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Unit Trusts are a flexible investment option with a wide range of products to choose from.
Investment minimum: R50 000
The proceeds of your pension/provident fund or your retirement annuity (your retirement capital), or part thereof, must be used to buy an investment that will pay you a retirement income. The tax-efficient Old Mutual Unit Trust Living Annuity (OMUTLA) allows you to choose your annual level of income (between 2.5% and 17.5% of your portfolio value). This is a superb benefit if you want a high income over a shorter period or if, for tax purposes, you want to lower your taxable income. You may also decide on the frequency of your income payments – monthly, quarterly, bi-annually or annually.
In addition, because it is a unit trust-linked annuity, you may structure your portfolio to suit your specific income needs. Access to our Classic Investment Collection, as well as our complete range of over 40 unit trusts, enables you to diversify your retirement capital across regions, sectors and economies. You can also create the optimal mix of growth and income-generating unit trusts to assist you in attaining your desired retirement income.
Best of all, you can manage your investment portfolio online, 24/7, by registering for our secure services.
For more information please contact your financial adviser or broker. If you do not have a financial adviser and would like an Old Mutual Financial Adviser to contact you, please provide us with a few details. Alternatively, call our Service Centre at 0860 234 234.