Financially Talking is an annual newsletter sent to a number of Old Mutual Unit Trust investors. The informative articles cover new fund launches, commentary on the economic conditions prevailing at the time as well as some sound advice when it comes to investing. The articles are sourced from our portfolio managers, senior economists as well as Old Mutual Unit Trusts' spokespeople.
Period: Annually.
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January 2006 Contents
- When living longer is dangerous!
- What to expect in 2006.
- D-I-Y or D-I-F-M (Do It For Me) investing.
- Performance update.
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July 2006 Contents
- Stick to investment principles.
- New fund targets inflation.
- Volatility demonstrates fund’s mettle.
- Performance update.
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January 2007 Contents
- Dynamic Floor Fund exposed.
- Meet the new Managing Director.
- A Galaxy of choice - introducing our multi-manager range.
- Performance update.
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July 2007 Contents
- Get the right mix – asset allocation explained.
- Is the bull run over
- With Old Mutual Unit Trusts there's something for everyone.
- Performance update.
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January 2008 Contents
- Is there life after the subprime crisis?
- Investing into 2008.
- Exclusive access to new JSE index.
- The ABC of fund classes.
- Tax on Dividends.
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July 2008 Contents
- How market conditions impact fund performance.
- A place for cash.
- Is this a "winter sale"?
- Making the right choice.
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September 2011 Contents
- Taming the inflation giant.
- One size does not fit all.
- Take a new look at equities.
- Pay yourself first.
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