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Please take note that the site you are about to access is intended for international institutional investors only and is not permitted for retail investors nor any South African institutional investors. The information contained on the site is for information purposes only and does not constitute or form part of any offer to issue or sell, or any solicitation of any offer to subscribe for or purchase any particular investment. This website is expressly not intended for persons who, due to their nationality or place of residence, are not permitted access to such information under applicable law.

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Our Funds

Please select the fund name to access fact sheet with interactive performance graphs, or download the pdf for a printable version with updated portfolio manager commentary. Alternatively, please scroll down for an overview of our offering to institutional and individual investors.

Institutional Investors

Our Profile Portfolio range for retirement funds comprises risk-adjusted, multi-asset class solutions that span the risk/return spectrum. In addition, our suite of Global solutions provides access via both blended and single manager portfolios to a selection of proven internationally-based asset managers, primarily within the Old Mutual Group.

We also offer a medical aid solution that complies with the requirements of Regulation 30 of the Medical Schemes Act. Aside from our product suites, we build customised portfolios tailored to meet the specific needs of our clients.

Individual Investors

We manage a range of unit trust funds on behalf of Old Mutual Unit Trusts, as well as a suite of life funds for Old Mutual Life. The latter are available via MAX and Fairbairn Capital only.

Changes to fund fees letter