Investment Series A solution for every investor at every stage of life, 
to help you get your future goals back on track.

      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.
      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.

      Lady and man talking to each other on the stairs
      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

      Download a guideline to understanding your fund fact sheet.