Old Mutual Real Income Fund a low equity multi-asset fund that targets CPI 1 – 2% net of fees.
Old Mutual Stable Growth Fund a low equity multi-asset fund that targets CPI 2 – 3% net of fees.
Old Mutual Moderate Balanced Fund a medium equity multi-asset fund that targets CPI 3 – 4% net of fees.
Old Mutual Balanced Fund a high equity multi-asset fund that targets CPI 4 - 5 % net of fees.
Old Mutual Flexible Fund a flexible multi-asset fund that targets CPI 5 – 7% net of fees.
Old Mutual Maximum Return Fund a worldwide flexible multi-asset fund that invests primarily in a selection of local and global funds as it aims to generate maximum returns over the long term.
Our range includes:
Old Mutual Investors’ Fund is South Africa’s longest running unit trust. It aims to deliver superior returns over the medium to longer term through a broadly diversified portfolio of South African shares.
Old Mutual Equity Fund aims to deliver long-term capital growth by investing in South African and international shares. Local market exposure focuses predominantly on the top 100 shares.
Old Mutual Gold Fund invests in the shares of global and South African gold, and other precious metal companies that show above-average growth prospects.
Old Mutual Mid & Small-Cap Fund invests in South African growth businesses, targeting companies with a market capitalisation smaller than those listed on the FTSE/JSE Large Cap Index.
Our range includes:
Our competitive edge
Our philosophy is captured in a two-dimensional framework of theme (macro environment) and price (valuation) implemented in a structured and repeatable manner.
We consider the interplay between asset classes, sectors and sub sectors. We also look at each holding’s contribution to the portfolio’s overall sensitivity to different macro drivers, such as currency, interest rate risk, etc.
Environmental, social and governance (ESG) factors are incorporated into our investment decisions at both a macroeconomic and company level. This feeds into responsible ownership in two ways: firstly, in our decision on which assets to own and, secondly, how it influences the assets we already own. Our superior in-house ESG analysis helps identify issues that currently, or at some point in the future, may materially impact the long-term value of a company. We look at aspects such as company governance, labour practices, environmental impact, social upliftment projects, etc.
Deliberately embedded in our process, risk cognizance is a critical part of our expertise. Our risk management has continually improved over time and is integrated into our thinking. We analyse how assets complements each other, and the risk is assessed before any trade is made. This enables us to create an optimal, risk-adjusted portfolio of shares and enhances our ability to achieve stable returns through various market cycles.
Cognitive diversity within a dynamic, well-resourced team
We are a qualified, highly experienced and diverse team. A collaborative leadership style ensures that investment ideas are heard, challenged and debated, with only the best-ranked companies being selected.
We focus on more than just value
Our distinctive approach of combining valuations with a deep understanding of the quality of a company, its earnings growth potential and market sentiment assists us in delivering a consistent source of alpha over time.
Our flagship unit trusts range of ten funds out of a total 40 unit trusts
YOUR GOALS. OUR SOLUTIONS.