Monthly investment minimum: R500
Lump sum minimum: R10 000
Ad hoc minimum: R1 000
If you want to grow your retirement capital, Old Mutual Unit Trusts Retirement Annuity Fund (OMUTRAF) is among the most affordable retirement annuities in South Africa: you only pay for the unit trusts you choose; there are no additional fees and charges.
As it is a unit trust-linked investment you can tailor a retirement portfolio to suit your specific needs, and benefit from the ability to switch between unit trusts to restructure your portfolio as your investor profile changes. Access to our Classic Investment Collection as well as our range of over 40 unit trusts enables you to diversify your investment across regions, sectors and economies.
Retirement annuity contributions are tax-deductible, within legislative limits, and any capital appreciation in the value of your units is currently tax free. You may not access your investment until you retire.
Please read the fact sheet for details on the tax benefits as well as the other features and benefits of this very attractive retirement investment.
Best of all, you can manage your investment portfolio online, 24/7, by registering for our secure services.
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