Old Mutual Retail Funds

The fund aims to offer a combination of capital growth and high income yields. Capital growth is primarily achieved by actively taking advantage of interest rate cycles.

Investment Mandate

The fund invests across the full spectrum of the yield curve. It invests in public and private sector bonds and deposits, with at least 50% invested in bonds with an effective government guarantee.

Visit Old Mutual Invest to learn more about the full range of investments available to you.

The fund aims to offer a high level of income, together with relative capital stability. It aims to pay out a high regular income without putting the investor’s money at undue risk. It aims to achieve higher than money market returns by taking on marginally more risk.

Investment Mandate

The fund invests in local interest-bearing investments including fixed and floating rate bonds and money market instruments. The average duration of the fund will always be less than two years, which contributes to its relative capital stability. Derivatives may be used for risk management purposes.

Visit Old Mutual Invest to learn more about the full range of investments available to you.

The fund aims to deliver returns in excess of those offered by money market funds and similar levels of liquidity, without significantly increasing risk.

Investment Mandate

The fund is a specialist yield-enhanced money market portfolio that offers diversification, high liquidity and very low volatility by investing in money market and short-term debt instruments.

Compared to money market unit trusts, it will have a marginally higher risk exposure in order to provide yield enhancement. However, low volatility is a key criterion for this product. The maximum average duration of this fund is 365 days. Derivatives may be used for risk management purposes.

Visit Old Mutual Invest to learn more about the full range of investments available to you.

The fund aims to deliver a regular income and to outperform bank deposits over time, while preserving capital. The fund has never experienced a negative return over any calendar month since inception.

Investment Mandate

The fund invests in money market securities with a maturity of less than 12 months. The fund’s average maturity may not exceed 90 days.

Visit Old Mutual Invest to learn more about the full range of investments available to you.