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.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
Balanced Fund
South African - Multi Asset - High Equity
Equity Fund
South African – Equity – General
Flexible Fund
South African - Multi Asset - Flexible
Global Equity Fund
Global - Equity - General
Investors' Fund
South African - Equity - General
Maximum Return Fund of Funds
WorldWide - Multi Asset - Flexible
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 of Funds
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
RISK
FACTSHEET MDD
PORTFOLIO
INVESTOR REPORT
REG 28 COMPLIANT
MANDATE
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
RISK
FACTSHEET MDD
PORTFOLIO
INVESTOR REPORT
REG 28 COMPLIANT
MANDATE
RISK
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
FACTSHEET MDD
PORTFOLIO
INVESTOR REPORT
REG 28 COMPLIANT
MANDATE
South African - Multi Asset - Low Equity
RISK
FACTSHEET MDD
PORTFOLIO
INVESTOR REPORT
REG 28 COMPLIANT
MANDATE
RISK
FACTSHEET MDD
PORTFOLIO
INVESTOR REPORT
REG 28 COMPLIANT