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Past Performance Calculator

Use the menu to select general fund information, prices (table & graphing tool), performance, declarations, investment minimums, and fees and charges:

Past Performance Calculator
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The calculations are based on unit prices at 31 March 2012, and this implies calculations not prices will be updated every three months. If you would like to know the current value of your existing holding of Old Mutual unit trusts, then please register for online access to your portfolio or contact Old Mutual Unit Trust Service Centre, 0860 234 234. The figures are sourced from S&P Fund Services, using NAV-NAV prices (ie. charges are excluded) and distributions are reinvested. Each fund's total expense ratio (TER) is reflected in the individual fund fact sheets.  For a table of all funds total expense ratios click here.

To view our Namibian funds, please visit the Old Mutual Namibia website.

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