Why put your money in investment plans?
Investing isn’t just for rich people. It’s for anyone with a little extra money and a lot of dreams. No matter what you earn, aim to put away about 5% - 10% of your income. While a savings account keeps your money safe and maybe earns some interest, investment plans could potentially earn you more. At Old Mutual, we have a range of investment products to help you reach your short-, medium- and long-term savings goals.Start investing now.
Benefits
Unit Trusts
Different unit trusts to suit your investment needs, goals and time horizon.
Tax Free Savings Account
Pay no tax on the growth of your money and access your money when you need to.
Flexible Plan
Allows you to supplement your tax free savings or simply save for any other life goals
FutureInvest 4 My Goal
A fixed investment plan designed to help you save.
Investment Club
Save your money with friends and family and invest in the Flexible Plan.
Minimum starting premium
R500/month
R250/month
From R350/month
R250/month
R250/month
Access to your money
Fixed investment period
Unit Trusts
Different unit trusts to suit your investment needs, goals and time horizon.
Benefits
Tax Free Savings Account
Pay no tax on the growth of your money and access your money when you need to.
Benefits
Flexible Plan
Allows you to supplement your tax free savings or simply save for any other life goals
Benefits
Investment Club
Save your money with friends and family and invest in the Flexible Plan.
Benefits
FutureInvest 4 My Goal Plan
A fixed investment plan designed to help you save.
Benefits
Starting Premium
R350/month
Starting Premium
R250/month
Invest for a minimum of 10 years
Boost for savings
Looking for a plan that pays back the money ... regularly? Invest a lump sum (once-off payment) into one or more of these funds and receive an 'income' monthly or quarterly.
Boost your income
Choose from interest-bearing, dividend producing or property orientated unit trusts or opt to receive a guaranteed income for a term with the MAX range.