Old Mutual Investments


Investing for Growth

Decide upfront whether you want to invest once-off (lump sum) or on a regular basis (monthly), and consider whether access to money is important and if you prefer a contract/term-based investment or more flexible investment solutions.

Old Mutual’s investment and savings range includes a comprehensive spread of investment funds that are structured to grow your capital. The Investing for Growth products below are ideal either as long-term components of your investment portfolio or, to help you invest towards a goal over a specified term.

Alternatively, if you need an investment solution that will ensure some capital growth AND pay out an income on a regular basis, then the Investing for Income solutions may be the best investment option for your needs.

·         Max Investments

    • Affordable minimum investment.
    • Personalised payment options – Flexible and/or Fixed.
    • Access to leading Investment Funds.

·         Unit Trust Investments

    • R500/month minimum.
    • Invest online or via adviser.
    • Access to funds.
    • No contractual term.

·         Offshore Investing

    • Reduce currency risk.
    • Diversify globally.
    • Investment available in three major currencies.
    • Choice of funds.

·         Flexidowment Investment

    • Previous generation product.
    • Combined life insurance and investment.
    • Closed to new investments.
    • Monthly performance reports.