Investment Strategy

The benefits transferred to the Old Mutual SuperFund Unclaimed Benefits Fund are invested in the Old Mutual CoreGrowth 100 portfolio, which offers a 100% capital guarantee and targets investment growth of CPI + 3.5%. Volatility is reduced via bonus smoothing. The fund maintains a moderate (approximately 54%) exposure to growth assets to provide a higher long-term return than cash.

Useful Documents for Members

Reports & Useful Documents

PDF

Unclaimed Benefits Fund Quarterly Investment Performance Report pdf
Unclaimed Benefits Fund Monthly Investment Performance Report pdf
Old Mutual CoreGrowth 100 fact sheet pdf

Notes

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 3 weeks after month-end and will not contain any benchmark figures.
  • Quarterly Performance reports are generally available 3 weeks after quarter-end and will contain benchmark figures.