Unit trusts are an amazingly flexible investment option and can be used to achieve a number of investment and life goals:
- Build a portfolio of unit trusts using our Classic Investment Collection or our full range of over 40 unit trusts to save for specific goals such as education, holidays, or a car.
- Save for retirement with Old Mutual Unit Trusts Retirement Annuity Fund. This unit trust-based retirement annuity lets you switch between unit trusts as your life stage changes to ensure that your investment remains relevant to you at all times.
- Old Mutual Unit Trusts Living Annuity enables you to draw a market-related income derived from a unit trust portfolio.
- If you have taken early retirement or resigned to make a new start, the Old Mutual Unit Trusts Preservation Funds can help you to preserve and grow the proceeds of a pension or provident fund.
- Old Mutual Unit Trusts Group Solution provides businesses with a simple and an efficient way to offer employees an attractive salary package, including tax-deductible retirement benefits, tailored to meet their individual savings and investment needs.
- We have a selection of Shari'ah compliant unit trusts to meet the needs of our Muslim investors.