SuperFund Investment Funds

This section gives you the most recently updated information about the different investment funds available to Old Mutual SuperFund members. Please note the following:

  • 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.

Investment Performance Reports

Access the latest monthly performance reports (without benchmarks) for each package option:

Access the latest quarterly performance reports (with benchmarks) for each package option:

Investment Guides

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

Nucleus Index Life Fund Range

SuperFund Investment Providers Profiles

To access fund information, you can :

  • Select “All Funds” or choose the particular SuperFund solution relevant to you (i.e. SuperFund Easy, or SuperFund Choice, or SuperFund Customised).
  • Filter the investment funds by Risk Profile or by Investment Package Option.

CONTACT US: 0860 46 83 78 / Email

 

Investment Fund Reports (PDF)

Investment Fund

 

Fund name changes:

  • Nedgroup Structured Life Taquanta Cash Pooled Portfolio (CPLSTF) is now Nedgroup Structured Life Taquanta Enhanced Cash Portfolio (the "Fund").

Please 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.