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Personal
Wealth
Home
For Clients
For Clients
Investment planning & advice
Plan for your retirement or career transition
Build generational wealth
For Financial Planners
For Financial Planners
Planning & Investment Advice
Practice Wellness
Ultra-High Networth Client Solutions
Discretionary Fund Managers
Estate planning Solutions
Investing
INVEST WITH US
Local investment products
Offshore investment products
Investment funds
Bespoke Investment Solutions
Investment Backed Lending
EQT
Responsible Investing
INVESTMENT MANAGERS
Private Clients
Symmetry
Cash and Liquidity
Private Clients
Private Clients
Home
Our Services
Why choose us?
Insights
Investment Research Library
Contact Us
EQT
About Us
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The Wealth Debrief Exchange - September Edition
The Wealth Debrief Exchange | The Old Mutual Core range of funds and the Old Mutual MSCI World Global Equity Feeder Fund
The Old Mutual Investment Group's indexation funds boasts an impressive 21-year track record and is the second largest indexation house in South Africa, managing close to R130 billion in assets. In this edition of the Wealth Debrief Exchange, Tiaan Herselman, CFP® chats to Bernisha Lala, Head of Indexation & Portfolio Manager at Old Mutual Investment Group, where they delve into the unparalleled success story of the Old Mutual Core range of funds as well as the Old Mutual MSCI World GLobal Equity Feeder Fund, available on the Old Mutual Wealth platform. They also discuss its recent outstanding performance and how the funds offer clients exceptional value for money.
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