Strategy Funds
Old Mutual Unit Trusts offers investors expertly managed funds to suit
a variety of investment and savings needs.

      Strategy Funds

      Matching or beating inflation is crucial. That is why we’ve placed the targeting of real returns at the heart of our investment philosophy. Our strategies are designed to meet all investors’ unique needs and each has a different level of volatility, keeping in mind that there is a trade-off between higher returns and higher volatility.
      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

      CASH STRATEGY

      Money Market Fund

      South African - Interest Bearing - Money Market

      Low

      Multi-Managers Money Market Fund

      South African - Interest Bearing - Money Market

      Low

      ENHANCED INCOME STRATEGY

      Real Income Fund

      South African - Multi Asset - Low Equity

      Low to Moderate

      Multi-Managers Enhanced Income Fund of Funds

      South African - Multi Asset - Income

      Low to Moderate

      INFLATION PLUS 2-3% STRATEGY

      Stable Growth Fund

      South African - Multi Asset - Low Equity

      Low to Moderate

      Multi-Managers Cautious Fund of Funds

      South African - Multi Asset - Low Equity

      Low to Moderate

      INFLATION PLUS 3-4% STRATEGY

      Moderate Balanced Fund

      South African - Multi-Asset - Medium Equity

      Moderate

      Multi-Managers Defensive Fund of Funds

      South African - Multi Asset - Medium Equity

      Moderate

      INFLATION PLUS 4-5% STRATEGY

      Balanced Fund

      South African - Multi Asset - High Equity

      Moderate

      Multi-Managers Balanced Fund of Funds

      South African - Multi Asset - High Equity

      Moderate

      INFLATION PLUS 5-7% STRATEGY

      Flexible Fund

      South African - Multi Asset - Flexible

      Moderate to High

      Multi-Managers Aggressive Balanced Fund of Funds

      South African - Multi Asset - High Equity

      Moderate to High

      MAXIMUM RETURN STRATEGY

      Maximum Return Fund

      WorldWide - Multi Asset - Flexible

      Moderate to High

      Multi-Managers Maximum Return Fund of Funds

      Worldwide - Multi Asset - Flexible

      Moderate to High

      Balanced Fund
      Flexible Fund
      Maximum Return Fund
      Moderate Balanced Fund
      Money Market Fund
      Multi-Managers Aggressive Balanced Fund of Funds
      Multi-Managers Balanced Fund of Funds
      Multi-Managers Cautious Fund of Funds
      Multi-Managers Defensive Fund of Funds
      Multi-Managers Enhanced Income Fund of Funds
      Multi-Managers Maximum Return Fund of Funds
      Multi-Managers 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 - Multi Asset - Flexible

      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 - High Equity

      RISK

      Moderate to High

      FACTSHEET MDD

      PORTFOLIO

      INVESTOR REPORT

      REG 28 COMPLIANT

      MANDATE

      South African - Multi Asset - High Equity

      RISK

      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

      MANDATE

      South African - Multi Asset - Medium Equity

      RISK

      Moderate

      FACTSHEET MDD

      PORTFOLIO

      INVESTOR REPORT

      REG 28 COMPLIANT

      MANDATE

      South African - Multi Asset - Income

      RISK

      Low to Moderate

      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 - Interest Bearing - Money Market

      RISK

      Low

      FACTSHEET MDD

      Multi-Managers Money Market Fund

      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.