Indexation
Our range of funds track local and global indices, including global ESG indices. We also offer multi-asset indexation funds.Fund Price Table
Old Mutual Unit Trust latest fund prices, fund price movements, yield and status.
Unit Trust Investing
Unit Trusts can be used to achieve a number of investment and life goals.
OLD MUTUAL FUND NAME
MANDATE
RISK
FACT SHEET
MDD
PORTFOLIO
INVESTOR
REPORT
REG 28
COMPLIANT
Capped SWIX Index Fund
South African – Equity – General
Moderate to High
Core Balanced Fund
South African - Multi-Asset - High Equity
Moderate
Core Conservative Fund
South African – Multi-Asset – Low Equity
Low to Moderate
Core Moderate Fund
South African – Multi-Asset – Medium Equity
Moderate
FTSE RAFI® All World Index Feeder Fund
Global - Equity - General
Moderate to High
MSCI Emerging Markets ESG Index Feeder Fund
Global - Equity - General
High
MSCI World ESG Index Feeder Fund
Global - Equity - General
Moderate to High
RAFI® 40 Index Fund
South African - Equity - General
Moderate to High
Top 40 Index Fund
South African - Equity - Large Cap
Moderate to High
Capped SWIX Index Fund
Core Balanced Fund
Core Conservative Fund
Core Moderate Fund
FTSE RAFI® All World Index Feeder Fund
MSCI Emerging Markets ESG Index Feeder Fund
MSCI World ESG Index Feeder Fund
RAFI® 40 Index Fund
Top 40 Index Fund
MANDATE
South African – Equity – General
RISK
Moderate to High
FACTSHEET MDD
PORTFOLIO
INVESTOR REPORT
REG 28 COMPLIANT
MANDATE
South African - Multi-Asset - High Equity
RISK
Moderate
FACTSHEET MDD
PORTFOLIO
INVESTOR REPORT
REG 28 COMPLIANT
MANDATE
South African – Multi-Asset – Low Equity
RISK
Low to Moderate
FACTSHEET MDD
PORTFOLIO
INVESTOR REPORT
REG 28 COMPLIANT
MANDATE
South African – Multi-Asset – Medium Equity
RISK
Moderate
FACTSHEET MDD
PORTFOLIO
INVESTOR REPORT
REG 28 COMPLIANT
MANDATE
Global - Equity - General
RISK
Moderate to High
FACTSHEET MDD
PORTFOLIO
INVESTOR REPORT
REG 28 COMPLIANT
MANDATE
Global - Equity - General
RISK
High
FACTSHEET MDD
High
PORTFOLIO
INVESTOR REPORT
REG 28 COMPLIANT
MANDATE
Global - Equity - General
RISK
Moderate to High
FACTSHEET MDD
PORTFOLIO
INVESTOR REPORT
REG 28 COMPLIANT
MANDATE
South African - Equity - General
RISK
Moderate to High
FACTSHEET MDD
PORTFOLIO
INVESTOR REPORT
REG 28 COMPLIANT
MANDATE
South African - Equity - Large Cap
RISK
Moderate to High
FACTSHEET MDD
PORTFOLIO
INVESTOR REPORT
REG 28 COMPLIANT