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With 50 years of resilient investing through all market conditions,
we've been helping South Africans realise their dreams and life goals.
Helping South Africans realise their dreams and life goals.
Our fund managers invest their
own money alongside yours
Invest directly in our unit trusts by
completing our online application form.
Old Mutual Unit Trusts offers investors expertly managed funds to suit a variety of investment and savings needs. These funds can be accessed via accredited financial advisers, brokers or directly.
This unit trust-linked tax-free investment allows you to invest
R30 000 tax free each year, to a maximum of R500 000 in your lifetime, while enjoying the all the benefits of your standard unit trust investment portfolio.
The Classic Investment Collection is a selection of unit trusts designed to simplify your investment choice, while delivering real value over the longer term. Unit trusts range from lower-risk income funds to higher-risk growth-seeking funds.
The Effective Annual Cost (EAC) is a recently introduced measure that provides a standard disclosure of the charges that you - as an investor - will most likely incur when investing and holding a specific financial product.
InvestRight is a simple, interactive and free guide to help establish how much you will need to save and invest to meet your financial goals, be they short-, medium- or long-term. All you need to do is answer five simple questions.
By answering a few questions the Fund Selection Tool will provide you with insight into the type of investor you are. The tool considers your investment amount, timeline and appetite for risk.