SA Strategy Funds

Old Mutual Multi-Managers Maximum Return Fund of Funds

Fund Description

This Fund aims to produce the maximum possible investment return over the long-term. The Fund is suitable for investors requiring long-term growth who appreciate the nature of this worldwide flexible fund of funds and are able to accept the return volatility likely to be associated with its objective of maximising returns. While the fund's primary focus is on shares, nothing prevents the fund manager from taking exposure to bonds, listed property, cash or other asset classes in order to maximise long-term growth. There is no minimum or maximum that the fund must hold in South African or international assets.

Old Mutual Multi-Managers Aggressive Balanced Fund of Funds

Fund Description

 

This Fund aims to produce significant inflation-beating returns over the long-term. The Fund aims to achieve a total return that exceeds the inflation rate (CPI) by 5% to 7% per annum (before fees and tax) over the long term.

Old Mutual Multi-Managers Balanced Fund of Funds

This Fund aims to produce moderate-risk inflation beating returns over the long term. The Fund aims to achieve a total return that exceeds the inflation rate (CPI) by 4% to 5% per annum (before fees and tax) over the long term.

Old Mutual Multi-Managers Defensive Fund of Funds

This Fund aims to produce moderate-risk inflation beating returns over the medium term. The Fund aims to achieve a total return that exceeds the inflation rate (CPI) by 3% to 4% per annum (before fees and tax) over the medium term.

Old Mutual Multi-Managers Cautious Fund of Funds

This Fund aims to produce moderate-low-risk inflation beating returns over the short term. The Fund aims to achieve a total return that exceeds inflation by 2% to 3% per annum (before fees and tax), over the shorter term.

Old Mutual Multi-Managers Multi-Asset Worldwide Fund of Funds

Fund Description

This Portfolio aims to grow capital and income at a reasonable pace by gaining exposure to SA and global investments in a diversified portfolio of Collective investment portfolios.

Global Funds

OMMM Global Equity Fund

Fund Description and Objective

The Fund aims to generate long-term growth by investing in a well diversified portfolio of equity and equity related instruments listed in Developed and Emerging Markets. The Fund follows an active, multi-managed approach to investing, and maintains a balanced exposure to various investment styles.

 

Who is the fund for?

This fund is suited to investors wanting moderate to high long-term growth from their Global compliant investment, with appropriate levels of volatility.

Historical Factsheets 

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OMMM Global Growth Fund

Fund Description and Objective

The Fund aims to generate long-term growth by investing in a well diversified portfolio of global listed securities. The Fund follows an active approach to investing, and strategically allocates to multi-managed specialist asset classes, including global equities, property, fixed income, and cash.

Who is this fund for?

This fund is suited to investors wanting moderate to high long-term growth from their Global compliant investment, with appropriate levels of volatility.

Historical Factsheets

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OMMM Global Moderate Fund

Fund Description and Objective

The Fund aims to generate long-term growth by investing in a well-diversified portfolio of global listed securities. The Fund follows an active approach to investing, and allocates to multi-managed specialist asset classes, including global equities, property, fixed income, and cash. The Fund maintains a moderate equity exposure and is managed as a moderate risk balanced mandate.

Who is the fund for?

This fund is suited to investors wanting moderate to high long-term growth from their Global compliant investment, with appropriate levels of volatility.

Historical Factsheets 

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Life Funds

Old Mutual Multi-Managers Balanced Life Fund

Fund Description

If you'd like the optimal balance between capital growth and security, this fund could be suitable for you.

Old Mutual Multi-Managers Defensive Life Fund

Fund Description

If you'd like to reduce your exposure to risk through equities, this fund may be ideal since it aims to offer investment stability through reduced exposure to this asset class.

Old Mutual Multi-Managers Equity Life Fund

Fund Description

This fund may suit investors who seek capital growth, but can tolerate short-term volatility.

Specialist Funds

Old Mutual Multi-Managers Equity Fund of Funds

A high risk investment that seeks maximum capital growth over the long term by investing in the equity market. The Fund aims to achieve long-term inflation beating returns.

Old Mutual Multi-Managers Enhanced Income Fund of Funds

This Fund aims to produce moderate-low-risk inflation beating returns and aims to provide a high and stable level of income, with some capital growth potential. The Fund aims to produce returns superior to those of domestic income unit trust funds in the medium to long term.

Old Mutual Multi-Managers Money Market Fund

This Fund aims to produce low-risk returns and aims to protect capital and provide a monthly income. The Fund is ideal for investors who value capital protection over high returns. The Fund aims to outperform its benchmark (STeFI Composite Rand Cash Return Index) over rolling one-year periods.

Old Mutual Dynamic Equity Managers Fund

A general equity portfolio aimed at long term capital growth.