Easy Benefit Plan Investments

To keep Easy Benefit Plan as simple as possible for our customers, the SuperFund Trustees choose the investment portfolio on behalf of employers and members.

A careful review is done of the available investment portfolios, including their risk profiles and fee structures, to see how well they meet member needs. Once these have been assessed, a decision is taken on which portfolio best serves the interests of members. Retirement savings are invested in Old Mutual’s market-leading Absolute Stable Growth Portfolio that, despite the recent market crash, has not experienced negative returns.

Please note the following:

• The fund fact sheets provided are obtained from the respective fund managers and updates are dependent on the fund managers’ timeous supply of their fact sheets.
• Monthly fund fact sheets are generally available by the 2nd week following the applicable month-end.

Questions and Answers

Our Frequently Asked Questions document is likely to have the answers to most, if not all of your questions. Read the Old Mutual SuperFund Investments Frequently Asked Questions.