Investment fundsExpertly managed funds to suit a variety of investment needs.

An extensive range of options including active and passive managed funds, domestic and offshore investment opportunities, and our industry-leading smoothing fund range.

Old Mutual Wealth offers a range of funds and portfolios that strategically invest in a diverse selection of collective investment schemes - whether you’re looking for a fund solution that directly aligns with your investment strategy, or niche funds with specific targeted returns.

Single Manager funds


In addition to a broad range of external funds managed by third party investment managers, Old Mutual Wealth also has access to our own “in-house” asset manager in the Old Mutual Investment Group.


This leading African asset manager has for generations been at the forefront of helping people and institutions achieve their investment goals. This rich heritage enables them to truly understand the importance of investing for a future that matters.

Multi-Manager funds


Symmetry offer individual investors a range of funds which target a range from capital protection to absolute – measured in an inflation plus scale.


This investment capability has complete autonomy in researching, selecting and blending asset classes and fund managers within the multi-managed strategies, to achieve a client’s personal investment target. The funds are diversified across local and global asset classes.

 

We offer:

  • South African Strategy Funds
  • Global Life Funds
  • Specialist Funds
  • Tailored fund portfolios

Shari'ah Funds


If you’re an investor who wants to manage your wealth in a consciously ethical way, you can invest in what you believe in with the assurance that your rewards remain pure, through our Shari’ah compliant funds.


Old Mutual partners with Albaraka bank to offer three expertly designed and managed Shari’ah compliant funds spanning across different asset classes:

  • Old Mutual Albaraka Balanced Fund: A moderately aggressive asset allocation fund investing in local and international asset classes.
  • Old Mutual Albaraka Equity Fund: Providing investors with the opportunity to invest in equities listed on the Johannesburg Securities Exchange (JSE).
  • In addition, Old Mutual offers the Old Mutual Global Islamic Equity Feeder Fund. A global equity fund that invests in Shari’ah compliant equities listed primarily in developed markets worldwide.

Smoothed Bonus Funds


A smoothed bonus fund reduces market volatility by “smoothing” returns over time, holding back gains in strong markets to support returns during weaker periods. This creates more stable, predictable growth, often used in retirement plans for steady long-term returns.

  • The Old Mutual Absolute Smooth Growth Portfolio targets long-term returns above inflation with reduced volatility, and offers a 50% guarantee on the net invested.
  • The Old Mutual Absolute Stable Growth Portfolio targets long-term returns above inflation with reduced volatility, and offers an 80% guarantee on the net invested.
  • The CoreGrowth 90 Life Fund provides stable returns in excess of cash with a 90% guarantee, using smoothed bonuses.
  • The CoreGrowth 100 Life Fund provides stable returns in excess of cash with a 100% guarantee, using smoothed bonuses.

Strategic Investment Service Funds


The Strategic Investment Service provides a proprietary multi-manager capability that researches the market and appoints the most appropriate specialist asset managers to underlying portfolios.

Guaranteed Fixed Bonds


Fixed Bonds are fixed-term investments in which both the invested capital and the growth at maturity are guaranteed by Old Mutual Life Assurance Company South Africa (Old Mutual).

Fixed Bonds allow clients to invest at a given rate at the time of investment for a specified term, giving them the opportunity to take advantage of current bond rates – particularly if future investment rates look set to decline.
The Fixed Bond rates offered are indicative of the current investment environment and the proceeds payable at the end of the term are determined at the outset, based on a guaranteed fixed growth net of tax.
Fixed Bonds offer absolute peace of mind in that the investor knows exactly what returns or growth they will be receiving. For this reason, the Fixed Bonds also make an ideal ‘parking vehicle’ for funds.

Cash & Liquidity


Get higher yields compared to a traditional bank call account, giving you the liquidity you need with the yield you deserve.

This structure enables all participants to benefit from one another’s scale and diverse cash flow cycles, optimising the returns on corporate cash without being tied up in fixed deposits.