Supporting your PracticeAll the resources you need to support your practice and assist clients
on their investment journey. 
      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 Financial Planner for more information.INVESTRIGHT™

      How much do I need to save and invest?

      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 will be unavailable as of 27 July 2021, due to the Unit Trusts platform transfer. As of 10 August 2021, you will be able to make use of our new Single Needs Tool to help you start your investment journey with us.


      View general fund information, prices (table & graphing tool), performance, declarations and investment minimums.

      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.

      A solution for every investor
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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. 

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