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.

      Indexation

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

      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

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