Adviser and Client Communications

This section contains copies of communications sent to advisers via MAP and Investment Focus and copies of communication sent to our clients.

January 2012

• A great start to 2012

December 2011

• Ballot letters to amalgamate six Old Mutual funds
• Ballot Notification

November 2011

• Ballot letter
• New fund manager for Old Mutual International Growth Fund of Funds
• Capping of some funds on Old Mutual Unit trusts' retirement platforms
• A classic ad campaign to take us into 2012

October 2011

• Old Mutual Real Income Fund assets under management now exceed R2 billion!
• Change to the investment policy of the Old Mutual Real Income Fund
• Old Mutual Interest Plus Fund is now available.

September 2011

• Old Mutual GEM Fund is now available.
• Introducing Old Mutual Unit Trusts Preservation Funds

August 2011

• Ballot to change the investment policy of Old Mutual Real Income Fund | Ballot letter
• Manager change: Coronation replaces Marriott in SYm|mETRY Cautious Fund of Funds.
• Old Mutual GEM Fund Availability on OMUQUOTE.

July 2011

• Regulation 28-compliant funds ease administration burden for retirement annuity investors.

June 2011

• SYm|mETRY - We’re painting the town ORANGE!
• New market new sales opportunity
• OMUT is talking to clients about changes to Regulation 28

March 2011

• New Manager for Old Mutual Mining and Resources Fund
• A winning month for Old Mutual Investment Group (OMIGSA)
• Japan still an attractive investment
• OMUT Client Statement Mailing
• Old Mutual Unit Trusts scoops Morningstar award
• Focal Point - Asset Allocation

February 2011

• OMIGSA Commentary on 2011 Budget Speech: Rian le Roux