Investment Series
Traditionally, investment and saving choices were limited to a list of products that you ticked off one by one as your needs changed…savings account…pension fund…maybe even a share or two along the way.Today however, your choices are overwhelming. It’s daunting to consider the vast range of options available, and it’s easy to do nothing for fear of doing the wrong thing.
We think the key is to start with what you need.
Are you…dreaming of travel and adventure? Wanting to study? Saving for your child’s education? Do you have a goal in mind? A wedding? A car of your own? What about a new home? Or a retirement that’s filled with passion and purpose?
The Investment Series is a handpicked range of 10 unit trust funds that offers a solution for every investor at every stage of life, no matter your goal.
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
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
Moderate Balanced Fund
Money Market Fund
Real Income Fund
Stable Growth Fund
MANDATE
South African - Multi Asset - High Equity
RISK
FACTSHEET MDD
PORTFOLIO
INVESTOR REPORT
REG 28 COMPLIANT
MANDATE
South African – Equity – General
RISK
FACTSHEET MDD
PORTFOLIO
INVESTOR REPORT
REG 28 COMPLIANT
MANDATE
South African - Multi Asset - Flexible
RISK
FACTSHEET MDD
PORTFOLIO
INVESTOR REPORT
REG 28 COMPLIANT
MANDATE
Global - Equity - General
RISK
FACTSHEET MDD
PORTFOLIO
INVESTOR REPORT
REG 28 COMPLIANT
MANDATE
South African - Equity - General
RISK
FACTSHEET MDD
PORTFOLIO
INVESTOR REPORT
REG 28 COMPLIANT
MANDATE
WorldWide - Multi Asset - Flexible
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
Low
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
South African - Multi Asset - Low Equity
RISK
Low to Moderate
FACTSHEET MDD
PORTFOLIO
INVESTOR REPORT
REG 28 COMPLIANT