Old Mutual Capital Growth is an absolute return fund with an explicit capital guarantee. Capital Growth's performance is tracked by a daily unit price (net of fees, gross of tax) reflecting growth in the portfolio.
The unit price is guaranteed not to fall below a quarterly minimum unit price that has been set for the investment quarter. Investment quarters begin on 1 March, 1 June, 1 September and 1 December each year.
Old Mutual Capital Growth was launched on 1 December 2005.
The performance fact sheets below show the returns for each investment quarter since March 2009. The portfolio’s growth objective of CPI+4% p.a. is also reflected.
Quarterly Investment Updates:
Downloads: