Old Mutual Unit Trusts now offers unit trust-based preservation funds that offer you flexibility, transparency and tax efficiency, at very low costs. These add to the Old Mutual Unit Trusts Retirement Annuity Fund and Old Mutual Unit Trusts Living Annuity to complete our retirement planning range of products.
Preservation funds are designed specifically to receive lump sum transfers from an employer’s retirement fund if an investor leaves a job before retirement.
- Old Mutual Unit Trusts Preservation Pension Fund receives money from pension funds.
- Old Mutual Unit Trusts Preservation Provident Fund receives money from provident funds.
Old Mutual Unit Trusts’ Preservation Funds offer investors:
Cost efficiency
- Minimum investment amount: R30 000.
- No hidden costs. Investors will only incur the fees and charges associated with the unit trusts they select.
Investment choice and flexibility
Investors can tailor a portfolio to suit their specific profile from our comprehensive range of local and international unit trusts. All portfolios need to comply with asset class exposure limits laid out in Regulation 28 of the Pension Funds Act. Clients can select funds from our Classic Investment Collection, a smart selection of unit trust funds designed to meet the changing needs of most investors throughout their life stages, or choose from our entire suite of over 40 unit trust funds.
For more information about the fund, view the fact sheet or contact your financial advisor.