MACROSOLUTIONS PROFILE EDGE28 PORTFOLIO NOVEMBER 2020 Source: Old Mutual Investment Group (HiPortfolio) DISCLAIMER: Old Mutual Investment Group (Pty) Ltd (Reg No 1993/003023/07) is a Licensed financial services provider, FSP 604, approved by the Financial Sector Conduct Authority Investor Relations ; Responsible business ; About Old Mutual ; Media Centre ; Careers ; Contact us ; Old Mutual Share Price. Unit Trust Investing Unit Trusts can be used to achieve a number of investment and life goals. WE PROVIDED THE FUND GROUPS WITH A RANGE OF SECTORS AND ASKED THEM HOW THEY THINK EACH SECTOR WILL PERFORM OVER THE NEXT 12 MONTHS. Helpline 0860 234 234 Fax +27 21 509 7100 Internet www.oldmutualinvest.com Email unittrusts@oldmutual.com FUND INFORMATION RISK PROFILE Low Low to Moderate Moderate Moderate to High High RECOMMENDED MINIMUM INVESTMENT TERM 1 year+ 3 years+ 5 years+ FUND OBJECTIVE This fund aims to achieve long-term … I have a substantial investment in amongst other the Old Mutual Edge 28 Life Fund. OUR PHILOSOPHY. For two months now I have been in contact with Old Mutual to ascertain the reason for this. “A Fund like the Old Mutual Edge28 Fund, a unitised life-wrapped fund, is more flexible than a unit trust and can therefore give retail investors exposure to these kind of alternative assets, which typically wouldn’t be included in a High Equity unit trust. 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. This list is reviewed occasionally to take into account requests for new funds to be added. Old Mutual Wealth is an award-winning online investment platform, managing £56.2 billion of UK customer investments. Old Mutual Wealth Life Assurance has become ReAssure Life Limited, and for communications we’ll simply use ReAssure on our letters, website and any literature we send you. Performance results for life funds are based on the price history of the tax-exempt fund class. Having analysed countries and companies, Peter can integrate top-down and bottomup drivers and valuations to create an optimal portfolio. Helpline 0860 234 234 Fax +27 21 509 7100 Internet www.omut.co.za Email unittrusts@oldmutual.com FUND INFORMATION RISK PROFILE Low Low to Moderate Moderate Moderate to High High RECOMMENDED MINIMUM INVESTMENT TERM 1 year+ 3 years+ 5 years+ FUND OBJECTIVE The fund aims to deliver a regular income and to … The full Old Mutual fund performance report is available in the October 2017 edition of the Yodelar magazine. A licensed Financial Services Provider and Life Insurer. That’s because access to the funds in the retirement annuity is strictly legislated, so as a rule, this money that you’ve saved is only accessible upon the legislative age of retirement, which is the age of 55. These views are not fund specifi c. We have asked the fund groups to provide an outlook for each sector as a whole. The fund is managed by Old Mutual Asset Management (UK), who aims to maximise returns by managing country and sector exposure. For former-Old Mutual Wealth (ReAssure Life) policies. 64.7% of Old mutual funds received a poor 1 or 2 star rating . RISK. We’ve not made any changes to the terms and conditions of your product as a result of the change in brand. Subscribe today for only £1 to receive full access. Our Profile range for retirement funds spans the risk/return spectrum, while our US dollar-denominated solutions provide global diversification via selected offshore-based asset managers. In total, 64.7% of the 68 Old Mutual funds reviewed were provided with a poor 1 or 2 star rating. About Old Mutual Global Equity Old Mutual Global Equity is a unit trust incorporated in South Africa. Albaraka Balanced Fund South African - Multi Asset - Medium Equity Moderate Albaraka Equity Fund … In our pursuit of superior returns, we identify those investment opportunities overlooked by others. Old Mutual Money Market Fund Daily Yield : 6.84% Annual Rate: 7.06% Old Mutual Equity Fund Buying Price : 360.82 Selling Price : 360.82 Old Mutual Balanced Fund/Toboa Buying Price : 145.47 Selling Price : … This can include high barriers to entry, out of favour industries and mispricing, amongst others. Old Mutual Property Protected Life Fund* (5-Year Annualised Rolling Returns) n enr-2% 2% 4% 6% 8% 10% 12% 14% 16% 0% r n t r n t Past performance is no indication of future performance. ADVICEWORX OLD MUTUAL INFLATION PLUS 4 - 5% FUND OF FUNDS Cumulative investment performance 12-Month rolling performance Fd A li Asse i i 100 10 108 112 116 120 12 128 132 136 10 1 18 152 156 ar 1 A 17 a 21 Adviceworx Old Mutual Infl + 4-5% FoF CPI +4% p.a. Access our Fund Centre for prices, performance, factsheets and fund manager documents such as Key Investor Information Documents (KIIDs). Old Mutual Edge 28 Life Fund CPI + 5%-7% Life 1.30% N/A 1.36% 0.09% 1.56% 0.00% Y OPEN Old Mutual Flexible Fund CPI + 5%-7% B1 1.08% N/A 1.30% 0.20% 1.61% 0.00% N OPEN Old Mutual Maximum Return Fund of Funds Maximum Return B1 1.08% N/A 1.42% 0.12% 1.49% 0.00% N OPEN STRATEGY FUNDS - OLD MUTUAL INVESTMENT GROUP | STRATEGY FUNDS - OLD MUTUAL WEALTH MULTI-MANAGED | TARGET FUNDS … Upon receipt of the Annual Statement of the OM Max Income, received on 25 June 2016, I have noticed that the OM Edge 28 Life Fund do not distribute income/returns as Unit Trusts to its unit holders. FACT SHEET MDD. Arthur Karas (BCom, CFA) Arthur joined MacroSolutions as Portfolio Manager in October 2011. We are committed to making a POSITIVE DIFFERENCE, with a passion to achieve strong investment returns while facilitating economic growth and job creation :. Funds are also available via Old Mutual Wealth and MAX Investments. Profile Edge28 This actively managed asset allocation portfolio has a highly flexible mandate. Old Mutual Investment Group provides leading investment and saving solutions and is an authorised financial services provider Physical Address: Mutualpark, Jan Smuts Drive, Pinelands, 7405, South Africa This site has been optimized for Microsoft Internet Explorer 8 The status is provided by the management company . Old Mutual Edge28 Fund, for example, includes private equity, hedge funds and African property. TAX REFERENCE NUMBER: 9000/032/60/8 ISIN CODES: Class A ZAE000097457 Class R ZAE000020814 … POSITIVE CURRENCY … Funds are also available via Old Mutual Wealth and MAX Investments. PORTFOLIO. Fund returns are net of fees. Then going forward with actual fund prices from 31 May 2014 onwards. Old Mutual Investment Group provides leading investment and saving solutions and is an authorised financial services provider Physical Address: Mutualpark, Jan Smuts Drive, Pinelands, 7405, South Africa This site has been optimized for Microsoft Internet Explorer 8 STOCK MARKET OUTLOOK FROM A SELECTION OF FUND GROUPS LINKED TO OLD MUTUAL WEALTH. Search for funds; Fund specific growth rates; Quarterly performance; Performance related fees; Downloads ; To give you the greatest flexibility, we offer a wide and diverse choice of investment funds. Old Mutual Wealth also offers an open investment platform that provides access to the most popular funds from various South African asset managers. The Old Mutual Edge28 Life Fund is also part of his portfolio. Made up of 103 unit trust funds, 195 Life funds and 422 pension funds, our analysis identifies that 82% of their funds that have at least 5 years history have performed worse than at least 50% of funds in their sectors during the most recent 5-year period. INVESTOR REPORT. OLD MUTUAL FUND NAME. This fund remains as fully invested in foreign equities as possible, given regulatory constraints. “A Fund like the Old Mutual Edge28 Fund, a unitised life-wrapped fund, is more flexible than a unit trust and can therefore give retail investors exposure to these kind of alternative assets, which typically wouldn’t be included in a High Equity unit trust. REG 28 COMPLIANT. We also offer a medical aid solution that complies with the requirements of Regulation 30 of the Medical Schemes Act, and we are able to build customised portfolios tailored to meet specific client needs. 10 FEES: PREDICTABLE AND COMPETITIVE Estimated immediate reduction in contribution of fees to TER, incl. The Old Mutual Edge28 Life Fund is also part of his portfolio. VAT Unit trusts Old Mutual Flexible Fund -1.5% Old Mutual Balanced Fund -1.4% Old Mutual Stable Growth Fund -0.7% Life Funds Old Mutual Edge28 Life Fund -1.5% Old Mutual Flexible Life Fund -1.5% Old Mutual Balanced Life Fund -1.3% Old Mutual Stable Growth Life Fund -0.8% Overall … Funds are also available via Old Mutual Wealth and MAX Investments. So the insurance broker at my new employer signed me up to a new Retirement Annuity under Old Mutual's 'Max Investments' - called Optimal Investment Plan 1, the investment fund …