Strategic Investment Service

      Ballot Update - SIS Equity Fund

      We are pleased to confirm that following a successful ballot, the Financial Sector Conduct Authority (FSCA) approved the investment policy change of the Strategic Investment Service Equity Fund, formalising the historical use of derivatives. This investment policy change will have no impact on the way the fund has been managed to date.

      If you have any questions pertaining to this communication, contact our Customer Service at Telephone number +27 21 524 5017 or alternatively Email us at sisadministrator@oldmutual.com

      The Strategic Investment Service offering provides a proprietary multi-manager capability that researches the market and appoints the most appropriate, specialist asset managers to manage the underlying portfolios. This provides our clients with access to carefully selected top tier asset managers and ongoing monitoring to ensure the processes and style remain in sync with the needs of the client. Portfolios are deliberately crafted to deliver to outcomes that are defined along client expectations and treats unrelated indices and other industry benchmarks as incidental input – delivery to client goals and dreams is our number one concern.


      What we offer