Our specialist boutiques manage a selection of award-winning and pioneering investments using listed, unlisted and alternative assets to deliver market-beating returns. Each boutique is distinguished by a unique philosophy and investment process, and our investment professionals invest their own capital alongside that of our clients. We are as invested as you are.

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  • Alternative Investments

    Managing investments in private equity, infrastructure and a range of impact funds.
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  • Customised Solutions

    We focus on partnering with clients and leveraging off our extensive skills and experience to create value-adding solutions that meet clients’ needs.
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  • Futuregrowth Asset Management

    We are fixed-interest manager committed to responsible investing, while achieving superior returns for our clients.
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  • Liability Driven Investments

    We focus on an investor’s liabilities and manage the investor’s portfolio so that it offsets, or outperforms, those liabilities.
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  • MacroSolutions

    Our actively-managed, multi-asset class solutions span the risk/return spectrum, and offer both global and local asset class exposure.
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  • Marriott

    We aim to reduce the financial anxiety of retirees with an income-focused investment style that produces a reliable monthly income.
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  • Old Mutual Equities

    We are a specialist equity boutique and our mission is to deliver outperformance based on a fundamental, valuation-focused investment philosophy.
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  • Specialised Finance

    We acquire and manage alternative investment risk for profit.
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  • UFF African Agri Investments

    We are a leading specialist advisor in agriculture investments in Africa, providing qualified expertise in both production (farmland) and investment within this sector.
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  • Old Mutual Albaraka Balanced Fund

    • Fund Info
    • Performance
    • Factsheet
    • Fund Manager
    Fund Overview:
    The fund aims to offer investors an ethical investment that provides steady, long-term capital growth, as well as a moderate level of income via a portfolio that diversifies across asset classes and regional exposure.
    Mandate Region:
    • South Africa
    Mandate Class:
    • Multi-Asset Class
    Product Type:
    • Unit Trust
    Mandate Sub Type:
    Moderate Multi-Asset Class

    % Performance(p.a)

    Years

    1

    3

    5

    7

    10

    Since Inception

    Old Mutual Albaraka Balanced Fund 7.50 - - - - 9.23
    OM Albaraka Balanced Bmk 4.66 - - - - 10.67


CONTACT US

+27 21 509 5022