ToolsTry these useful tools to better understand how much to invest,
what type of investor you are and what it costs to invest in unit trusts.
These tools are just a guide and you may need the assistance of a financial planner.
      financial planners tools
      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 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.

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      In our drive to demystify investments and provide our customers with the latest market developments and what they may mean for them, we publish across multiple communication platforms. Please click here to subscribe to our publications.

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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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