IndexationThese funds aim to replicate the performance of a given index
by mirroring its holdings as closely as possible. Our indexation
funds are a cost-effective way to access local and global stock markets.
      individual funds indexation

      Indexation

      Our range of funds track local and global indices, including global ESG indices. We also offer multi-asset indexation funds.

      Download a guideline to understanding your fund fact sheet.
      Unit Trusts

      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.

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          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

          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