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.
Access the latest performance reports and investment guides and view the various investment provider profiles here.
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:
Read our investment guides to assist you in making the appropriate investment decisions for your retirement.
- Access the latest SuperFund Investment Policy Statement approved by the Management Board of the Old Mutual SuperFund Pension and Provident Funds
- Access the latest SuperFund Unclaimed Benefits Preservation Pension and Provident Funds Investment Policy Statement approved by the Management Board.
- Access the latest Protektor Preservation Pension and Provident Funds Investment Policy Statement approved by the Management Board.
- Alexander Forbes Investments
- Allan Gray
- Camissa
- Coronation
- Futuregrowth
- Ninety One Managed
- Nedgroup
- Old Mutual Absolute Growth Portfolio
- Old Mutual Albaraka Balanced Fund
- Old Mutual Multi-Managers
- Old Mutual Investment Group MacroSolutions
- Prudential
- Taquanta
- Vunani
SuperFund Investment Provider profiles:
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
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
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
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
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.
