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.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
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
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
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
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
FACTSHEET MDD
PORTFOLIO
INVESTOR REPORT
REG 28 COMPLIANT
MANDATE
South African - Multi Asset - Flexible
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 - 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
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