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 for each package option:

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

Investment Guides

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

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.

PLEASE NOTE THAT THE FOLLOWING FUNDS WILL CLOSE TO ALL NEW INVESTMENTS AND SWITCHES ON 23 SEPTEMBER 2019:

  • Old Mutual Absolute Secure Growth Portfolio
  • Old Mutual Nucleus Balanced Index Life Fund
  • Old Mutual Nucleus Conservative Index Life Fund
  • Old Mutual Nucleus Moderate Index Life Fund
  • Old Mutual Investment Group Profile Balanced Portfolio
  • Alexander Forbes Investments Limited 37.5% Equity
  • Oasis Crescent Balanced Progressive Fund of Funds

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").
  • Investec Managed is now Ninety One Managed.

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.