How much do I need to save and invest?
InvestRight is a simple, interactive and free guide to help establish how much a person will need to save and invest to meet their financial goals, be they short-, medium- or long term. All you need to do, is answer five simple questions.
What will it cost me?
The Effective Annual Cost (EAC) is a measure which has been introduced to allow you to compare the charges you incur and their impact on investment returns when you invest in different Financial Products. It is expressed as an annualised percentage. The EAC is made up of four components. The effect of some of the charges may vary, depending on your investment period. The EAC calculation assumes that an investor terminates his or her investment in the Financial Product at the end of the relevant periods shown in the table. Please note this illustrator does expire. An updated version will be available for download on 28 February 2020.
What funds best suit my needs?
This Fund Selection Tool gives you some insight into what type of investor you are. It is not sufficiently comprehensive to qualify as investment advice and you should consult your Old Mutual Financial Planner or Broker for more information.
Old Mutual Unit Trust funds are managed by three specialist fund managers, Old Mutual Investment Group: a leading African asset manager with a comprehensive range of investment capabilities to consistently deliver on your investment needs.
Old Mutual Multi Managers: a specialist investment boutique within the Old Mutual group that offers affordable investments that blend together the best of the South African and offshore asset managers.
Futuregrowth Asset Management is a fixed-interest asset manager, committed to responsible investing that advances social, environmental and governance reform, while achieving superior financial returns.
The Investment Series is a core range of funds, handpicked to meet the diverse need of investors. Whether you're looking to purchase a new home, further your studies or travel the world, we can help you make it real.