News and Articles

• Investors to take note of impending Regulation 28 changes

  4/19/2011 12:00:00 AM

  Besides pension funds, individual investors also need to be aware of the imminent changes to Regulation 28 of the Pension Funds Act, as the changes are likely to have a significant impact on the way they save and invest their hard-earned cash going forward. In fact, according to Roland Gräbe, Chief Investment Officer at Symmetry Multi-Manager, individuals who have investments in retirement annuity (RA) and other retirement savings vehicles should consult their service providers or financial advisers right away to determine what the impact could be on their portfolios.

• New Shari’ah-compliant fund offers diversification

  3/30/2011 12:00:00 AM

  In the current market conditions when diversification is more important than ever, Old Mutual Unit Trusts, in partnership with Al Baraka Bank and Channel Islam, has launched a Shari’ah-compliant asset allocation fund that offers investors excellent diversification through access to most local and international asset classes. The Old Mutual Albaraka Balanced Fund provides investors with an ethical investment that aims to achieve long-term growth and a moderate level of income.

• Higher budget deficits raise some concerns

  2/23/2011 12:00:00 AM

  The international investment community could start to question the South African government’s previous strict fiscal stance due to the higher budget deficits announced today by Finance Minister Pravin Gordhan in today’s 2011-12 Budget, according to Rian le Roux, chief economist at Old Mutual Investment Group SA (OMIGSA).

• SA likely to escape recession in Q3 2009

  10/20/2009 12:33:30 PM

  Recent economic data are pointing to the likelihood that South Africa came out of recession during the third quarter of 2009, with third quarter GDP data likely to show economic growth of around 2.0% ((on a seasonally adjusted annualised (saar) basis)), according to Johann Els, senior economist at Old Mutual Investment Group SA.

• Corporate bonds to offer superior returns

  10/20/2009 12:00:00 AM

  With interest rates expected to remain near their current low levels for an extended period of time and the outlook for government bonds discouraging, corporate bonds are expected to remain an attractive sub-asset class over the medium-term for investors looking for income, according to Wikus Furstenberg, a portfolio manager at Futuregrowth Asset Management, South Africa’s largest fixed income asset manager and a boutique in Old Mutual Investment Group SA (OMIGSA).

• Offshore investing made easy

  9/15/2004 12:00:00 AM

  Old Mutual will be making it easier for investors to diversify offshore by replacing its existing range of offshore products with one easy to understand, transparent and flexible life product.