Investing for growth means investing in products that are structured to grow your capital. These products are ideal either as long-term components of your investment portfolio or, to help you invest towards a goal over a specified term. Old Mutual's investment and savings range offers access to a comprehensive spread of funds and flexible benefits. Decide upfront whether you want to invest once-off (lump sum) or on a regular basis (monthly). Consider whether access to money is important and if you prefer a contract/term-based investment or something more flexible.
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Max Investments
- Lump sum or monthly investments.
- Tax efficient solutions.
- Access to 200+ funds.
- Personalise your plan.
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- R250/month minimum.
- Invest online or via adviser.
- Access to funds.
- No contractual term.
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- From R150/month.
- No medical required.
- Part withdrawal permitted.
- Direct investment -
no adviser.
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- R100 000 lump sum minimum
- Unit trust-based portfolio.
- Invest in up to 10 funds.
- No contractual term.
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- Offers diversified portfolio.
- Lump sum/monthly investment options.
- Minimum term: 5 years.
- Payout is tax free.
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- Reduce currency risk.
- Diversify globally.
- Investment available in three major currencies.
- Choice of funds.
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- Previous generation product.
- Combined life insurance and investment.
- Closed to new investments.
- Monthly performance reports.
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- Online investment solutions.
- Manage your own investment portfolio.
- Ideal for astute investors.
- Choice of investment products.
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Online Share Trading
- For investors keen to trade shares online.
- Daily market reviews.
- Real-time access to JSE share prices.
- Hundreds of shares to choose from.
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