When we speak of classics we generally refer to certain qualities. Those of longevity, long-lasting value, quality and something that is so uniquely designed as to feel as if it was made just for you. At the Old Mutual Investment Group we believe that investment is no different. The qualities you look for in every classic financial investment are the same qualities that make for effective and sustainable wealth creation.
This selection of five unit trusts is designed to simplify your investment choice, while delivering real value over the longer term. Each unit trust was carefully selected to meet specific investment needs, from lower-risk income funds to higher-risk funds seeking maximum growth. Use these funds as stand-alone funds, switching between them as your needs change, or as core elements of your portfolios, to which you can add tactical funds from our full fund offering.
Choose your Classic Funds
Balanced Fund
Ideally suited for investors wanting moderate to high long-term growth with less volatility in the short term than pure equity.
Fund manager Anil Thakersee ensures portfolio exposure to all sectors of the market.
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Min Investment amount
|
| Monthly: | R500 |
| Lump sum: | R10 000 |
| Ad hoc: | R500 |
Recommended minimum term  | years |
Enhanced Income Fund
This fund is ideal for investors who want high income and returns in excess of those from money markets over time, coupled with limited risk of capital loss.
Fund Manager Wikus Furstenberg ensures the fund conforms to retirement fund legislation.
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Min Investment amount
|
| Monthly: | R500 |
| Lump sum: | R10 000 |
| Ad hoc: | R500 |
Recommended minimum term  | years |
Flexible Fund
A higher risk fund investing predominantly in shares, offering investors high long-term capital growth, with some protection against short-term fluctuations of the equity market.
Fund Manager Peter Brooke can invest in less risky asset classes when they offer better value.
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Min Investment amount
|
| Monthly: | R500 |
| Lump sum: | R10 000 |
| Ad hoc: | R500 |
Recommended minimum term | years |
Stable Growth Fund
Fund Manager Peter Brooke actively manages the asset allocation of this fund thereby offering investors close to, or in retirement, growth and a moderate level of income with controlled risk of capital loss.
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Min Investment amount
|
| Monthly: | R500 |
| Lump sum: | R10 000 |
| Ad hoc: | R500 |
Recommended minimum term  | years |
Top Companies Fund
Ideal for investors looking to tap the long-term wealth-generating power of the local stock market and who are prepared to tolerate stock market volatility.
Richard Hasson and Neil Brown are joint Fund Managers of this unit trust.
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Min Investment amount
|
| Monthly: | R500 |
| Lump sum: | R10 000 |
| Ad hoc: | R500 |
Recommended minimum term | years |
The following funds have been selected:
They will appear in the online application form if you choose to apply online.
No funds selected