For two months now I have been in contact with Old Mutual to ascertain the reason for this. We are committed to making a POSITIVE DIFFERENCE, with a passion to achieve strong investment returns while facilitating economic growth and job creation :. “A Fund like the Old Mutual Edge28 Fund, a unitised life-wrapped fund, is more flexible than a unit trust and can therefore give retail investors exposure to these kind of alternative assets, which typically wouldn’t be included in a High Equity unit trust. Made up of 103 unit trust funds, 195 Life funds and 422 pension funds, our analysis identifies that 82% of their funds that have at least 5 years history have performed worse than at least 50% of funds in their sectors during the most recent 5-year period. Search for funds; Fund specific growth rates; Quarterly performance; Performance related fees; Downloads ; To give you the greatest flexibility, we offer a wide and diverse choice of investment funds. So the insurance broker at my new employer signed me up to a new Retirement Annuity under Old Mutual's 'Max Investments' - called Optimal Investment Plan 1, the investment fund … The fund is managed by Old Mutual Asset Management (UK), who aims to maximise returns by managing country and sector exposure. OLD MUTUAL GOLD FUND FEBRUARY 2021 THIS IS THE MINIMUM DISCLOSURE DOCUMENT AS REQUIRED BY BOARD NOTICE 92 Fund is also available via Old Mutual Wealth. Fund Price Table Old Mutual Unit Trust latest fund prices, fund price movements, yield and status. RISK. Helpline 0860 234 234 Fax +27 21 509 7100 Internet www.oldmutualinvest.com Email unittrusts@oldmutual.com FUND INFORMATION RISK PROFILE Low Low to Moderate Moderate Moderate to High High RECOMMENDED MINIMUM INVESTMENT TERM 1 year+ 3 years+ 5 years+ FUND OBJECTIVE This fund aims to achieve long-term … The full Old Mutual fund performance report is available in the October 2017 edition of the Yodelar magazine. In our pursuit of superior returns, we identify those investment opportunities overlooked by others. WE PROVIDED THE FUND GROUPS WITH A RANGE OF SECTORS AND ASKED THEM HOW THEY THINK EACH SECTOR WILL PERFORM OVER THE NEXT 12 MONTHS. The Old Mutual Edge28 Life Fund is also part of his portfolio. For former-Old Mutual Wealth (ReAssure Life) policies. Albaraka Balanced Fund South African - Multi Asset - Medium Equity Moderate Albaraka Equity Fund … TAX REFERENCE NUMBER: 9000/032/60/8 ISIN CODES: Class A ZAE000097457 Class R ZAE000020814 … FACT SHEET MDD. Fund returns are net of fees. VAT Unit trusts Old Mutual Flexible Fund -1.5% Old Mutual Balanced Fund -1.4% Old Mutual Stable Growth Fund -0.7% Life Funds Old Mutual Edge28 Life Fund -1.5% Old Mutual Flexible Life Fund -1.5% Old Mutual Balanced Life Fund -1.3% Old Mutual Stable Growth Life Fund -0.8% Overall … CPI +5% p.a.-10%-5% 0% 5% 10% 15% 20% Mar 15 May 16 Jul 17 Sep 18 Nov 19 Jan 21 Source: Morningstar Source: Old Mutual … To achieve this, it capitalises on high-conviction asset allocation and stock selection opportunities across local and global asset classes, including private equity and hedge funds. Funds are also available via Old Mutual Wealth and MAX Investments. Helpline 0860 234 234 Fax +27 21 509 7100 Internet www.omut.co.za Email unittrusts@oldmutual.com FUND INFORMATION RISK PROFILE Low Low to Moderate Moderate Moderate to High High RECOMMENDED MINIMUM INVESTMENT TERM 1 year+ 3 years+ 5 years+ FUND OBJECTIVE The fund aims to deliver a regular income and to … Then going forward with actual fund prices from 31 May 2014 onwards. Old Mutual Edge 28 Life Fund CPI + 5%-7% Life 1.30% N/A 1.36% 0.09% 1.56% 0.00% Y OPEN Old Mutual Flexible Fund CPI + 5%-7% B1 1.08% N/A 1.30% 0.20% 1.61% 0.00% N OPEN Old Mutual Maximum Return Fund of Funds Maximum Return B1 1.08% N/A 1.42% 0.12% 1.49% 0.00% N OPEN STRATEGY FUNDS - OLD MUTUAL INVESTMENT GROUP | STRATEGY FUNDS - OLD MUTUAL WEALTH MULTI-MANAGED | TARGET FUNDS … Old Mutual Wealth Life Assurance has become ReAssure Life Limited, and for communications we’ll simply use ReAssure on our letters, website and any literature we send you. Performance results for life funds are based on the price history of the tax-exempt fund class. The Old Mutual Global Equity Fund has a broad-based exposure to quality shares from across the globe. OLD MUTUAL FUND NAME. Old Mutual Wealth also offers an open investment platform that provides access to the most popular funds from various South African asset managers. Funds are also available via Old Mutual Wealth and MAX Investments. That’s because access to the funds in the retirement annuity is strictly legislated, so as a rule, this money that you’ve saved is only accessible upon the legislative age of retirement, which is the age of 55. * This is based on back tested returns from 30 April 2005 to 30 April 2014 for illustrative purposes. ADVICEWORX OLD MUTUAL INFLATION PLUS 4 - 5% FUND OF FUNDS Cumulative investment performance 12-Month rolling performance Fd A li Asse i i 100 10 108 112 116 120 12 128 132 136 10 1 18 152 156 ar 1 A 17 a 21 Adviceworx Old Mutual Infl + 4-5% FoF CPI +4% p.a. Having analysed countries and companies, Peter can integrate top-down and bottomup drivers and valuations to create an optimal portfolio. Unit Trust Investing Unit Trusts can be used to achieve a number of investment and life goals. Your financial adviser can help you choose the most suitable investment solution for your needs. PORTFOLIO. Our Profile range for retirement funds spans the risk/return spectrum, while our US dollar-denominated solutions provide global diversification via selected offshore-based asset managers. Old Mutual Investment Group provides leading investment and saving solutions and is an authorised financial services provider Physical Address: Mutualpark, Jan Smuts Drive, Pinelands, 7405, South Africa This site has been optimized for Microsoft Internet Explorer 8 STOCK MARKET OUTLOOK FROM A SELECTION OF FUND GROUPS LINKED TO OLD MUTUAL WEALTH. This fund remains as fully invested in foreign equities as possible, given regulatory constraints. This can include high barriers to entry, out of favour industries and mispricing, amongst others. The displayed risk rating may differ from the risk rating provided by the management company, where deemed appropriate. Old Mutual Edge28 Fund, for example, includes private equity, hedge funds and African property. INVESTOR REPORT. Profile Edge28 This actively managed asset allocation portfolio has a highly flexible mandate. We’ve not made any changes to the terms and conditions of your product as a result of the change in brand. Old Mutual Money Market Fund Daily Yield : 6.84% Annual Rate: 7.06% Old Mutual Equity Fund Buying Price : 360.82 Selling Price : 360.82 Old Mutual Balanced Fund/Toboa Buying Price : 145.47 Selling Price : … In order to minimise the cost of administration for investors, we limit the selection of funds to the most popular in the industry only. This list is reviewed occasionally to take into account requests for new funds to be added. The Old Mutual Edge28 Life Fund is also part of his portfolio. REG 28 COMPLIANT. MACROSOLUTIONS PROFILE EDGE28 PORTFOLIO NOVEMBER 2020 Source: Old Mutual Investment Group (HiPortfolio) DISCLAIMER: Old Mutual Investment Group (Pty) Ltd (Reg No 1993/003023/07) is a Licensed financial services provider, FSP 604, approved by the Financial Sector Conduct Authority However, 4% of 720 funds with at least 5-years history have delivered excellent returns for their investors. Funds are also available via Old Mutual Wealth and MAX Investments. ... Limited. These views are not fund specifi c. We have asked the fund groups to provide an outlook for each sector as a whole. POSITIVE CURRENCY … Access our Fund Centre for prices, performance, factsheets and fund manager documents such as Key Investor Information Documents (KIIDs). The status is provided by the management company . MANDATE. “A Fund like the Old Mutual Edge28 Fund, a unitised life-wrapped fund, is more flexible than a unit trust and can therefore give retail investors exposure to these kind of alternative assets, which typically wouldn’t be included in a High Equity unit trust. The Old Mutual Edge28 Life Fund is also part of his portfolio. The aim is to enhance the return potential of the fund beyond what is achievable from traditional asset classes, while conforming to Regulation 28 of the Pension Funds Act. Old Mutual Property Protected Life Fund* (5-Year Annualised Rolling Returns) n enr-2% 2% 4% 6% 8% 10% 12% 14% 16% 0% r n t r n t Past performance is no indication of future performance. We also offer a medical aid solution that complies with the requirements of Regulation 30 of the Medical Schemes Act, and we are able to build customised portfolios tailored to meet specific client needs. About Old Mutual Global Equity Old Mutual Global Equity is a unit trust incorporated in South Africa. Investor Relations ; Responsible business ; About Old Mutual ; Media Centre ; Careers ; Contact us ; Old Mutual Share Price. If you were hoping to cancel your Old Mutual retirement annuity before you hit retirement age in order to cash in on those funds, you’re out of luck. 64.7% of Old mutual funds received a poor 1 or 2 star rating . Old Mutual Unit Trust Managers (RF) (Pty) Ltd, registration number 1965 008 47107, is a registered manager in terms of the Collective Investment Schemes Control Act 45 of 2002. Upon receipt of the Annual Statement of the OM Max Income, received on 25 June 2016, I have noticed that the OM Edge 28 Life Fund do not distribute income/returns as Unit Trusts to its unit holders. Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries. In total, 64.7% of the 68 Old Mutual funds reviewed were provided with a poor 1 or 2 star rating. Having analysed countries and companies, Peter can integrate top-down and bottomup drivers and valuations to create an optimal portfolio.