A unit trust is a collective investment that allows small investors like you and me to pool our money and invest in local and global stock markets and economies. Old Mutual Balanced - "The fund aims to offer investors long term capital growth. Old Mutual Flexible Fund is an open-end Fund incorporated in South Africa. A Retirement Annuity with flexible options and choice of funds including non-Old Mutual funds. 0000017018 00000 n Invest in more than one Old Mutual fund. 0000006009 00000 n 0000056930 00000 n 0000019524 00000 n Funds are also available via Old Mutual Wealth and MAX Investments. 0000003586 00000 n %PDF-1.4 %���� H�\��n�@�� \-IȈ߾s8�&%>�{ι07.���k���:ȠN���\���D�ܸh�������x�ڲ�� >�.��{w�. (net of fees) Launch date 20 August 1996 Size of Fund R4.7bn Minimum Investments Monthly: R500 Lump sum: R10 000 0000004711 00000 n 0000001536 00000 n Peter has specific responsibility for third-party funds, including the Profile range. 0000005121 00000 n Unit Trusts can be used to achieve a number of investment and life goals. Old Mutual Invest Flexible Plan. OLD MUTUAL INTERNATIONAL GLOBAL FLEXIBLE FUND MONTHLY AND ANNUAL CUMULATIVE PERFORMANCE (%) IN USD Fund Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec YTD 2020 -3.2 -4.2 -8.1 8.1 2.9 1.6 3.4 3.8 -1.8 -1.1 8.9 4.3 14.0 2019 4.1 0.3 1.8 1.9 -1.8 2.7 -0.1 -0.4 0.2 1.6 0.4 3.8 15.2 2018 3.9 -3.5 0.7 -1.5 0.1 -1.7 -0.4 0.6 -1.5 -2.5 1.0 0.1-4.8 Performance measurements over … Contributions are tax-deductible . Touch device users, explore by touch or with swipe gestures. The Fund aims to maximise returns over the longer term by investing across … You can invest directly or through an Old Mutual Financial Adviser. (Old Mutual Investment Group – MacroSolutions) FSP No: 604 Regulation 28 Compliance This fund is not regulation 28 compliant. This means: You can add beneficiaries to your plan, saving on executor fees. This fund remains as fully invested in foreign equities as possible, given regulatory constraints. OLD MUTUAL FLEXIBLE B1 : Stock quote, stock chart, quotes, analysis, advice, financials and news for du fonds OLD MUTUAL FLEXIBLE B1 | Fonds: OMFB1 | Fonds 0000007665 00000 n The primary objective will be best achieved by generating returns greater than inflation throughout the life stages of individual investors, at lower than average levels of risk. Your savings have some protection in case of your insolvency. Invest in Old Mutual Unit Trusts from just R500 a month. Your Old Mutual Invest Tax Free Plan is a long-term insurance policy that is governed by long-term insurance and tax legislation. Funds are also available via Old Mutual Wealth and MAX Investments. 0000007327 00000 n South Africa. Old Mutual Investors Fund Domestic--Equity--General . Old Mutual Wealth is an award-winning online investment platform, managing £56.2 billion of UK customer investments. You can invest for as long as you want. The Flexible Plan is an investment into unit trust funds . 0000003325 00000 n 0000032120 00000 n LIFE Pure … Potential starting premium. OMEEA: Old Mutual ESG Equity Fund (A) 15.26: 21.32 SKKFC: Skyblue BCI Kimberlite Cautious Fund of Funds (C) 3.68: 5.27 SKCFC: Skyblue BCI Cumulus Moderate Fund of Funds … N$250/month. 0000016582 00000 n 0000023042 00000 n Research current and historical price charts, top holdings, management and full profile. Mutual Funds Stocks ETFs Bonds Best Investments Portfolio Markets For Professionals Research & Insights Advisor Insights ... Old Mutual Flexible R OMFX Rating as of Nov 30, 2020. 0000006272 00000 n Optimised Growth Fund Insurance--Equity--Pooled . Get quote details and summary for Old Mutual Flexible R (). The fund invests across share, bond, money and property markets. Helpline 0860 234 234 Fax +27 21 509 7100 Internet www.oldmutualinvest.com Email unittrusts@oldmutual.com We aim to treat our clients fairly by giving you the information you need in as simple a way as possible, to enable you to make informed decisions about your investments. This means: You can add beneficiaries to your plan, saving on executor fees. Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries. Funds are also available via Old Mutual Wealth and MAX Investments. 0000024415 00000 n 0000077100 00000 n 0000077031 00000 n trailer <]/Prev 181409>> startxref 0 %%EOF 69 0 obj <>stream