Do you want to invest online without the help of a financial adviser?
Old Mutual offers a host of online solutions to suit your investment needs so that you can manage your own investment portfolio.
Tell us why you want to invest, and we'll show you what's available online.
Investment for a specific goal
We have two solutions that offer expertly managed funds to suit a variety of investment and savings needs. You can choose one or both of them, depending on your needs:
| Fairbairn Capital Investment Plan |
Old Mutual Unit Trusts |
MinimumsR100 000 lump sum and/or R2 000 per month |
MinimumsR10 000 lump sum and/or R500 per month |
Fund choice
- An Elite range of 40 to 50 funds chosen through stringent criteria to meet investor objectives
- South African unit trusts from Old Mutual and various external providers
|
Fund choice
- Our Classic Investment Collection, a smart selection of five unit trusts tailored to meet most investment needs, helps to simplify investment choice.
- A range of over 40 Old Mutual unit trusts for investors wishing to build a specialised portfolio of expertly managed unit trusts.
|
| Please visit the Fairbairn Capital website to find out more and make your selection |
Please visit the Old Mutual Unit Trusts website to find out more and make your selection |
Invest in a Retirement Annuity
Retirement annuities are an ideal way to save for your retirement because your contributions are tax deductible - within limits - and you cannot access your capital until you retire. You can choose one or both of them, depending on your needs:
| Fairbairn Capital Retirement Annuity |
Old Mutual Unit Trusts Retirement Annuity Fund |
MinimumsR100 000 lump sum and/or R2 000 per month |
MinimumsR10 000 lump sum and/or R500 per month |
Fund choice
- An elite range of 40 to 50 funds chosen through stringent criteria to meet investor objectives.
- South African unit trusts from Old Mutual and various external providers.
|
Fund choice
- Our Classic Investment Collection, a smart selection of five unit trusts tailored to meet most investment needs, helps to simplify investment choice.
- A range of over 40 Old Mutual unit trusts for investors wishing to build a specialised portfolio of expertly managed unit trusts.
|
| Please visit the Fairbairn Capital website to find out more and make your selection |
Please visit the Old Mutual Unit Trusts website to find out more and make your selection |
Invest provident or pension fund money
When you resign from your employer, you should invest the money from your employer’s provident or pension fund to keep your tax benefits and ensure that your retirement savings are exposed to potential market related growth and the benefit of diversification.
| Fairbairn Capital Preservation Fund |
MinimumsR50 000 lump sum |
Fund choice
- An Elite range of 40 to 50 funds chosen through stringent criteria to meet investor objectives
- South African unit trusts from Old Mutual and various external providers
|
| Please visit the Fairbairn Capital website to find out more and make your selection |
Buy a living annuity
Reinvest the money from your retirement fund to receive retirement income by buying a living annuity. As a flexible, market-linked annuity, this product enables you to adapt your income on an annual basis.
| Fairbairn Capital Retirement Income Plan |
MinimumsR100 000 lump sum |
Fund choice
- An Elite range of 40 to 50 funds chosen through stringent criteria to meet investor objectives
- South African unit trusts from Old Mutual and various external providers
|
| Please visit the Fairbairn Capital website to find out more and make your selection |