SuperFund
Investment Reports
Providing you with the most update information about the investment
funds available to Old Mutual SuperFund members.

Report data - important to note

  • The fund fact sheets provided are obtained from the respective fund managers and updates are dependent on the fund managers’ timeous supply of their fact sheets.
  • Monthly fund fact sheets are generally available by the 2nd week following the applicable month-end.
  • Quarterly fund fact sheets are generally available by the beginning of the second month following the quarter-end.
  • Investment Performance reports are generally available one month after month-end following the current month and will not contain any benchmark figures, e.g. January reports will generally be available beginning to mid-March.
  • Quarterly Performance reports are generally available one month after quarter-end following the current quarter and will contain benchmark figures.
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Performance Reports and Investment Provider profiles

Access the latest performance reports and investment guides and view the various investment provider profiles here.

Investment Performance Reports

Download the Investment Portfolio and Fees List for Old Mutual SuperFund Choice and SuperFund Preserver and Deferred Retirement.



Access the latest monthly performance reports for each package option:

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Guides

Read our investment guides to assist you in making the appropriate investment decisions for your retirement.

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Investment Policy Statement
Investment Policy Statement
Investment Provider Profiles


SuperFund Investment Provider profiles:

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SuperFund Easy

SuperFund Easy Investment Fund Reports

Investment Fund
Risk Profile
Fund Profile
Frequency

Medium Reward - Medium Volatility

Smoothed Bonus

Monthly

Risk Profile

Medium Reward - Medium Volatility

Fund Profile

Smoothed Bonus

Frequency

Monthly

Package option

Trustee Choice package

Investment Fund
Risk Profile
Fund Profile
Frequency

Medium Reward - Medium Volatility

Smoothed Bonus

Monthly

Risk Profile

Medium Reward - Medium Volatility

Fund Profile

Smoothed Bonus

Frequency

Monthly

SuperFund Choice

View the Investment Reports in risk profile order.

Investment Fund
Risk Profile
Fund Profile
Frequency

Medium Reward - Medium Volatility

Smoothed Bonus

Monthly

Medium Reward - Medium Volatility

Smoothed Bonus

Monthly

Medium Reward - Medium Volatility

Smoothed Bonus

Monthly

Lower Reward - Lower Volatility

Smoothed Bonus

Monthly

Lower Reward - Lower Volatility

Absolute Return

Monthly

Medium Reward - Medium Volatility

Market-Linked

Monthly

Medium Reward - Medium Volatility

Market Linked (Shariah)

Monthly

Higher Reward - Higher Volatility

Market Linked Tracker

Monthly

Lower Reward - Lower Volatility

Market Linked Tracker

Monthly

Lower Reward - Lower Volatility

Absolute Return

Monthly

Lower Reward - Lower Volatility

Market-Linked

Monthly

Medium Reward - Medium Volatility

Market-Linked

Monthly

Medium Reward - Medium Volatility

Market-Linked

Monthly

Medium Reward - Medium Volatility

Market-Linked

Monthly

Higher Reward - Higher Volatility

Market-Linked

Monthly

Medium Reward - Medium Volatility

Market Linked Tracker

Monthly

Medium Reward - Medium Volatility

Market-Linked

Monthly

Higher Reward - Higher Volatility

Market-Linked

Monthly

Medium Reward - Medium Volatility

Market-Linked

Monthly

Lower Reward - Lower Volatility

Market-Linked

Monthly

Medium Reward - Medium Volatility

Market Linked (Shariah)

Monthly

Higher Reward - Higher Volatility

Absolute Return

Monthly

Medium Reward - Medium Volatility

Market-Linked

Monthly

Higher Reward - Higher Volatility

Market-Linked

Monthly

Lower Reward - Lower Volatility

Money Market

Quarterly

Medium Reward - Medium Volatility

Market-Linked

Quarterly

Medium Reward - Medium Volatility

Absolute Return

Monthly

Medium Reward - Medium Volatility

Market Linked (Tracker)

Monthly

Lower Reward - Lower Volatility

Market Linked (Tracker)

Monthly

Lower Reward - Lower Volatility

Fixed Interest

Monthly

Medium Reward - Medium Volatility

Market-Linked

Monthly

Lower Reward - Lower Volatility

Market-Linked

Monthly

Higher Reward - Higher Volatility

Market-Linked

Quarterly

Lower Reward - Lower Volatility

Money Market

Quarterly

Lower Reward - Lower Volatility

Fixed Interest

Monthly

Higher Reward - Higher Volatility

Absolute Return

Monthly

Risk Profile

Medium Reward - Medium Volatility

Fund Profile

Smoothed Bonus

Frequency

Monthly

Risk Profile

Medium Reward - Medium Volatility

Fund Profile

Smoothed Bonus

Frequency

Monthly

Risk Profile

Medium Reward - Medium Volatility

Fund Profile

Market Linked (Shariah)

Frequency

Monthly

Risk Profile

Lower Reward - Lower Volatility

Fund Profile

Smoothed Bonus

Frequency

Monthly

Risk Profile

Lower Reward - Lower Volatility

Fund Profile

Absolute Return

Frequency

Monthly

Risk Profile

Medium Reward - Medium Volatility

Fund Profile

Market-Linked

Frequency

Monthly

Risk Profile

Medium Reward - Medium Volatility

Fund Profile

Market Linked (Shariah)

Frequency

Monthly

Risk Profile

Higher Reward - Higher Volatility

Fund Profile

Market Linked Tracker

Frequency

Monthly

Risk Profile

Lower Reward - Lower Volatility

Fund Profile

Market Linked (Tracker)

Frequency

Monthly

Risk Profile

Lower Reward - Lower Volatility

Fund Profile

Absolute Return

Frequency

Monthly

Risk Profile

Lower Reward - Lower Volatility

Fund Profile

Market-Linked

Frequency

Monthly

Risk Profile

Medium Reward - Medium Volatility

Fund Profile

Market-Linked

Frequency

Monthly

Risk Profile

Medium Reward - Medium Volatility

Fund Profile

Market-Linked

Frequency

Monthly

Risk Profile

Medium Reward - Medium Volatility

Fund Profile

Market-Linked

Frequency

Monthly

Risk Profile

Higher Reward - Higher Volatility

Fund Profile

Market-Linked

Frequency

Monthly

Risk Profile

Medium Reward - Medium Volatility

Fund Profile

Market Linked Tracker

Frequency

Monthly

Risk Profile

Medium Reward - Medium Volatility

Fund Profile

Market-Linked

Frequency

Monthly

Risk Profile

Higher Reward - Higher Volatility

Fund Profile

Market-Linked

Frequency

Monthly

Risk Profile

Medium Reward - Medium Volatility

Fund Profile

Market-Linked

Frequency

Monthly

Risk Profile

Lower Reward - Lower Volatility

Fund Profile

Market-Linked

Frequency

Monthly

Risk Profile

Medium Reward - Medium Volatility

Fund Profile

Market Linked (Shariah)

Frequency

Monthly

Risk Profile

Higher Reward - Higher Volatility

Fund Profile

Absolute Return

Frequency

Monthly

Risk Profile

Medium Reward - Medium Volatility

Fund Profile

Market-Linked

Frequency

Monthly

Risk Profile

Higher Reward - Higher Volatility

Fund Profile

Market-Linked

Frequency

Monthly

Risk Profile

Lower Reward - Lower Volatility

Fund Profile

Money Market

Frequency

Quarterly

Risk Profile

Medium Reward - Medium Volatility

Fund Profile

Market-Linked

Frequency

Quarterly

Risk Profile

Medium Reward - Medium Volatility

Fund Profile

Absolute Return

Frequency

Monthly

Risk Profile

Medium Reward - Medium Volatility

Fund Profile

Market Linked (Tracker)

Frequency

Monthly

Risk Profile

Lower Reward - Lower Volatility

Fund Profile

Market Linked (Tracker)

Frequency

Monthly

Risk Profile

Lower Reward - Lower Volatility

Fund Profile

Fixed Interest

Frequency

Monthly

Risk Profile

Medium Reward - Medium Volatility

Fund Profile

Market-Linked

Frequency

Monthly

Risk Profile

Lower Reward - Lower Volatility

Fund Profile

Market-Linked

Frequency

Monthly

Risk Profile

Higher Reward - Higher Volatility

Fund Profile

Market-Linked

Frequency

Monthly

Risk Profile

Lower Reward - Lower Volatility

Fund Profile

Money Market

Frequency

Quarterly

Risk Profile

Lower Reward - Lower Volatility

Fund Profile

Fixed Interest

Frequency

Monthly

Risk Profile

Higher Reward - Higher Volatility

Fund Profile

Absolute Return

Frequency

Monthly

SuperFund Choice by Package

Select your Funds by viewing different package options.

Investment Fund
Trustee Choice
Lifestage
Strategy
Extended

Trustee Choice

Lifestage

Strategy

Extended

Trustee Choice

Lifestage

Strategy

Extended

Trustee Choice

Lifestage

Strategy

Extended

Trustee Choice

Lifestage

Strategy

Extended

Trustee Choice

Lifestage

Strategy

Extended

Trustee Choice

Lifestage

Strategy

Extended

Trustee Choice

Lifestage

Strategy

Extended

Trustee Choice

Lifestage

Strategy

Extended

Trustee Choice

Lifestage

Strategy

Extended

Trustee Choice

Lifestage

Strategy

Extended

Trustee Choice

Lifestage

Strategy

Extended

Trustee Choice

Lifestage

Strategy

Extended

Trustee Choice

Lifestage

Strategy

Extended

Trustee Choice

Lifestage

Strategy

Extended

Trustee Choice

Lifestage

Strategy

Extended

Trustee Choice

Lifestage

Strategy

Extended

Trustee Choice

Lifestage

Strategy

Extended

Trustee Choice

Lifestage

Strategy

Extended

Trustee Choice

Lifestage

Strategy

Extended

Trustee Choice

Lifestage

Strategy

Extended

Trustee Choice

Lifestage

Strategy

Extended

Trustee Choice

Lifestage

Strategy

Extended

Trustee Choice

Lifestage

Strategy

Extended

Trustee Choice

Lifestage

Strategy

Extended

Trustee Choice

Lifestage

Strategy

Extended

Trustee Choice

Lifestage

Strategy

Extended

Trustee Choice

Lifestage

Strategy

Extended

Trustee Choice

Lifestage

Strategy

Extended

Trustee Choice

Lifestage

Strategy

Extended

Trustee Choice

Lifestage

Strategy

Extended

Trustee Choice

Lifestage

Strategy

Extended

Trustee Choice

Lifestage

Strategy

Extended

Trustee Choice

Lifestage

Strategy

Extended

Trustee Choice

Lifestage

Strategy

Extended

Trustee Choice

Lifestage

Strategy

Extended

Trustee Choice

Lifestage

Strategy

Extended

Trustee Choice

Lifestage

Strategy

Extended

Trustee Choice

Lifestage

Strategy

Extended

SuperFund Customised

Investments can be customised fully by employers who choose this option. Employers can make use of approved independent investment consultants, to assist with this investment structuring. The final selection, from either the stable of Old Mutual backed investments or other investment managers, will still need to be approved by the SuperFund Trustees as they have ultimate responsibility for all SuperFund governance and compliance requirements.

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