Group Companies

Company:

Old Mutual Unit Trust Managers Limited

Postal Address:

Mutualpark
Jan Smuts Drive
Pinelands
7405

Telephone:

+27 (0) 21 503 1770

Facsimile:

+27 (0) 21 509 7100  

Email:

unittrusts@oldmutual.com

Website:

http://www.oldmutualunittrusts.co.za

Old Mutual Unit Trusts, one of the oldest unit trust management companies in South Africa, is a subsidiary of Old Mutual.  It offers a diverse array of unit trusts geared towards protecting and improving the financial security of its clients.

Product Offering

Old Mutual Unit Trusts gives the South African individual and institutional investor access to both the local and foreign investment markets. Its 29 rand-denominated unit trusts are segmented as follows:

Core funds: The Company actively markets a selection of unit trusts. These local and foreign funds meet most clients’ investment needs and are designed to form the foundation of any well-balanced portfolio.  The funds are “risk-profiled” to aid in choosing a fund suited to a client’s investment time frame and personal appetite for risk.

Specialist funds: In addition, there are a number of sector and style specific funds that are suitable for the more astute investor to use in increasing exposure to a specific market, industry or asset class.

Active Management

Old Mutual Asset Managers, SA and Old Mutual Asset Managers, UK have been appointed to manage the funds.  As active investment managers they work off a common global investment philosophy, utilising a diverse range of disciplined processes and skilled investment professionals across multiple asset classes to deliver superior results.

Service

Clients can access information on their investments and transact by calling one of our client consultants; through our secure online internet site; or through Old Mutual’s extensive branch network where, through state-of-the-art technology, requests can be actioned immediately.