending on your investment period. The EAC calculation assumes that an investor terminates his or her investment in the Financial Product at the end of the relevant periods shown in the table. Please note this illustrator does expire. An updated version will be available for download on 28 February 2020.

      EFFECTIVE ANNUAL COST CALCULATORSIMPLE. INTERACTIVE. FREE

      What will it cost me?

      The Effective Annual Cost (EAC) is a measure which has been introduced to allow you to compare the charges you incur and their impact on investment returns when you invest in different Financial Products. It is expressed as an annualised percentage. The EAC is made up of four components. The effect of some of the charges may vary, depending on your investment period. The EAC calculation assumes that an investor terminates his or her investment in the Financial Product at the end of the relevant periods shown in the table. Please note this illustrator does expire. An updated version will be available for download on 28 February 2020.

      INVESTMENT SELECTORSIMPLE. INTERACTIVE. FREE

      What funds best suit my needs?

      This Fund Selection Tool gives you some insight into what type of investor you are. It is not sufficiently comprehensive to qualify as investment advice and you should consult your Old Mutual Financial Planner or Broker for more information.

      INVESTMENT SELECTORSIMPLE. INTERACTIVE. FREE

      What funds best suit my needs?

      This Fund Selection Tool gives you some insight into what type of investor you are. It is not sufficiently comprehensive to qualify as investment advice and you should consult your Old Mutual Financial Planner or Broker for more information.

      INVESTMENT SELECTORSIMPLE. INTERACTIVE. FREE

      What funds best suit my needs?

      This Fund Selection Tool gives you some insight into what type of investor you are. It is not sufficiently comprehensive to qualify as investment advice and you should consult your Old Mutual Financial Planner or Broker for more information.

      Why work with Old Mutual?Here's why planners choose to work with us:A solution for every investor,for every stage of life

      In understanding the multiple fund options available to your customers and in fulfilling our commitment to improve our ease of doing business, we have launched the Investment Series. This is a core range of funds, handpicked to meet the diverse needs of investors.

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        Copyright 2020 | Disclaimer Privacy Notice
        Copyright 2020  Disclaimer Privacy Notice
        Old Mutual Unit Trust Managers (RF) (Pty) Ltd is registered and approved by the Financial Sector Conduct Authority in terms of the Collective Investment Schemes Control Act, 2002. Old Mutual Investment Group provides leading investment and saving solutions and is an authorised financial services provider. 

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          Old Mutual Unit Trust Managers (RF) (Pty) Ltd is registered and approved by the Financial Sector Conduct Authority in terms of the Collective Investment Schemes Control Act, 2002.  Old Mutual Investment Group provides leading investment and saving solutions and is an authorised financial services provider.