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Old Mutual Unit Trusts is committed to Treating Customers Fairly. Old Mutual is a member of the Association for Savings and Investment South Africa (ASISA). ASISA members developed the Effective Annual Cost (EAC) measure to provide a standard disclosure of the charges that an investor will most likely incur when investing and holding a specific financial product.
The Effective Annual Cost (EAC) is a measure which has been introduced to allow you to compare the charges you incur and their impact on investment returns when you invest in different Financial Products. It is expressed as an annualised percentage. The EAC is made up of four components, which are added together, as shown in the table below. The effect of some of the charges may vary, depending on your investment period. The EAC calculation assumes that an investor terminates his or her investment in the Financial Product at the end of the relevant periods shown in the table.
Example of Effective Annual Cost Calculation:
1. Advice charges
2. Administration charges
3. Other charges
4. Term to maturity