AN INVESTMENT CLUB FOR YOU AND YOUR LIKE-MINDED FRIENDS AND FAMILY

Joining an investment club is a great way to create wealth and to learn about investing along the way. Saving and investing is nothing new - just think of stokvels - but what about saving for the longer term goals like buying property or starting a business. Traditional savings just don't give the potential in returns that group investments can.

So, what are you waiting for? Old Mutual's Investment Club is here to help you and your friends create wealth and learn a bit about investing along the way. Gather your friends and family and start investing today.

HOW THE OLD MUTUAL INVESTMENT CLUB WORKS

 

Old Mutual Investment Club Benefits

The Old Mutual Investment Club gives you control of your investment by providing you with the following features:

  • Full access to your savings from day one – with no penalties.
  • Increase, decrease or stop your regular investments at any time.
  • Transparent fees and charges.
  • Choose how you want to invest – with lump sums, regular investments or a combination of both.
  • Choose from a range of selected underlying funds based on the investment objective of the Club. These funds will give you and your friends exposure to different asset classes such as property and equities which offer inflation-beating returns rather than traditional savings accounts which earn little, or no, growth.
  • Along with investment funds managed by Old Mutual, our selected range also includes funds managed by leading fund managers including Nedgroup, Coronation, Prudential, Allan Gray and Investec.
  • Switch between any of these funds at any time at no extra cost.
  • No term attached to the plan, so you choose how long and how often you want to invest.

MORE CLUB FEATURES AND FAQ...

Additional Features

Reduction in administration charges - If your Investment Clubs selects Old Mutual funds then we'll discount your admin charges.

Refund of administration charges - If your Investment Club has invested at least R30 000 at the end of each tax year, we will give back half the admin charges you paid during that tax year!

We're with you all the way

Your Investment Club will enjoy:

employee_benefits

Exclusive access to on-boarding and induction events.

Welcome booklet with a step-by-step guide on how to start and operate an investment club, admin templates for constitution and resolution letters

investment_consultingInvitations to investment seminars hosted by industry professionals - network and interact with like-minded individuals as well as financial experts such as fund managers and economists. Access of a dedicated financial adviser. Access to newsletters which provide key economic and investment insights.



technical_consultingInformative and educational content on key investment insights and principles. Special access to Old Mutual sponsored events and participation in the Old Mutual Rewards programme.


If you and your group are ready to invest and would like an adviser to assist you, please visit our Find An Adviser page.

 

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Thank you.

A professional adviser will contact you within 48 hours to assist you.
Please note our working hours are 08:00 to 17:00 weekdays.
 

CALL ME BACK

I want:
By completing this form you consent to a credit score Consent to marketing
Medical Scheme Cover
Medical Gap Cover
Thank you.

A professional adviser will contact you within 48 hours to assist you.
Please note our working hours are 08:00 to 17:00 weekdays.