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.

      Download a guideline to understanding your fund fact sheet
      .
      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 of Funds

          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 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

          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

          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