Investment Minimums

Use the menu to select general fund information, prices (table & graphing tool), performance, declarations, investment minimums, and fees and charges:

Investment Series Fund Range

Old Mutual Fund Name

Lump Sum

Monthly Sum

Money Market Fund R10 000 R500
Real Income Fund R10 000 R500
Stable Growth Fund R10 000 R500
Moderate Balanced Fund R10 000 R500
Balanced Fund R10 000 R500
Flexible Fund R10 000 R500
Maximum Return Fund of Funds R10 000 R500
Investors' Fund R10 000 R500
Equity Fund R10 000 R500
Global Equity Fund R10 000 R500

Full Fund Range

Old Mutual Fund Name

Lump Sum

Monthly Sum

Capital Builder Fund A R10 000 R500
MSCI Emerging Markets ESG Index Feeder Fund R10 000 R500
Multi-Managers Aggressive Balanced Fund of Funds R10 000 R500
Multi-Managers Balanced Fund of Funds R10 000 R500
Multi-Managers Cautious Fund of Funds R10 000 R500
Multi-Managers Defensive Fund of Funds R10 000 R500
Multi-Managers Enhanced Income Fund of Funds R10 000 R500
Multi-Managers Equity Fund of Funds R10 000 R500
Multi-Managers Maximum Return Fund of Funds R10 000 R500
Albaraka Balanced Fund R10 000 R500
Albaraka Equity Fund R10 000 R500
Albaraka Income Fund R10 000 R500
Balanced Fund R10 000 R500
Bond Fund R10 000 R500
Capped SWIX Index Fund R10 000 R500
Core Balanced Fund R10 000 R500
Core Conservative Fund R10 000 R500
Core Moderate Fund R10 000 R500
Dynamic Floor Fund R10 000 R500
Equity Fund R10 000 R500
Flexible Fund R10 000 R500
FTSE RAFI All World Index Feeder Fund R10 000 R500
Global Currency Feeder Fund R10 000 R500
Global Equity Fund R10 000 R500
Gold Fund R10 000 R500
Income Fund R10 000 R500
Interest Plus Fund R10 000 R500
Investors' Fund R10 000 R500
Managed Alpha Equity Fund R10 000 R500
Maximum Return Fund of Funds R10 000 R500
Mid & Small-Cap Fund R10 000 R500
Moderate Balanced Fund R10 000 R500
Money Market Fund R10 000 R500
MSCI World ESG Index Feeder Fund R10 000 R500
RAFI® 40 Index Fund R10 000 R500
Real Income Fund R10 000 R500
SA Quoted Property Fund R10 000 R500
Stable Growth Fund R10 000 R500
Top 40 Index Fund R10 000 R500

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