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.
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
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
RISK
FACTSHEET MDD
PORTFOLIO
INVESTOR REPORT
REG 28 COMPLIANT
MANDATE
RISK
FACTSHEET MDD
PORTFOLIO
INVESTOR REPORT
REG 28 COMPLIANT
MANDATE
RISK
FACTSHEET MDD
PORTFOLIO
INVESTOR REPORT
REG 28 COMPLIANT