Old Mutual Unit Trusts 
We’ve created a range of unit trust
investments for every investor at every stage of life.
      Why invest in Unit TrustsUnit trusts use the combined money of investors to invest in global stock markets and economies. This money is managed by investment professionals, called portfolio managers, who buy shares and other asset classes on behalf of their clients, according to the unit trusts mandate. Whether you’re investing via our secure site or through your financial planner, it is important that you understand what you are buying.

      • Unit trusts offer you the flexibility to tailor a portfolio that suits your specific investment needs and time horizon.
      • You can buy them direct or through a financial planner.
      • You can access the stock exchange without needing knowledge or experience of investing in equities.
      • The ability to diversify (spread) your investment across markets, sectors and economies greatly reduce your investment risk.
      • Money invested in unit trusts is easily accessible, especially in times of emergency.
      • Unit trusts are tax-efficient, providing tax exemptions on interest income and capital gains tax.
      • Unit trusts offer exciting capital growth opportunities over the medium to long-term.
      • Online transactional capability: you can buy, sell and switch units in your portfolio online.
      Features & Benefits      Make money on your moneyDid you know that when investing, your money is working for you through a simple concept called compounding growth?

      COMPOUND GROWTH

      If you leave your investment for a long period of time, the investment not only grows each year, but grows exponentially. The interest is called compound interest, and is the key to long-term growth and wealth.

      Compounding simply means making on your original investment as well as on the gains made the following years (i.e. growth on growth over time). In short, as your money makes money, so it should make more, a relatively simple concept that, over time, Is hugely beneficial.

      Individual compound interest graph      Investing For RetirementFinding the right retirement product to help you plan for your retirement is one of the most important aspects of financial planning. This is because the amount you manage to save and invest wisely while you are earning will determine your retirement income, and therefore your quality of life. This includes the food you eat, the type of home you can live in, the holidays you can afford to take and the quality of your medical care.

      Unit trusts are an affordable and a simple way to save for your retirement because they offer you the choice and flexibility to invest in funds that are suited to your life stage. You can build a retirement portfolio of unit trusts to supplement your retirement savings, or you can enjoy all these benefits and more if you invest in the Old Mutual Unit Trusts Retirement Annuity Fund. Whichever you choose, remember it is best to start early – discover the value of time in the market.

      Investing For Retirement
      Complete your application onlineIt's easier than ever to invest.

      Time is money and we’re not about to waste yours. With our swift and simple online application process, you can apply to invest from your work desk, from home or even when you’re on vacation – whenever it suits you best.

      Online application
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      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      EFFECTIVE ANNUAL COST CALCULATOR

      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. 

      Business man with two clients      INVESTMENT SELECTOR

      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 Financial Planner for more information.

      INVESTMENT SELECTOR      FUND INFORMATION


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

      FUND INFORMATION
        What type of investor are you?