Investment SeriesA solution for every investor at every stage of life. Whether you need a low risk or
income-focused fund, a higher risk fund aiming to maximise growth or seeking global
exposure, we have a solution for every investor, for every stage of life.
       individual funds investment series

      Investment Series

      Investment Series is a select range of unit trust funds handpicked to meet the different risk and return needs of investors at any stage of life.
      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

      Balanced Fund

      South African - Multi Asset - High Equity

      Moderate

      Equity Fund

      South African – Equity – General

      Moderate to High

      Flexible Fund

      South African - Multi Asset - Flexible

      Moderate to High

      Global Equity Fund

      Global - Equity - General

      Moderate to High

      Investors' Fund

      South African - Equity - General

      Moderate to High

      Maximum Return Fund

      WorldWide - Multi Asset - Flexible

      Moderate to High

      Moderate Balanced Fund

      South African - Multi-Asset - Medium Equity

      Moderate

      Money Market Fund

      South African - Interest Bearing - Money Market

      Low

      Real Income Fund

      South African - Multi Asset - Low Equity

      Low to Moderate

      Stable Growth Fund

      South African - Multi Asset - Low Equity

      Low to Moderate

      Balanced Fund
      Equity Fund
      Flexible Fund
      Global Equity Fund
      Investors' Fund
      Maximum Return Fund
      Moderate Balanced Fund
      Money Market Fund
      Real Income Fund
      Stable Growth Fund

      MANDATE

      South African - Multi Asset - High Equity

      RISK

      Moderate

      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 - Multi Asset - Flexible

      RISK

      Moderate to 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

      WorldWide - Multi Asset - Flexible

      RISK

      Moderate to High

      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

      South African - Interest Bearing - Money Market

      RISK

      Low

      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 - Low Equity

      RISK

      Low to Moderate

      FACTSHEET MDD

      PORTFOLIO

      INVESTOR REPORT

      REG 28 COMPLIANT