Why put your money in investment plans?
Investing isn't just for rich people. It's for anyone with a little extra money and whole 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 earns some interest, investment plans earn interest on your interest (compound interest). At Old Mutual we have a range of investment products to help you reach your short-, medium- and long-term savings goals.Old Mutual's range of investment plans are designed around your goals, timelines and approach to taking risks.
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
Investment Club
Save your money with friends and family and invest in the Flexible Plan.
FutureInvest 4 My Goal
Your savings grow with bonuses declared on this fund until the end of the term.
R500/month
R250/month
From R350/month
R350/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
Your savings grow with bonuses declared on this fund until the end of the term.
Benefits
Starting Premium
R350/month
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.