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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

South African Equity

Retail Funds

  • Old Mutual Financial Services Fund

    Fund Overview:
    Mandate Region:
    • South Africa
    Mandate Class:
    • Equity
    Product Type:
    • Unit Trust
    Mandate Sub Type:
    Financial Equity

    % Performance(p.a)

    Years

    1

    3

    5

    7

    10

    Since Inception

    Old Mutual Financial Services Fund -10.91 13.92 16.06 18.00 12.12 14.35
    UT Financial Peer Group Ave -8.43 13.85 16.45 19.08 12.84 -


  • Old Mutual Investors' Fund

    Fund Overview:
    Mandate Region:
    • South Africa
    Mandate Class:
    • Equity
    Product Type:
    • Unit Trust
    Mandate Sub Type:
    General Equity

    % Performance(p.a)

    Years

    1

    3

    5

    7

    10

    Since Inception

    Old Mutual Investors' Fund -1.17 16.95 14.70 18.26 12.59 -
    Investors Bmark -0.35 15.71 15.12 18.84 13.52 -
    • Peter Linley

      Boutique Head and Portfolio Manager: SA General Equity



  • Old Mutual Growth Fund

    Fund Overview:
    Mandate Region:
    • South Africa
    Mandate Class:
    • Equity
    Product Type:
    • Unit Trust
    Mandate Sub Type:
    GARP Equity

    % Performance(p.a)

    Years

    1

    3

    5

    7

    10

    Since Inception

    Old Mutual Growth Fund -1.77 12.82 9.66 14.77 10.88 15.39
    UT Growth Bmk -0.35 15.71 15.12 18.84 13.52 15.47


  • Old Mutual Gold Fund

    Fund Overview:
    Mandate Region:
    • South Africa
    Mandate Class:
    • Equity
    Product Type:
    • Unit Trust
    Mandate Sub Type:
    Mining and Resources Equity

    % Performance(p.a)

    Years

    1

    3

    5

    7

    10

    Since Inception

    Old Mutual Gold Fund 42.71 14.22 0.38 4.60 2.22 -
    UT Gold Bmk (External) 63.68 14.61 -3.34 1.15 -2.09 -


  • Old Mutual Industrial Fund

    Fund Overview:
    Mandate Region:
    • South Africa
    Mandate Class:
    • Equity
    Product Type:
    • Unit Trust
    Mandate Sub Type:
    Industrial Equity

    % Performance(p.a)

    Years

    1

    3

    5

    7

    10

    Since Inception

    Old Mutual Industrial Fund 3.80 17.84 18.14 21.64 15.13 18.33
    UT Industrial Fund BM 2.38 17.72 19.43 22.10 16.05 17.31


  • Old Mutual Mining and Resources Fund

    Fund Overview:
    Mandate Region:
    • South Africa
    Mandate Class:
    • Equity
    Product Type:
    • Unit Trust
    Mandate Sub Type:
    Mining and Resources Equity

    % Performance(p.a)

    Years

    1

    3

    5

    7

    10

    Since Inception

    Old Mutual Mining and Resources Fund -6.10 0.17 -4.46 4.56 5.58 15.24
    UT Mining & Resources BM 4.98 6.14 -0.19 7.62 6.81 -


  • Old Mutual Top Companies Fund

    Fund Overview:
    Mandate Region:
    • South Africa
    Mandate Class:
    • Equity
    Product Type:
    • Unit Trust
    Mandate Sub Type:
    Multi-Cap Equity

    % Performance(p.a)

    Years

    1

    3

    5

    7

    10

    Since Inception

    Old Mutual Top Companies Fund -1.52 13.87 10.62 15.41 10.72 14.72
    Top Companies Bmark -0.35 15.71 15.12 18.84 13.52 15.70
    • Peter Linley

      Boutique Head and Portfolio Manager: SA General Equity



Institutional Funds

African Equity

Institutional Funds